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Reports on the POS: viewing, printing, access — Paloma365 Classic (Windows POS) ​

A reference for the reports you can run directly on the Paloma365 Classic POS: final report, sales reports, refusals, returns, clients, salon, material sheet, stock, cash and deposit reports, plus the print preview window, report templates, permissions and passwords.

The «Выберите отчет» (Select a report) window — «Other reports» button ​

  • Where: «Cashier» («Кассир») or «Администратор зала» (Hall administrator) interface → cash screen → «Other reports» («Другие отчеты») → «Выберите отчет» window (block «Отчёты»).
  • What's inside: «Отчет по отказам» (Refusals report), «Отчет по возвратам» (Returns report), «Отчёт по маркированным товарам» (Marked goods report), «Sales report» («Акт реализации»), «Расширенный акт реализации» (Extended sales report), «Отчет по клиентам» (Clients report), «Материальная ведомость» (Material sheet), «Отчет по салону» (Salon report), «Products in stock» («Остатки на складе»); the «Группировка» (Grouping) and «Сортировка» (Sorting) blocks; «Close» («Закрыть») exits without a report.
  • Setup: the set of buttons depends on the «Type of business» («Тип заведения») setting (see below).
  • Notes: the window closes after a report is chosen. In the Hall administrator interface the cash screen is reduced (no open/close shift, «X report», payment, «Cashbox», prepayment), but «Other reports», «Final report» and «Z report» remain.

Refusals report ​

  • Where: «Other reports» → «Отчет по отказам» (Refusals report) → preview window.
  • Shows: refused items of regular (non-return) bills of the current shift — name, quantity, price, amount; the header shows the shift period and the trading point name.
  • Access: if the employee has a POS rights record, the refusals-report right is needed (otherwise «Permission denied!» / «Недостаточно прав!»); without a rights record it opens right away. No password.
  • Notes: hidden when «Type of business» is «Retail store» («Розничный магазин») or «Beauty saloon» («Салон Красоты»). No narrow 58 mm form.

Returns report ​

  • Where: «Other reports» → «Отчет по возвратам» (Returns report) → preview.
  • Shows: items from return bills of the current shift: name marked «(возврат)» (return), quantity, price, amount, discount, service, planned price and amount.
  • Access: with a rights record — the returns-report right; no password. No 58 mm form.

Sales report ​

  • Where: «Other reports» → «Sales report» («Акт реализации») → preview.
  • Shows: items sold during the shift — name, unit, quantity, average price, amount; either «Without groups» («Без группировки») or «По подразделениям» (By subdivisions).
  • Access: the sales-report right; without a rights record — the trading point's «Акт реализации» password; if no password is set, it opens without one.
  • Print options: grouping, sorting and the combo-contents toggle are chosen before pressing the button. Note: the toggle works opposite to its label — by default it reads «Не печатать состав комбо» (Don't print combo contents), and in that state combo contents ARE printed in brackets after the name; in the «Печатать состав комбо» (Print combo contents) state they are not.
  • Notes: with 58 mm paper the narrow form is used. Sales and refusals of the same item are separate lines; only lines with a total of exactly 0 are hidden.

Extended sales report ​

  • Where: «Other reports» → «Расширенный акт реализации» (Extended sales report) → preview.
  • Shows: the sales report plus discount, service, planned (accounting) price and amount, profit.
  • Access: same right and password as the «Sales report». Uses the grouping, sorting and combo toggle. No 58 mm form. Grouping works differently here than in the regular sales report: with «Without groups» the same item may appear on several lines, one per print subdivision; with «By subdivisions» the item lines are merged and land in one of the groups.

Sales report grouping: «Without groups» / «By subdivisions» ​

  • Where: «Выберите отчет» window → «Группировка» (Grouping) block.
  • How it works: «Without groups» («Без группировки») is selected by default; selecting one clears the other. Grouping is by the item's print subdivision; items without one go to «Without subdivision» («Без подразделения»). Affects only the sales report and the extended sales report.

Sales report sorting ​

  • Where: «Выберите отчет» window → «Сортировка» (Sorting) → «По наименованию» (By name) / «По количеству» (By quantity) / «По сумме» (By amount).
  • How it works: default is by name; by quantity and by amount sort descending. Applies to both sales reports.

Client report ​

  • Where: «Other reports» → «Отчет по клиентам» (Clients report) → client selection → preview.
  • Shows: «Deposit sum at the beginning of the shift» («Депозит на начало смены»), «Replenished» («Пополнено», by Cabinet / Cashbox), «Spent» («Потрачено»), «Withdrawn» («Изьято»), «TOTAL» («ИТОГО»); totals by payment type; the client's bills with items. The header period is the opening and closing of the last shift.
  • Access: no rights or password check; a client must be chosen. Data comes from the POS database for the last shift.

