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On-register reports and cash operations — Paloma POS 2 ​

This article is about Paloma POS 2 — the new register app in the Paloma line (a touch interface on a tablet, POS terminal, or Windows device). If you are not sure which product you have, start with «How to tell you have Paloma POS 2». This page covers sales reports right on the register (the summary report, product report, analytics, taxes, refunds) and cash operations: adding and removing cash, and the cash statement. Closing the shift and printing the Z-report are covered in a separate article, «Closing the shift and the Z-report».

Overview ​

Reports in Paloma POS 2 live in two sections on the register menu screen:

  • «Reports» — today's state and closing documents: summary report, product report, voids & refunds, tax breakdown, cash statement, shifts and history.
  • «Analytics» — analytical cuts of sales: top items, hourly sales, per employee, by category, day and shift comparison, work hours.

Where to go:

  • Register menu screen → the «Reports» tile → opens the hub titled «Reports».
  • Register menu screen → the «Analytics» tile → the hub titled «Analytics».

Every report is view-and-print only: it never posts or closes anything. At the top of the «Reports» hub the «Today» block shows the tiles «Orders», «Tips», «Discounts» — tap one to drill into the detail report.

Step 1. The Final Report (the X-report equivalent) ​

«Final Report» is a view-only summary of the current open or already closed shift. It closes nothing; you can view it as often as you like.

How to open: the «Reports» hub → the first row, «Summary report».

What the report contains:

  • A header with the shift status — «Open» or «Closed», the open time, and the report generation time.
  • «Sales»: «Sales total», «Tips», «Refunds / voids».
  • «Cash movements»: «Cash in», «Cash out», «Net movement».
  • «Drawer»: the drawer balance at that moment.
  • «Payments by type»: «Cash», «Card», «Other» (split into sale and refund).
  • «By employee» and «By subdivision».
  • The check summary: «Total checks», «Open checks», «Closed», «Printed», «Checks with a refund».

A «Print» button is pinned at the bottom of the screen. PDF export, the «Cash In/Out» button, and «Copy to clipboard» live in the header menu. There is no «Close shift» button on the Final Report screen — closing is a separate action (see «Closing the shift and the Z-report»).

Step 2. Product Report ​

«Product Report» shows what was sold and for how much during the day. Open it from the «Reports» hub via the «Product Report» row.

Columns: «Name», «Qty», «Price», «Sum»; «Total» at the bottom. A separate «Refuses (kitchen)» block carries the note «Paid checks only» and a «Total refuses» row.

The settings button in the header («Sort and level») changes:

  • «Sort» — «Name», «Quantity», or «Sum».
  • «Detail level» — «Products», «Categories → products», or «Categories only».

The «Print» button sends the report to the printer.

Step 3. Sales analytics ​

The «Analytics» hub gathers the cuts:

  • «Top items» — what sells best.
  • «Hourly sales» — with a «Peak hour» hint.
  • «Per employee» — each person's orders and tips.
  • «By category».
  • «Today vs yesterday» — a comparison with the prior day.
  • «Shift comparison» — with the hint «Anomalies vs last week and the previous shift».
  • «Work hours» — staff labor.

Step 4. Taxes and refunds ​

  • «Tax breakdown» (the «Reports» hub) shows «Total taxes» and «Added» / «Included» rows per rate. In the Kazakhstan build this row is hidden — VAT is settled through the fiscal register (OFD).
  • «Voids & refunds» — the tabs «Voids today» and «Refuse reasons», with the «Voids» and «Refunds» metrics. Issuing a refund itself is done from the order list (see «Order list»).

Step 5. Adding and removing cash ​

To record a cash movement in the drawer (collection, making change, paying a supplier), open «Cash In/Out» — via the «Cash In/Out» button in the Final Report, or the «New movement» row.

In the «New cash movement» form:

  • «Amount» — must be greater than zero.
  • «Reason» with the hint «Collection, change, supplier payment, …».
  • «Article» — an optional field: an income or expense article from the back-office reference; you can leave «No article».
  • Counterparty — «From whom» for a cash-in, or «To whom» for a cash-out (the field appears when the clients reference has rows).

