Skip to content
  • There are no suggestions because the search field is empty.

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

  1. Navigate to Back Office > Sales Reports > Period Summaries
  2. Select Period Summary from the report menu.
  3. 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:

  • Stock Summary

  • Sales Summary

  • Banking Summary

  • Account Summary

  • Discount Totals

  • 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:

  • Include or exclude any of the standard summary blocks.

  • Build tailored views for departments, roles, or store types.

  • Save multiple views for reuse.