Hi. How can we help?

Transactions report

The Transactions report shows all item-related events for the selected time period, including sales, voids, and transitory operations. All POS operations are recorded here. Each transaction includes the transaction ID, Date, account, employee, device, and item details, such as SKU, Quantity, and Amount.

Accessing the Transactions report

To access and generate the Transactions report:

  1. Log in to the Back Office with your Lightspeed Restaurant credentials.
  2. Select Reports > Reports from the navigation bar. 
  3. Click Transactions in the Account Reports section. 
    The Transactions report can be found in the Account Reports section.

By default, the Transactions report will show all transactions processed that day. Optionally, you can set the time period of the report by using the arrows and calendar icon in the upper-right corner.

Searching, filtering, and exporting transactions

Search for specific transactions or filter results with the following options in the Transactions report:

Searching for transactions

  1. Use the Search field to find particular transactions. Searchable information includes Account name, Amount, Sold by, Paid to, Device, Account, and Reference.
  2. Optional: Use the Show _ entries drop-down menu to choose how many transactions should appear on a single page.
  3. Optional: Sort transactions by column by clicking the column header once for ascending order or twice for descending.

The search option will allow you to search by account name, amount, sold by, paid to, device, account,
    or reference.

Filtering transactions

This option only appears if you have created tags in the Back Office. For more information on tags, see our article Managing and understanding POS configurations.
  1. Use the filter drop-down to find transactions tagged with configuration tags.
  2. Optional: Use the Show _ entries drop-down menu to choose how many transactions should appear on a single page.
  3. Optional: Sort transactions by column by clicking the column header once for ascending order or twice for descending.

Exporting transactions

With Lightspeed Restaurant, you can export your reports as a CSV for simple record keeping. 

To download a report:

  1. Click Export Transactions CSV.
  2.  Select your device (Mac or PC).
  3. Click Export.

Exporting your reports allows you to keep a digital copy of your report stored on your computer or to print a physical copy.

Understanding transaction types

In the Transactions report, transactions are listed with various Types. Refer to the table below for descriptions of what they mean.

Types Description
Foreign A transfer from one account (table) to another.
Recall A recreated account caused by a closed account being reopened.
Refund Reimbursement of an existing account.
Sale A paid and completed transaction.
Split An account that was created as the result of a split payment on another account.
Transfer Refers to a transaction created after a transfer operation takes place.
Transitory An account that was still open at the end of a business day and moved to the next day.
Update An account that was created to revert or recreate a payment.
Void An order that was canceled or deleted after being sent to the kitchen.

What's next?

Receipt report

Learn more about reporting on all receipts created and paid for during the selected time period.

Learn more

Open accounts

Learn more about reporting on all open orders for a selected time period.

Learn more

Was this article helpful?

0 out of 0 found this helpful