Generating Reports

The Reports tab allows you to view the sales and inventory reports.

How to Generate a Report?

1.       Go to the Reports tab.

2.       Select the Start Date.

3.       Select the End Date.

4.       Select a location.

5.       Click on Run Report.

The system automatically generates the different reports for the selected period, which you can view by switching the tabs.

How to Filter Reports?

Once a report has been generated, you can filter it by clicking on the Filter Column button and selecting/deselecting the desired columns.

How to Export a Report?

You can export a report to CSV, Excel, or PDF/Print by clicking on the corresponding button.

GeneralSummary Report

On the top-right side of the screen under the Reports tab, you can see the summarized report for inventory, sales, net sales, profits, tax, and returns.