Client purchase history ​

  • Where: client selection window → «История покупок» (Purchase history) → preview.
  • Shows: the client's bills from the cloud (number, employee, closing date, amount, service, discount, payment type, items); header «Last 10 receipts» («Последние 10 счетов»).
  • Notes: requires internet; without it — «No internet connection» («Отсутствует интернет соединение»). Does nothing for a client group.

Salon report ​

  • Where: «Other reports» → «Отчет по салону» (Salon report) → preview.
  • Shows: per employee — services and goods totals for the shift and the calculated pay by the employee's percentages (service %, goods %, individual service percentages set in the back office).
  • Access: with a rights record — the salon-report right; no password.
  • Notes: visible only when «Type of business» is «Не выбрано» (Not selected), «Beauty saloon» or «Retail» («Розница»). No 58 mm form.

Material sheet ​

  • Where: «Other reports» → «Материальная ведомость» (Material sheet) → «Сформировать» (Generate) → preview.
  • Shows: stock movement for the trading point's warehouse — opening balance, receipts, issues, closing balance (quantity and cost); data is requested from the server when you press «Сформировать».
  • Access: the material-sheet right; without a rights record — the «Материальная ведомость» password. If no password is set, the report is blocked: «To view the report "Material sheet", you need to set the password!», then «Wrong password!» with a hint where to set it.
  • Notes: the window shows «Stock remainders sync date:» («Дата актуальных данных по остаткам:»). There is no «Refresh the data» button here. Without internet the request is skipped and previously loaded data is printed — check the date.

Material sheet without prices ​

  • Where: Material sheet window → «Без цен и сумм» (Without prices and amounts) checkbox → «Сформировать».
  • How it works: a separate form with quantities only is printed.

«Products in stock» window ​

  • Where: «Other reports» → «Products in stock» («Остатки на складе»).
  • What's inside: table «Item», «Кол-во.» (Qty), «Критический минимум» (Critical minimum), «Разница» (Difference), «Ед. изм.» (Unit), «Пл. выручка» (Planned revenue); search by «Name», «Vendor code», «Штрихкод» (Barcode) — by Enter or automatically after a short pause; «Выбранный склад» (Selected warehouse) list.
  • Access: the stock right; without a rights record — the «Остатки на складе» password; with no password set the window is blocked («To view the report for items in stock, you need to set the password!», then «Wrong password!»).
  • Data source: stock arrives via background sync only for the trading point's warehouse and only if «Предупреждать об остатках в режиме продаж» (Warn about stock in sales mode) is enabled for the point in the back office; otherwise the table is empty.
  • Notes: when the window opens, «Stock remainders sync date:» always shows «NO DATA» («НЕТ ДАННЫХ») even if stock is loaded; the real date appears after pressing «Refresh the data».

«Не показывать нулевые остатки» (Hide zero stock) checkbox ​

  • Where: «Products in stock» window.
  • How it works: hides items with zero stock in the table and in the printout. Remembered on the POS.

«Подсвечивать товары с критическим остатком» (Highlight critical stock) checkbox ​

  • Where: «Products in stock» window.
  • How it works: quantity is shown in red when stock is at or below the item's «Критический минимум» (critical minimum, set in the item card in the back office). Items with no critical minimum (0) are not highlighted. Screen only, not printed. Remembered on the POS.

Printing «Products in stock» ​

  • Where: «Products in stock» → «Print» («Печать») → preview.
  • How it works: prints name, quantity and warehouse for the selected warehouse, respecting the hide-zero checkbox; the header date is today. The window's search filter is not applied.

«Refresh the data» button in the stock window ​

  • How it works: «Refresh the data» («Обновить данные») clears the search fields, redraws the table and updates the date. Downloading from the server happens only in background sync — the button shows what sync has already brought.

Final shift report ​

  • Where: cash screen → «Final report» («Итоговый отчет») → preview. Also available to the Hall administrator.
  • Shows: guests, bills and items; refusals (quantity, amount, bills); bill moves and unlocks; revenue by payment type, employee, subdivision and client.
  • Access: the final-report right; without a rights record — the «Итоговый отчет» password; if none is set — no password.
  • Notes: covers the last shift of the trading point (or of the workstation with separate shifts), from the POS database. With 58 mm paper — narrow form. On failure — «Report printing error» («Ошибка при печати отчёта»).

