How do I use channel filtering? (POS vs Online)

What is POS and Online filtering?

Channel filtering allows you to separate and analyse performance between Online sales and POS (Point of Sale) transactions.

How do I use channel filtering?

Channel filtering is applied directly from the dashboard:

1. Go to your Dashboard
2. Click the Channels filter
3. Select Online, POS, or both
4. Click Apply

Your reports will now reflect only the selected channel(s).

Why would I use this?

This allows you to:

• Understand how each sales channel performs
• Compare online vs in-store sales
• Identify which channel drives more revenue and profitability

Why am I not seeing POS data?

• Your store may not have POS transactions
• Your integrations may not support POS data
• Your current filters or date range may be excluding it

Why is my data not changing when I select a channel?

• Ensure you clicked Apply after selecting the channel
• Check your date range
• Confirm that transactions exist for the selected channel

What should I do if the issue is still not resolved?

If the issue continues after completing the steps above, please contact our support team:

Visit help.finzite.io
Or submit a ticket via our Customer Support Portal

Please include:

• Your store name
• The affected integration
• A description of the issue
• Screenshots (if possible)

Our team will assist you as quickly as possible.