The Reports Overview includes a wide range of tools to show how your business is performing at a glance. From financial summaries to detailed transaction logs, every report gives clear data to help you make smarter decisions.
Here's a breakdown of each report category and what it offers:
Quick Access Reports
Quickly reach your most-used reports to save time and view key data at a glance.
Favorites – Pin your most frequently used reports to save time.
Popular – The most commonly used reports, covering sales, profit & loss, expenses, receiving, and customer activity. Great for high-level insights.
Sales and Customer Reports
Get a complete picture of your sales performance and customer activity across your business.
Sales – Full breakdown of sales by time, location, payment method, and product performance.
Customers – Reports on customer activity, new sign-ups, geographic info, and buying behavior.
Suspended Sales – Monitors suspended or layaway transactions.
Deleted Sales – Logs voided or removed transactions to maintain accuracy and prevent misuse.
Discounts – Summarizes applied discounts to evaluate promotions and pricing strategies.
Giftcards – Covers all gift card transactions, including balances, audits, and sales performance.
Vouchers – Tracks all voucher activities, including:
Vouchers Issued – Total vouchers created and distributed.
Vouchers Redeemed – Tracks redeemed vouchers and related sales impact.
Outstanding Vouchers – Lists active vouchers yet to be redeemed.
Store Accounts – Tracks customer account balances, payments, and outstanding amounts.
Tags – Summarizes sales and performance based on item tags.
Tiers – Provides visibility into tiered pricing structures and their application.
Inventory and Product Reports
Track how your products are performing and keep your inventory organized and up to date.
Items – Tracks individual product performance, including top and low sellers, pricing history, and sales attributes.
Item Kits – Analyzes performance and pricing of bundled products.
Inventory Reports – Monitors stock levels, low inventory, damaged or expiring items, and overall inventory health.
Categories – Summarizes sales and performance data by product category.
Manufacturers – Tracks sales and activity linked to specific manufacturers.
Price Rules – Summarizes applied pricing rules and promotions.
Financial and Accounting Reports
Review your business’s financial health with detailed reports on profit, expenses, payments, and taxes.
Profit and Loss – Provides an overview of income, expenses, and overall profitability.
Expenses – Summarizes and details business expenses for better cost control.
Invoices – Tracks both customer and supplier invoices.
Payments – Insights into payment methods, amounts received, and register-level tracking.
Taxes – Summarizes collected and pending taxes for compliance and reporting.
Operational Reports
Monitor day-to-day business operations, from register activity to deliveries and appointments.
Registers – Shows register performance, sales totals, and activity summaries.
Closeout – Captures end-of-day register activity, including reconciliations and card transactions.
Receiving – Tracks supplier receivings, transfers, suspended/deleted entries, and tax details.
Deliveries – Monitors completed and pending deliveries.
Work Orders – Tracks services, repairs, or custom job progress.
Appointments – Provides a breakdown of scheduled appointments, tracking booking patterns and service efficiency.
Employee and Accountability Reports
Gain insights into employee performance, time management, and system activity for better accountability.
Employees – Insights into employee activity, sales contributions, and overall performance.
Commission – Tracks employee commissions with summaries, detailed views, and visual breakdowns.
Time Clock – Tracks attendance, logged hours, and time-off records.
Audit Trail – Logs changes within the system, showing who performed specific actions and when.
Custom Reports
Create reports tailored to your specific business needs using flexible search and filtering options.
Custom Report – Generate flexible, search-based reports tailored to your unique business needs.
Note:
Reports can be viewed in two formats:
Export to Excel for detailed data analysis.
Graphical Dashboard View for quick visual insights.
Ready to set up your account? Follow the checklist below to get your store running smoothly.