Final report and «Do you want to print the reports?» at shift close ​

  • Where: «End the shift» («Закрыть смену») on the cash screen or on the retail panel of sales mode.
  • How it works: if the employee has the final-report right or password, the report prints right after the shift closes to «Printer for printing bills and reports» («Принтер для печати счета об оплате и итогового отчета») without preview. Then «Do you want to print the reports?» («Хотите распечатать отчёты?»): «Yes» opens previews of the final report and the sales report (without grouping), per the rights; without rights — «Report printing is inaccessible» («Печать отчётов недоступна»).
  • Notes: the final report in the preview after «Yes» is a second copy — pressing «Print» prints it again. There is no setting to turn auto-print off. With a fiscal register and Z-report-on-close enabled, the fiscal shift is closed first.

Cash report («Cash report» / «Отчет по деньгам») ​

  • Where: cash screen → «Cashbox» («Касса») → «Cash related operations» («Кассовые операции») → «Cash report» («Отчет по кассе») → «Form on cash data» («Сформировать по кассе»).
  • Shows: opening balance, income, expense, closing balance and sales by cash-flow item for the shift.
  • Conditions: «Cashbox» exists only in the Cashier interface; the workstation must have a cashbox assigned in the back office (otherwise «"Денежный" модуль не включен!…» — Money module not enabled); with a rights record — the cash-report right. By default data is requested from the server: internet («No internet connection...») and a synced shift are needed.
  • Unsynced documents: if cash documents are not uploaded, the POS offers sync («You need to synchronize the data…»); on «Yes» sync starts and the report window does not open — press the button again.
  • Notes: the window shows «Last cashbox data synced date» («Дата актуальных данных по кассе»); «Cancel» closes it; there is no «Refresh the data» button. Errors: «Shifts aren't synchronized», «Failed to receive cash balance data». 58 mm narrow form available.

«Offline cash register report» setting ​

  • Where: Settings → «Receipts and reports» («Чеки и Отчеты») → «Systemic control» («Системное управление») → «Offline cash register report» («Кассовый отчет офлайн»).
  • How it works: off by default. When on, «Form on cash data» calculates from the POS data for the current shift without the server; shift close with encashment does not require uploading bills first.
  • Notes: the internet check when pressing «Cash report» in «Cash related operations» still applies (except for accounts with offline deposits).

Client deposits report ​

  • Where: «Cash report» window → «Form on deposit account data» («Сформировать по депозитам») → preview.
  • Conditions: the button is visible only if «Использовать депозитную систему» (Use deposit system) is enabled for the trading point in the back office.
  • How it works: normally deposit top-ups for the shift are requested from the server. With offline deposits enabled for the account, the report is built from POS data: opening deposit, «Replenished» (cabinet / this workstation / others), «Spent», «Withdrawn», total.
  • Errors: «No available data on deposit balance usage», «Failed to receive data on deposit balances». Regular, narrow (58 mm) and offline forms exist.

«Report» button in retail sales mode ​

  • Where: «Режим продаж» (Sales mode) with «Type of business» = «Retail» → bottom panel → «Report» («Отчет») → window with «Final report», «X-Report», «Close».
  • Conditions: «Report» is active only while the shift is open. «Final report» needs the final-report right or password; «X-Report» is active only with a fiscal register or online cash register and needs the X-report right or the «X/Z Online cash» («X/Z Онлайн кассы») password.

«X report» and «Z report» buttons on the cash screen ​

  • Where: cash screen → «X report» («X отчёт») / «Z report» («Z отчёт»).
  • Conditions: active only with a fiscal register or online cash register; «Z report» only for Shtrih registers and online cash registers. Needs the X-report right or the «X/Z Online cash» password. Before Z: «Do you really want to print Z-report? Fiscal shift will be closed!». Hidden «X report» in the Hall administrator interface.
  • Notes: online cash register X/Z reports use a separate form (with a 58 mm variant). See the fiscal register articles for details.

Bill history ​

  • Where: cash screen → select a bill → «Options» («Опции») → «Operate with orders» («Работа со счетами») → «Bill history» («История счета»).
  • Shows: log with «Item», «Action», «Date», «Employee» columns: items «в счете» (in the bill) and recorded operations.
  • Notes: no rights check; view only, no printing. The Options window closes after opening the history.

Preview window: printer and pages ​

  • Where: any report → preview → printer list → «All pages» / «Current page» / «Given pages» → «Print».
  • How it works: the default printer is «Printer for printing bills and reports»; if not set or unavailable — the Windows default printer; it can be changed in the window. The window closes after printing; «Exit» closes without printing.
  • Notes: page numbers accept digits, comma and hyphen (e.g. «1,2» or «1-3»). The system print dialog is not shown from the preview.

Number of copies ​

  • Where: preview → «Quantity» («Количество») or click the copy count → «Enter quantity» («Укажите количество»).
  • How it works: 1 copy by default; an invalid value resets to 1.

PDF export ​

  • Where: preview → «PDF export» («Экспорт в PDF») → save dialog.
  • Notes: PDF is the only export format in the preview. Use the back office for tabular sales exports.

