Reports Overview

Reports help you understand your business performance with data on sales, inventory, and customers.

Available Reports

Sales Reports

• Daily/weekly/monthly sales

• Sales by category

• Sales by staff member

• Payment method breakdown

Inventory Reports

• Stock levels

• Low stock alerts

• Stock movement

• Valuation reports

Customer Reports

• Customer purchase history

• Account balances

• Top customers

Financial Reports

• Profit margins

• Cost of goods

• Tax reports

Accessing Reports

1. Click Reports in the main menu

2. Select the report type

3. Set date range and filters

4. View or export results

Report Features

| Feature | Description | |---------|-------------| | Date Range | Filter by any period | | Filters | Narrow down by category, staff, etc | | Export | Download as 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 CSV for detailed analysis in spreadsheet software.

Check reports regularly to spot trends and issues early.