Reports answer questions about a period you choose. Pick the report, set the dates, run it. Every one exports to PDF or Excel and prints.
Sales reports
| Report | Answers |
|---|---|
| Sales Summary | What did we take, day by day? |
| Sales by Product | What sells, and what actually makes money? |
| Sales by Category | Which parts of the business carry it? |
| Sales by User | Who sold what? |
| Sales by Time of Day | Which hours trade best, across the whole period? |
| Hourly Sales | The shape of a single day. |
| Payment Methods | How are people paying? |
| Refunds & Voids | What went back, and what profit went with it? |
Why Sales by Product totals more than Sales Summary
This is expected, and the reports show you the arithmetic. Sales Summary and Sales by User add up whole orders, which are already net of any discount you gave on the order as a whole. Sales by Product and Sales by Category add up individual lines, and a discount applied to a whole order cannot be attributed to one line.
So the line-item reports read higher by exactly the order discount. Their cards spell it out: line-item revenue, less order discounts, plus order tax, ties to Sales Summary. If that last figure does not match Sales Summary to the shilling, something is genuinely wrong and worth reporting.
Profit and Loss
Revenue, minus cost of goods, gives gross profit. Minus operating expenses gives net profit. With no expenses recorded, net profit equals gross profit — the report still has figures because revenue and cost come from your sales, not from your expenses.
Inventory reports
- Current Stock — what is on the shelf now.
- Low Stock — what to reorder.
- Stock Movements — how a quantity got to where it is.
- Stock Valuation — what your stock is worth, at cost and at retail.