Zoom and page navigation in the preview ​

  • Where: preview → «Magnify» («Увеличить») / «Decrease» («Уменьшить») in 15% steps, with the zoom shown in percent, and page navigation buttons.
  • Notes: the page navigation buttons may not act as expected (e.g. "first page" jumps to the end) — go by what you see on screen.

Report printer setting ​

  • Where: Settings → «Receipts and reports» → «Printer for printing bills and reports».
  • How it works: pick an installed Windows printer («Refresh printers list» rereads the list). If not set or unavailable, the Windows default is used. The final report at shift close and preview printing use this printer by default.

«Use 58mm paper» setting ​

  • Where: Settings → «Receipts and reports» → «Systemic control» → «Use 58mm paper» («Использовать 58мм бумагу»).
  • How it works: reports with a narrow form use it: sales report, final report, cash report, deposits report, online X/Z. The extended sales report, refusals, returns, salon, stock, clients and material sheet have no narrow form. Template editing in this mode opens the narrow variant if present.

Editing report templates ​

  • Where: Settings → «Receipts and reports» → «Editing printable templates» («Редактирование шаблонов печатных форм») → template button («Products in stock», «Final report», «Material report», «Sales report», «Cashbox», «Salon», «X/Z Online cash», etc.).
  • How it works: requires the report editor module; opens an external template editor.
  • Notes: every button closes the settings window after it is pressed. «Products in stock», «Material report», «Sales report», «Cashbox», «Salon», «Подзаказник» (Kitchen ticket), «Заявка на склад» (Warehouse request) silently close settings if the template is missing. «Final report», «X/Z Online cash» and receipt templates first show «Error while opening the report template...» when the template is missing, then close settings. If the editor module is not installed, any button just closes settings with no message.

Report templates in the reports folder ​

  • Where: program folder → reports → template files for all reports (sales, extended sales, clients, cash, deposits, material sheet with/without prices, refusals, stock, returns, salon, final report, online X/Z; some have 58 mm variants).
  • If a file is missing: the report is not built; «Report printing error» appears with «Print form unavailable: "...file name"» («Печатная форма недоступна»).

Report permissions and passwords ​

  • Where: back office → «Права сотрудников для фронт-офиса» (Employee front-office rights) — rights for final report, sales report, X report, refusals, returns, salon, cash report, material sheet, stock; back office → «Торговые точки» (Trading points) → point → «Доступы» (Access) tab → «Пароль: Итоговый отчет», «Пароль: X-отчет», «Пароль: Акт реализации», «Пароль: Отчет остатков», «Пароль: Материальная ведомость». The POS hint calls this tab «Пароли» (Passwords).
  • How it works: the employee has a rights record — right on → report opens immediately; right off → «Permission denied!» (a password won't help). No rights record → the POS asks for the password («Enter the password to …»); wrong → «Wrong password!». For stock, the marked goods report and the material sheet an unset password blocks the report; for the others, the report opens without a password.

«Type of business» and available reports ​

  • Where: Settings → «Program appearance» («Вид программы») → «Type of business» («Тип заведения»).
  • How it works: «Отчет по салону» is hidden for «Restaurant, Cafe», «Fast food, Canteen», «Billiards, Karaoke, Sauna» and «Retail store»; «Отчет по отказам» is hidden for «Retail store» and «Beauty saloon». With «Не выбрано» (Not selected) and «Retail» all reports are shown.

Cash report inside the encashment window ​

  • Where: shift close → «You must process the encashment» → «Encashment» («Инкассация денег в кассу») window (cash report on the right).
  • How it works: data is requested from the server as for the cash report, and «Сумма в кассе:» (Amount in cashbox) is taken from it. If that fails — «Failed to receive cash balance data, encashment will proceed without following data»; the report area is hidden and the amount comes from the POS's own calculation.

«Do not print products with zero price» checkbox and sales reports ​

  • Where: Settings → «Receipts and reports» → «Redundant data control» → «Do not print products with zero price» («Не печатать нулевые позиции в чеке»), greyed out.
  • How it works: switched on automatically at the first start of the updated version. Affects only the sales report and the extended sales report: lines with a total quantity of exactly 0 are hidden. Sales and refusals of one item are separate lines, so an item sold and fully refused still appears (two lines). It does not affect receipt printing.

Which shift the reports cover ​

  • How it works: the final report, sales reports, refusals, returns, salon and the offline cash report use the last shift of the trading point, or of this workstation when «Раздельные смены для рабочих мест» (Separate shifts for workstations) is enabled in the back office. The clients report takes the last shift in the POS database.
  • Notes: there is no period selection on the POS — use back-office reports for past shifts. After a shift is closed and until a new one opens, reports show the closed shift.