Reports, Settings, and Compliance

These pages use the selected store. Before reviewing data or saving a change, confirm the store shown in the portal sidebar.

Page access

Navigation path	What it covers	Access needed	Feature needed
Reports > Reports	Sales, inventory, and member reports	store.reports.read or store.transactions.read	peakpos.sales
Reports > Scheduled Exports	Recurring report emails for the selected store	store.reports.read	peakpos.sales
Settings > Settings	Store timezone, hours, and checkout behavior	store.settings.read	peakpos.operations
Settings > Compliance	Age-verification activity and effective policy rules	store.compliance.read	peakpos.compliance
Settings > Restricted Sales Review	Denied and overridden restricted-sale incidents	store.reports.read	peakpos.compliance
Settings > SMS Consent	The selected store's phone-number consent ledger	store.consent.read	peakpos.compliance

A page appears only when its listed PeakPOS feature is enabled for your organization. Controls that change data require the additional write access described below. If a page or control is missing, ask an organization administrator to review your feature access and permissions.

Run and export a report

1. Select the store in the sidebar.
2. Go to Reports > Reports.
3. Optionally start with a Popular Reports shortcut: Today's sales, Last 7 days, Inventory health, Staff schedule, or Scheduled reports. A shortcut selects the matching tab and parameters.
4. Choose a tab:
   • Sales for net and gross sales, transactions, average ticket, tender mix, taxes, discounts, sales by category branch, and register cash payouts.
   • Inventory for stock value, out-of-stock and low-stock items, and category totals.
   • Members for member count and roles, scheduled and worked hours, no-shows, and top performers.
   • Scheduled Exports for recurring emailed reports.
5. For Sales or Members, set Start Date and End Date. The Today, 7 days, and 30 days buttons set common ranges.
6. On Sales, choose Day, Week, or Month under Group By.
7. On Inventory, optionally use Filter inventory by category branch. A category-filtered result cannot be exported; select All category branches to enable the complete inventory export.
8. Review the results. Sales and Inventory have an Export menu with CSV, Excel, and PDF. The Members report has no export control.

The report reloads when its tab or parameters change. If loading fails, use the page's retry control rather than relying on an older result.

Manage Scheduled Exports

Scheduled exports belong to the selected store, even though recipients can be outside PeakPOS.

View schedules

1. Select the store.
2. Go to Reports > Scheduled Exports.
3. Review each schedule's Type, Frequency, Recipients, Next Run, and Status.

Viewing requires store.reports.read. Creating, pausing, resuming, or deleting a schedule requires both store.reports.write and org.admin.

Create a schedule

1. Select + New Schedule.
2. Choose a Report Type: Sales, Inventory, Members, or Tax.
3. Choose Daily, Weekly, or Monthly.
4. Enter one or more recipient email addresses. Separate multiple addresses with commas.
5. Select Create Schedule.

Use addresses owned by the business and review the recipient list whenever staff responsibilities change. Pause keeps a schedule but stops delivery; Resume restarts it. Delete removes the schedule immediately, without a confirmation dialog.

Review or change Store Settings

1. Select the store.
2. Go to Settings > Settings.
3. Review Store information. Name, address, and phone are shown here but are edited from Organization > Locations.
4. Under Operational settings, review:
   • Timezone and its IANA timezone value, such as America/New_York.
   • Operating hours, including Opening time and Closing time.
   • Checkout behavior, including Prompt for a tip during checkout.
5. If you have store.settings.write, save each changed section with its exact control: Save for timezone, Save hours for operating hours, or Save checkout behavior for the tip prompt.

Users without write access see the effective values in read-only form. A saved tip-prompt change applies to all POS terminals in that store after their next configuration refresh.

Use the Compliance report

Compliance is an audit view; it does not replace your store's legal or policy review.

1. Select the store and go to Settings > Compliance.
2. Filter by Start date, End date, Cashier, or Action.
3. Under Action, choose Permit, Deny, Override, or All actions.
4. Review Total Checks, Passed, Failed, Overrides, and Pass Rate.
5. Review Policy Rules to see the jurisdiction, minimum age, whether the row is effective or a fallback, and whether the rule is active.
6. Select a check to open Compliance Check Detail. It can show cashier, check type, product, required and verified age, ID type and expiry, reason codes, transaction, approval, and override notes.
7. Use Export to download the currently filtered checks as CSV or PDF.

Interpret Action separately from Result:

• Permit means the result was recorded as a pass and no override reason was recorded.
• Deny means the result was not a pass and no override reason was recorded.
• Override means an override reason was recorded. It does not by itself prove that a manager approval ID exists; open Compliance Check Detail and review Approval and Override.
• Passed and Failed summarize non-overridden permits and denials, while Overrides is counted separately.
• A policy marked Fallback means no effective jurisdiction row was used. Product-level 18+/21+ flags can still provide the fallback requirement.

Work the Restricted Sales Review queue

This page joins restricted-sale exceptions with compliance, manager override, transaction, tax, and audit evidence.

1. Select the store and go to Settings > Restricted Sales Review.
2. Set Start Date and End Date, or use Today, 7 days, or 30 days.
3. Filter by Category and Approval. Approval choices are All approvals, Manager approved, Approval pending, Denied checks, and No approval.
4. Review the summary counts for Incidents, Needs review, Denied / blocked, and Incomplete evidence.
5. Select an incident and inspect its outcome, review status, owner, risk flags, and evidence cards.
6. Use CSV to export the current incident report when you need an offline review record.

Users with store.reports.read can review the queue. Users with store.reports.write can also assign an owner, add a resolution note, and set the review status to Needs review, Resolved, Blocked denied, Evidence incomplete, or No action needed, then save the incident review.

Treat Incomplete evidence as a reason to investigate, not as proof that a sale was compliant or noncompliant.

Search the SMS Consent ledger

SMS consent records are store ledger entries, but marketing delivery checks consent across the organization.

1. Select the store and go to Settings > SMS Consent.
2. Enter a phone number in Search selected-store ledger by phone and select Search.
3. Review Phone, Method, Consented, and Status.
4. Select the result or View History to see when consent was recorded or revoked and who performed the action.

Users with store.consent.read can search and view history. Users with store.consent.write can also:

• Select Record Consent, enter the phone number, choose Digital, Verbal, or Written, and select Record.
• Select Revoke Consent and confirm Revoke.

Record only an explicit opt-in collected by the method you select. Revoking consent here ends this store's active ledger row. If the same phone number still has active consent at another store in the organization, organization-wide marketing campaigns and automations may still be eligible to send. Check the history and contact support if an organization-wide opt-out needs review.