> For the complete documentation index, see [llms.txt](https://help.rbsgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rbsgo.com/point-of-sale/point-of-sale-module/pos-reports-2/settlement-pos.md).

# Settlement POS

The **Settlement (POS) Report** is used to view settlement transaction details generated through the POS system. This report provides settlement information outlet-wise and user-wise, helping users monitor payment collections and settlement summaries.

## Steps to Open the Settlement (POS) Report

Step 1: Navigate to the **Point of Sale** module and click the **Reports** menu.

1. Select **Settlement (POS)**.

* The Settlement (POS) Report screen will appear.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-49f36871cab666cd886849ebaf75ba8af5e0ab0e%2F5%20(124).png?alt=media" alt=""><figcaption></figcaption></figure>

Step 2: Select Required Filters

1. Outlet-wise Settlement Report

* If you want to generate an outlet-wise settlement report, select the required **Outlet** from the filter options.

2. User-wise Settlement Report

* If you want to generate a user-wise settlement report, select the required **User** from the available options.
* These filters help users generate customised settlement reports based on their requirements.

Step 3: Click on the **Advanced Filter** option.

* The Advanced Filter screen will appear, where additional sorting and filtering options can be selected to generate more detailed reports.

Step 4: After selecting all the required filters, click on the **Display** button.

* The report will load and display the different types of settlements along with their corresponding amounts.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-092595cc91cf132989f96ecd634159dc2e660631%2F6%20(92).png?alt=media" alt=""><figcaption></figcaption></figure>

* If you want to export the report to Excel format, click on the **Excel Export Icon** available on the screen.


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