Reports Overview
Reports help you understand your business performance with data on sales, inventory, and customers. Select from Custom or Standard Reports to begin.
Custom Reports Available
Account Management
Aging Analysis Report
Overdue Accounts Report
Payment History Report
Customer Credit Utilisation Report
Outstanding Balances Report
Customer Analytics
Customer Purchase History
Customer Segmentation
Inventory Reports
Low Stock Alert
Category Performance
Sales Reports
Monthly Sales Trends
Daily Sales Summary
Top Selling Products
Accessing Reports
Click Reports in the main menu
Select the report type
Set date range and filters
View or export results
Standard Reports Available
Sales Reports
Inventory Reports
Customer Reports
Report Features
Reports will provide various data points including:
Date Range - Filter by any period
Filters - Narrow down by category, staff, etc
Export - Download as Excel, CSV or PDF
Print - Print formatted reports
Schedule - Auto-generate reports
Understanding the Data
Sales are recorded when payment is taken
Stock updates in real-time
Reports refresh when you load them
Tips
Use date ranges to compare this week vs last week, or this month vs last year.
Export to Excel or CSV for detailed analysis in spreadsheet software.
Check reports regularly to spot trends and issues early.