Tapping the «Article» row opens a picker: a «Search article» field and a pinned «No article» option at the top, with the articles below grouped under headers — folders from the back-office reference; articles without a folder are gathered in the «Other» section. If a search matches nothing, the register shows «Nothing found». A cash-in shows income articles; a cash-out shows expense articles. If there is no «Article» row in the form at all, the article catalog on the register is empty: it is not set up in the back office or has not synced to the register yet.

The day totals: «Cash in», «Cash out», «Net». After recording, the register shows a confirmation like «Cash in: … recorded.» and prints a «Cash order» with the «Amount», «Reason», «Cashier», «Date and time», and «Document No.» fields.

If the operation runs through the fiscal register (KKM), the register first shows «Registering the operation on the register (KKM)…». Movements are for today only; to add a record, the register prompts «Switch to today to add a movement».

Step 6. The cash statement ​

«Cash statement» (the «Reports» hub) is a consolidated cash report for the register over a shift or a period. It has two lanes — «Cash drawer» and «Cashless» — with «In» and «Out» columns.

Key rows:

  • «Opening balance» and «Closing balance».
  • «Cash sales», «Cash refunds», «Cash in», «Cash out».
  • «Card and other sales», «Refunds (card and other)».
  • «Revenue (sales − refunds)», «Shift turnover», «Expected in drawer».

The period is chosen with the «Today», «Yesterday», «Custom period» buttons, or the «Current shift» / «Date range» mode. The «Print» button sends the statement to the printer.

Common problems ​

  • "Не удалось загрузить кассовый журнал: {error}" / "Не удалось загрузить документооборот: {error}" — the journal did not open; the operations themselves are not lost. Pull to refresh and retry.
  • "Не удалось загрузить остатки по депозитам…" — client deposit balances did not load; deposits themselves are unaffected.
  • «No sales today yet.» — there were no sales for the chosen day. Check the period at the top of the screen and switch to the right day.
  • «No data for this period.» (cash statement) — no movements for the chosen period. Change the period or the mode («Current shift» / «Date range»).
  • «Amount must be greater than zero.» / «Enter a positive amount.» — when recording a cash-in or cash-out, enter an amount above zero.
  • «Switch to today to add a movement» — new cash movements are recorded for the current day only. Return to today's date.
  • «Choose a counterparty» — the operation needs a counterparty. Set «From whom» or «To whom».
  • «Fiscalization failed» («The KKM rejected the operation: …. Continue without fiscalization?») — the fiscal register rejected the operation. You can tap «Continue without fiscalization» or cancel — the register then shows «Operation not recorded.».
  • «Failed to print the statement» / «Failed to print the product report» — check the printer and print again. If printing is unavailable on the device, the register shows «Printing is unavailable on this device».
  • «No connection. This device shows cloud reports — connect to the internet and retry.» — a reports-only device has no offline data. Connect to the internet and tap «Retry».

FAQ ​

How is the Final Report different from the Z-report? ​

«Final Report» is view-only: it shows the totals of an open or closed shift and closes nothing. The Z-report is the closing fiscal document printed when the shift is closed. For closing, see «Closing the shift and the Z-report».

Where do I see how much money should be in the drawer? ​

In the «Cash statement» — the «Expected in drawer» row, plus the «Closing balance» on the cash lane. The shift's cash-ins and cash-outs are there too, in the «Cash in» and «Cash out» rows.

How do I record a collection or making change? ​

Open «Cash In/Out» (the «Cash In/Out» button), tap «New movement», enter the «Amount» and «Reason», pick an «Article» and counterparty if needed, then record the movement. The register prints a «Cash order».

Why doesn't my build have a «Tax breakdown»? ​

That is the US sales-tax report. In the Kazakhstan build it is hidden — VAT goes through the fiscal register and OFD, so there is no separate breakdown on the register.

Who can open reports? ​

Access to reports depends on the employee's rights. If a report row is missing, the role lacks the matching right — it is configured in employee rights (see «Employees and roles»).