The menu "Reports" offers multiple tabs that contain various reports and data analysis related to sales transactions that have recorded. This tab is set up to fulfill different criteria of Reporting, and each one gives different reports based on their specific needs., For example, like the "Report Detail", this detail report displays detailed reports, for example you can see the cost of the product issued, the amount of profit earned, and the total sales sold.
Table of Contents :
IV. Sales Summary
VIII. Sales by Order Type
XII. Top Brand
XIII. Peak Hour Chart
This page show products that have been sold with profit in a period based on bestseller product will be placed at the top.
Table Index :
Column | Description |
No | Number of product index |
Name | Showing the Product's name |
Code | Showing the Product's code |
Quantity | Showing the quantity of the products that have been sold |
Total Cost | Showing the total cost of the product multiplied by the quantities that have been sold |
Total Sales | Showing total sales from the product multiplied by the quantities that have been sold |
Profit | Showing profit from sales transactions on the sold product. (Profit = Total Sales - Total Cost) |
This tab shows reports from the category of products sold in a period.
Table Index :
Column | Description |
Category | Showing Category product |
Quantity | Showing total quantity from categories that have been sold |
Gross Sales | Showing total sales amount from categories without calculating the discount |
Discount | Showing the total discount amount from the sales transactions on Categories |
Net Sales | Showing total sales amount from Categories after discount |
Cost | Showing total cost from the sold Categories |
Profit | Showing profit from sold Categories. (Profit = Net sales - Cost) |
This page show report of sales invoice with details in the column.
Table Index :
Column | Description |
Tax Added | Showing Total tax added from the customer invoices |
Sales with Tax | Showing Total sales with tax from the customer invoices |
Orders | Showing Total orders from the customer invoices |
Qty | Showing the Total quantity of products that have been sold |
Gross Sales | Showing Total sell amount with the discount |
Discount | Showing the Total discount amount from the customer invoices |
Tax Incl. | Showing the Total amount from included tax from the customer invoices |
Net Sales | Showing the Total sales amount without calculating the discount |
Cost (Percentage) | Showing Total cost from the customer invoices |
Profit (Percentage) | Showing Total Profit from the customer invoices. (Profit = Cost - Net Sales) |
IV. Sales Summary
Sales report with a simplified display.
Table Index :
Column | Description |
Outlet | Showing the Outlet from the transaction |
Number | Showing Customer Invoice Number |
Date | Showing the Created Date from the customer invoices |
Customer | Showing Customer Name from the transaction |
Sales Person | Showing Sales Person Name from the transaction |
Cost | Showing the total cost of the transaction |
Sales | Showing total gross sales from the transaction (excluding surcharge) |
Total | Showing total sales from the transaction |
Payment | Showing payment status from the transaction |
Report customer with that show how many transactions made, quantity sold, and amount of invoice.
Notes :
The customer with the most transactions is placed at the top of the row.
Table Index :
Column | Description |
Customer | Showing Customer's Name |
Groups | Showing Customer's Group |
Code | Showing Customer's Code |
Orders | Showing How many orders that customers have made |
Qty | Showing How many products quantities that customers have made based on the orders they've made |
Sales | Showing Total Sales from the customer |
Tax | Showing Total Tax from the customer's transaction |
Sales + Tax | Showing Totals Sales with Tax from the customer |
VI. Outlet Performance
Find out and analyze the best outlet which had many transactions occur.
Notes :
You could evaluate an outlet with minimum transaction here.
Table Index :
Column | Description |
No. | Showing index data from the outlet transactions |
Outlet | Showing the Outlet's name |
Trans | Showing how many transactions occurred in the Outlet |
Sales | Showing total sales from the Outlet |
Tax | Showing total tax from the Outlet |
Sales + Tax | Showing total sales and tax from the Outlet |
Cost | Showing total cost from the Outlet |
Profit | Showing total profit from the Outlet |
Showing sales report compared by outlet.
Notes :
You can compare monthly by clicking the View Monthly button.
VIII. Order Type
The transaction coming from Online and Offline are displayed separately based on the type of sales.
Notes :
An example, if you have online selling on Marketplace, it will be placed to Online sales type.
Table Index :
Column | Description |
No. | Showing index data from the outlet transactions |
Outlet | Showing the Outlet's name |
Trans | Showing how many transactions occurred in the Outlet |
Sales | Showing total sales from the Outlet |
Sales + Tax | Showing total sales and tax from the Outlet |
Cost | Showing the total cost of the Outlet |
Profit | Showing total profit from the Outlet |
IX. Employee Report
This tab shows sales reports coming from salespersons assigned to the transaction.
Table Index :
Column | Description |
Sales Person | Showing Salesperson name |
Orders | Showing how many transactions occurred from that Salesperson |
Quantity | Showing how many quantities are sold by the Salesperson |
Sales | Showing total sales from the Sales Person |
Tax | Showing total tax from the Sales Person |
Sales + Tax | Showing total sales and tax from the Salesperson |
Cost | Showing total cost from the Salesperson |
Profit | Showing total profit from the Salesperson |
X. Discounted
Showing up the transaction with discount per product and discount per invoice based on amount or percentage.
Table Index :
Column | Description |
Name | Showing the product's name |
Qty | Showing product quantities |
Number | Showing customer invoice number |
Item% | Showing discount amount per item with percentage on the customer invoice |
Order% | Showing discount amount per invoice with percentage on the customer invoice |
Order2% | Showing the second discount amount per invoice with a percentage on the customer invoice |
Order % Amount | Showing discount amount per invoice with the amount from the percentage discount on the customer invoice |
Unit Price | Showing the selling price of the product |
Total | Showing the total selling price from the products multiplied by the qty |
XI. Price Range Report
Showing price analysis report by price interval.
Notes :
Use a filter to customize price intervals.
XII. Top Brand
Find out the best or top brand of product that has been sold on this tab
Notes :
Only products that are filled brand section appear here.
Table Index :
Column | Description |
Brand | Showing brand of products |
Sold | Showing numbers of quantity sold from that product's brand |
Total | Showing total sold from that product's brand |
XIII. Peak Hour Chart
Showing Timeline of the Transaction Per Hour & Per Session.
XIV. Daily Sales Performance
Showing Daily Reports Monthly divided by day.
XV. Monthly Sales Performance
Showing Monthly Reports Yearly divided by month.
Filter the report as needed, then click the search button.
Notes :
On this new update, you can use a filter to compare reports based on what year did you choose.
Notes :
The report above is a Sales Report, if you want to access the Purchase Report, you can check it on the More menu.
[Tutorial Video] Report Menu Introduction :
You might also like to read this article :
Have you ever wondered why sales reports with reports sometimes have different numbers? You can check the following articles: Why total amount between sales and payment doesn't match?
Does your business have several types of sales? (Example: Online & Offline Sales) You can check performance by type of sales, please check this article for a more detailed explanation: Report Based on Sales Order Type
Do you want to see a detailed sales report for a specific period? Please check this article for a more detailed explanation: Report Sales Detail