Understanding Daily Sales Reports in Odoo 18 Point of Sale: Complete Guide
By Braincuber Team
Published on December 30, 2025
Managing retail operations means staying on top of daily sales performance. For store managers and business owners, having instant access to accurate sales data helps make informed decisions about inventory, staffing, and business strategy. Odoo 18's Point of Sale system includes a powerful Daily Sales Report feature that provides comprehensive insights into your retail operations without complex configurations or additional reporting tools.
This tutorial walks you through everything you need to know about accessing, understanding, and leveraging daily sales reports in Odoo 18 POS. You'll learn how to generate reports, interpret key metrics, analyze payment methods, track product performance, and use this data to optimize your retail operations.
What You'll Learn:
- Accessing daily sales reports from POS sessions
- Understanding key sales metrics and KPIs
- Analyzing payment method breakdowns
- Tracking product category performance
- Comparing sales across multiple sessions
- Exporting and sharing sales data
Understanding Daily Sales Reports in Odoo 18 POS
The Daily Sales Report in Odoo 18 provides a consolidated view of all transactions processed through your point of sale system during a specific session or time period. Unlike summary dashboards that show high-level numbers, these reports offer detailed breakdowns that help you understand exactly what's happening in your store.
Revenue Tracking
Monitor total sales, taxes, and net revenue in real-time
Payment Analysis
Break down sales by payment method (cash, card, digital)
Product Insights
Identify best sellers and category performance
Step 1: Accessing the Daily Sales Report
There are multiple ways to access daily sales reports in Odoo 18 POS, depending on whether you want to view current session data or historical reports.
From an Active POS Session
- Open POS Dashboard: Navigate to Point of Sale from your Odoo main menu.
- Select Your POS: Click on the POS system you want to view (e.g., "Main Shop" or "Café Counter").
- Access Session View: Instead of opening a new session, click the "⋮" (three dots) menu next to your POS name.
- Open Sales Report: Select "Daily Sales" or "Session Report" from the dropdown menu.
From Closed Sessions
- Navigate to Sessions: Go to Point of Sale → Orders → Sessions.
- Filter Sessions: Use date filters to find the specific session you want to analyze.
- Open Session Details: Click on any session to view its complete details.
- View Sales Report: Click the "Print" or "Reports" button and select "Daily Sales Report".
Pro Tip: Bookmark the Sessions page for quick access. Most managers check yesterday's sales first thing each morning to plan the day ahead.
Step 2: Understanding Report Sections
The Daily Sales Report is organized into several key sections. Let's explore each one:
Session Summary Header
The top section provides essential session information:
| Field | Description | Example |
|---|---|---|
| Session Name | Unique identifier for the session | POS/2025/01/0042 |
| Opening Date | When the session started | 12/29/2025 08:00 AM |
| Closing Date | When the session ended | 12/29/2025 09:00 PM |
| Cashier | Employee who operated the POS | Sarah Johnson |
| POS Location | Point of sale terminal name | Downtown Store - Register 1 |
Sales Summary Section
This section displays your core financial metrics:
Example Sales Summary:
Payment Method Breakdown
One of the most valuable sections shows exactly how customers paid:
| Payment Method | Transactions | Amount | Percentage |
|---|---|---|---|
| Cash | 42 | $1,850.25 | 38.1% |
| Credit Card | 35 | $2,450.50 | 50.5% |
| Mobile Payment | 10 | $550.00 | 11.4% |
Business Insight: Tracking payment methods helps with cash handling procedures, bank reconciliation, and understanding customer preferences for faster checkout.
Step 3: Analyzing Product Performance
The product details section reveals what's selling and what's not, essential for inventory decisions.
