> 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-summary.md).

# Settlement POS Summary

The **Settlement (POS) Summary Report** provides a summary of all settled transactions processed through the POS system. This report helps users analyze settlement information in a summarized format, including outlet-wise and user-wise settlement details.

## Steps to Open the Settlement (POS) Summary Report

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

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

* The Settlement (POS) Summary 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-c99a75f535c512a269a30448cc80932f792279bd%2Fs8.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 2: Select the required **Outlet** for which the settlement summary report needs to be generated.

* This option allows users to generate outlet-specific settlement summaries.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-25036fa5d80cc5c14a51678c27ce8068d714e8dd%2Fs8.1.png?alt=media" alt=""><figcaption></figcaption></figure>

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

* The Advanced Filter screen will appear, allowing users to apply additional sorting and filtering options for more detailed report analysis.

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 the summary details.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-593afc4c65cad12f6d1fa6a07ee29c557e1428c4%2Fs8.2.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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