Working with Period Summaries
Compare sales and transactions across time periods like weeks or months.
Introduction
The Period Summary Report in Bepoz provides a one-page snapshot of commonly used operational metrics across your venue(s). It includes consolidated data from multiple key reporting areas such as stock, sales, banking, discounts, and account activity — making it ideal for high-level business reviews.
You can run this report for:
• A single store
• A group of stores
• All stores
Accessing the Report
- Navigate to Back Office > Sales Reports > Period Summaries
- Select Period Summary from the report menu.
- Choose date range, grouping (e.g. weekly, monthly), and filters.
Note: You must have the correct operator privileges enabled under:
• Operator Maintenance → Reporting tab
• Flag: “Allow Cash Reports”
What's Included in the Report
By default, the Standard View includes:
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Stock Summary
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Sales Summary
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Banking Summary
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Account Summary
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Discount Totals
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Product Type Group Sales
These are grouped into one consolidated display to provide a quick business overview.
Using Custom Views
The View button lets you edit or create custom layouts for the Period Summary report.
You can:
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Include or exclude any of the standard summary blocks.
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Build tailored views for departments, roles, or store types.
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Save multiple views for reuse.