The menu "Reports" offers multiple tabs that contain various reports and data analyses related to sales transactions that have been 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.

I. Sales by Products

This page shows products that have been sold with profit in a period based on bestseller products will be placed at the top.

Table Index:

Column	Description
No	Number of product index
Name	Showing the Product's name
Qty	Showing the quantity of the products that have been sold
Cost	Showing the total cost of the product multiplied by the quantities that have been sold
Gross	Showing the total sales amount without calculating the discount
Sales	Showing total sales from the product multiplied by the quantities that have been sold
Tax	Showing total tax from the product
Sales + Tax	Showing total sales + tax from transactions
Profit	Showing profit from sales transactions on the sold product. (Profit = Total Sales - Total Cost)
%	Showing percentage from the margin

II. Sales Report by Category

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
Tax	Showing total tax from the categories product
Sales + Tax	Showing total sales + tax from transactions
Cost	Showing total cost from the sold Categories
Profit	Showing profit from sold Categories. (Profit = Net sales - Cost)
%	Percentage of margin

III. Sales Transaction Detail

This page shows a report of sales invoices with details in the column.

Table Index:

Column	Description
Name	Showing transaction numbers and products sold with detailed quantity, time, and profit
Code	Showing the code of products that have been sold
Qty	Showing the total quantity from products that have been sold
UOM	Units of measurement of the product
Cost	Showing total cost from the sold product
Price	Showing Price of the product that have been sold
Discount	Showing the total discount amount from the sales transactions on Categories
Total	Showing total sales from the transaction

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
Gross	Showing total sales amount from product without calculating the discount
Sales	Showing total gross sales from the transaction (excluding surcharge)
Tax	Showing total tax from the transaction
Surcharge	Showing total Surcharge from the transaction
Total	Showing total sales from the transaction
Payment	Showing payment status from the transaction

V. Top Customers

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
Code	Showing Customer's Code
Orders	Showing How many orders customers have made
Qty	Showing How many products quantities that customers have made based on the orders they've made
Cost	Showing the total cost of the transaction
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
Qty	Showing the total quantity from products that have been sold in the Outlet
Gross	Showing total sales amount from product in the Outlet without calculating the discount
Sales	Showing total sales from the Outlet
Avg. Daily	Showing the average outlet sales in daily
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
Ach(%)	Percentage of achievement

VII. Sales Compare by Outlet

Showing sales report compared by outlet.

Notes:

You can compare monthly by clicking the View Monthly button.

VIII. Tag

The transactions coming from Online and Offline are displayed separately based on the tag 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
Tag	Showing name tag of the Outlet
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 the total cost of the Outlet
Profit	Showing total profit from the Outlet

IX. Person

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
Basket Size	Showing average of quantity
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. Discount

Showing up the transaction with discount per product and discount per invoice based on amount or percentage.

Table Index:

Column	Description
Outlet	Showing the Outlet's name
Variant	Showing variant's product
Code	Showing the code of products that have been sold
Number/Note	Showing customer invoice number and note
Date	Showing the Created Date from the customer invoices
Quantity	Showing product quantities
Cost	Showing total cost of the product
Original Price	Showing the original price of the product before selling
Price	Showing the selling price of the product
Discount	Showing discount amount per item with percentage on the customer invoice
Discount%	Showing discount amount per invoice with percentage on the customer invoice
Net Sales	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.

Notes:

On this new update, you can use a filter to compare reports based on what year you chose.

XVI. Yearly Sales Performance

Showing Yearly Reports divided per Year.

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:

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

Report Menu Introduction

I. Sales by Products

Table Index:

II. Sales Report by Category

Table Index:

III. Sales Transaction Detail

Table Index:

IV. Sales Summary

Table Index:

V. Top Customers

Table Index:

VI. Outlet Performance

Table Index:

VII. Sales Compare by Outlet

VIII. Tag

Table Index:

IX. Person

Table Index:

X. Discount

Table Index:

XI. Price Range Report

XII. Top Brand

Table Index:

XIII. Peak Hour Chart

XIV. Daily Sales Performance

XV. Monthly Sales Performance

XVI. Yearly Sales Performance

[Tutorial Video] Report Menu Introduction:

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