INTRODUCTION
Feature Summary: CourtReserve’s Point of Sale reporting suite provides system users with a centralized set of tools to analyze sales activity, track inventory levels, review tax and payment data, and monitor stock adjustments. Each report offers targeted insights—whether item-level performance, category-wide trends, financial reconciliation, or operational inventory management—allowing clubs to evaluate performance and make informed business decisions.
Use Cases: A club pro shop manager wants to review how merchandise performed over the past month. They generate an Item Sales Report filtered to Pickleball Equipment to compare top-selling items and identify slow-moving stock. To reconcile finances, the manager then runs a Payment Summary report to verify all payments were received and cross-check them with POS transactions. Finally, before placing new orders, they use the Reorder Stock and Inventory Valuation reports to assess current quantities and estimated stock value, ensuring accurate restocking and budgeting.
SETUP REQUIREMENTS
System users can generate any of the six POS reports from the side menu by navigating to POINT OF SALE > REPORTS and selecting a report type.
Item Sales – Generates a report of sales by item for a selected date range, with optional filtering by one or more item categories.
Category Sales – Similar to Item Sales, but aggregates results at the item category level, with optional category filtering.
Inventory Valuation – Produces a report estimating the value of current stock on hand.
Sales Tax – This report is generated in the TRANSACTION section, and has a slightly different name -- it is called a Sales Summary report. To generate a Sales Tax report, make sure the Output Type is set to Sales Tax.
Payment Summary – Also available under the TRANSACTION heading, this report focuses on actual payments received and is commonly used for end-of-month reconciliation.
Reorder Stock – Displays current stock quantities, with sorting options such as item category to help identify low inventory.
Stock Adjustments – Tracks all stock adjustments made for any POS item.