📊 Overview
Noona POS offers 8 types of powerful reports to help you track your business performance. When it comes to bookkeeping, accuracy and access to the right reports are key.
This guide shows you two options:
Send reports manually
Create a dedicated bookkeeper account
We’ll walk you through both below!
📨 Option 1: Send Reports Manually
How to Access Reports
Go to Sales → Reports
Select the report you want to send
Set the date range (top right)
(Optional) Use Advanced Search to filter by staff
📎 Once your filters are applied, click Download Report
Recommended Reports for Bookkeeping
Staff Sales:
Shows revenue earned by each staff member (from services and products)
Use Advanced Search to filter by employee
Sales by Payment Method:
Displays total income per payment type (e.g., card, cash, gift voucher)
Useful for reconciling income
🔐 Option 2: Create a Bookkeeper Account (Recommended)
Giving your bookkeeper access to just what they need means:
No need to manually send reports
Real-time access to accurate data
Controlled permissions for privacy
Step 1: Create a Bookkeeper Role
Go to Settings → Roles
Click + New Role
Name it something like “Bookkeeper”
Base it on Owner or Staff Member (doesn’t affect access in this case)
Step 2: Set Role Permissions
✅ Check ONLY the following permissions:
Sales
Reports
🔒 Uncheck everything else to ensure restricted access
Step 3: Add the Bookkeeper as a Staff Member
Go to Home → Staff
Click + New Staff Member
Add the bookkeeper’s name and email address
Assign them the Bookkeeper role
Uncheck “Display on calendar” to hide them from bookings
Once saved, they’ll receive an email invitation to log in.
🧾 Your bookkeeper will now have access only to:
Sales
Reports
And this is what your bookkeeper's account will look like, no calendar available and only able to open up the Sales and Reports:
✅ Bookkeeper View Summary
📂 Access to Sales and Reports only
🚫 No access to client appointments, calendar, or internal notes
📊 Real-time visibility for streamlined accounting
Need Help?
If you’re unsure about setting up permissions or which reports to share, reach out anytime through the chat bubble or email us on [email protected]—we’re here to support you 💬❤️