Product Category Summary
View sales grouped by product categories:
Category Performance Example:
Top Selling Products
Identify your best performers to optimize stock levels:
#1 Best Seller
Caramel Latte
#2 Best Seller
Chicken Caesar Wrap
Step 4: Cash Management Section
For businesses handling cash, this section is critical for end-of-day reconciliation:
| Transaction Type | Amount |
|---|---|
| Opening Cash Float | $200.00 |
| Cash Sales | +$1,850.25 |
| Cash In (Bank Deposit) | -$1,500.00 |
| Cash Out (Expenses) | -$50.00 |
| Expected Cash in Drawer | $500.25 |
| Actual Cash Counted | $500.25 |
| Difference | $0.00 |
Best Practice: Always count cash with a witness present. Document any discrepancies immediately and investigate before the next shift starts.
Step 5: Exporting and Sharing Reports
Odoo 18 makes it easy to export and share daily sales data with stakeholders:
Export Options
PDF Export
Print-ready formatted report for filing and archiving
Excel/CSV
Spreadsheet format for further analysis and calculations
Email Report
Send directly to managers or ownership via email
Scheduled Reports
Set up automatic daily reports to be emailed to managers every morning. Navigate to Settings → Technical → Scheduled Actions to configure automated report generation.
Advanced Reporting Features
Comparing Multiple Sessions
To compare performance across different days or shifts:
- Open Reports Dashboard: Go to Point of Sale → Reporting → Sales.
- Set Date Range: Use the date filter to select multiple days or weeks.
- Group By Session: Apply grouping to compare individual sessions side-by-side.
- Analyze Trends: Look for patterns in peak hours, slow periods, and product demand.
Custom Filters
Create custom views to focus on specific metrics:
- By Cashier: Compare employee performance and identify training needs
- By Product Category: Focus on specific departments or product lines
- By Payment Method: Analyze transaction fees and processing costs
- By Time Period: Compare weekday vs weekend sales, or morning vs evening shifts
Using Reports for Business Decisions
Daily sales reports aren't just numbers—they're actionable insights. Here's how to use them:
Inventory Management
- • Identify fast-moving items that need frequent restocking
- • Spot slow sellers to avoid overstocking
- • Plan purchasing based on actual demand
Staffing Optimization
- • Schedule more staff during peak sales hours
- • Reduce labor costs during slow periods
- • Identify top-performing cashiers
Pricing Strategy
- • Analyze discount effectiveness
- • Test price changes and measure impact
- • Optimize margins on popular items
Marketing Insights
- • Measure promotion success rates
- • Identify cross-selling opportunities
- • Track seasonal trends and patterns
Frequently Asked Questions
Can I access sales reports from previous months?
Yes. All closed session data remains in your Odoo database indefinitely. Use the date filters in the Sessions view to access historical reports from any time period.
Do reports show refunds and returns separately?
Yes. Returns and refunds appear as negative values in the sales summary and product details sections. You can filter specifically for refunded orders to analyze return patterns.
Can I customize which fields appear in the report?
Yes. Use the Developer Mode to access report templates, or create custom report views using Odoo Studio. You can add, remove, or rearrange fields to match your business needs.
How do I reconcile cash discrepancies shown in the report?
Cash differences can be logged when closing a session. Odoo creates a journal entry for the variance, which you can categorize as cash over/short in your accounting records. Always document the reason for discrepancies.
Can multiple POS terminals share the same session?
No, each POS terminal runs its own independent session. However, you can view consolidated reports for multiple terminals by using the Sales reporting dashboard and grouping by location or terminal.
Are tips and service charges tracked separately?
Yes, if you've configured tip products in your POS settings. Tips appear as separate line items in the product sales section and can be filtered or reported on independently.
Conclusion
Daily sales reports in Odoo 18 POS transform raw transaction data into actionable business intelligence. By regularly reviewing these reports, you gain deep insights into customer behavior, product performance, and operational efficiency. Whether you're running a single retail location or managing multiple stores, these reports provide the clarity needed to make data-driven decisions.
Make it a habit to review yesterday's sales first thing each morning. Look for unusual patterns, celebrate wins with your team, and address issues before they become bigger problems. The few minutes spent analyzing your daily sales report can lead to thousands of dollars in optimized operations and increased profitability.
Need Help Optimizing Your POS Operations?
Our Odoo POS specialists can help you configure custom reports, set up automated analytics, integrate with accounting systems, and train your team on data-driven retail management.