Where every default report in Rundoo lives, what each one is for, and how to find it.

How to use this page: scan the category that matches your question ("I want to see AR balances" → AR & aging; "How much tax by location?" → Taxes). Each report's one-line description tells you if it fits — open it in Rundoo for exact columns, filters, and totals.

Where to find Rundoo reports

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If you don't see Reports in the sidebar, it's usually a permission issue — ask your management team to check your staff role.

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To open Reports: POS mode → Analytics group in the sidebar → Reports.

Reports page with all default reports listed

Every row on the Reports page has a Base data column — that's the dataset the report pulls from (Sold products, Transactions, Aging detail, etc.). Reports sharing the same Base data share filters and row semantics, so if one doesn't quite answer your question, try its siblings.

Sales & margin

Performance reports pulled from sold-products data.

• Sales · Base data: Sold products · All sold products across the business for the period.
• Sales by clerk · Base data: Sold products · Sold products grouped by the clerk on the transaction.
• Sales by customer · Base data: Sold products · Sold products grouped by customer.
• Sales by day · Base data: Sold products · Daily sales totals — trend view.
• Sales by job · Base data: Sold products · Sold products grouped by job.
• Sales by location · Base data: Sold products · Sold products grouped by store location.
• Sales by method · Base data: Sold products · Sold products grouped by tender method (card / cash / on-account / etc.).
• Sales by rep · Base data: Sold products · Sold products grouped by assigned sales rep.
• Sold products · Base data: Sold products · Row-per-line-item view of every product sold.