Choose a report and its filters
Reports turn uploaded activity into tables you can compare and export. Start from the Sales, Inventory or Business Reports landing page according to the question you need to answer.
Reports turn uploaded activity into tables you can compare and export. Start from the Sales, Inventory or Business Reports landing page according to the question you need to answer.
Open the right view
- Open Reports and choose the report family.
- Select a report tile.
- Choose the branch and date or range.
- Review the available grouping, metric and other filters.
- Read the table and totals using those selections.
A business day is the operating day's reporting context; check the date shown rather than assuming every view follows the device's midnight.
Collections on an open running tab follow payment time. Completed sales follow closure time, so the two can fall in different periods.
Accounting has its own report landing page.
Check the selected branch and dates before comparing figures with another page. Recent till activity appears only after a successful cashier Sync. Keep the same filters when exporting or checking a related report, and read any notice about missing historical data before using the figures to explain a difference.
See sales reports, inventory reports and business reports.
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