Reports holds the questions people usually ask at the end of a week or a month. Every report can be exported as PDF or Excel, with its caveats printed on the document so a figure never travels without its context.
What each one answers
- Profit and loss — revenue against the cost of what you sold and the expenses you recorded. Computed from the order lines themselves, so it does not drift when a product's price changes later.
- Inventory valuation — what your stock is worth, at cost and at retail, per branch. Recorded daily, so you can look back rather than only at today.
- Inventory movement statement — what came in, what went out, and what that did to the value between two dates.
- Aged receivables — who owes you, and for how long.
- Discounts — what you gave away, and on what.
- Expense register — what you spent, by type.
- Staff performance — sales by the person who rang them up.
- Insights — trends across periods rather than a single figure.
- Packs — a month-end bundle of the above, produced together.
Cost figures are need-to-know
Whether someone can see cost prices and margins is a per-business setting, decided by role. Where a role cannot see cost, those columns are removed from the report before it leaves the server, not hidden in the browser. An exported file carries the same rule as the screen.
Dates mean your trading day
A report bounded by dates uses your business's own timezone, so an evening's sales land in the day you actually traded them rather than being pushed into the next one.
Daily summary
Daily summary is the shorter, everyday version: one row per day, compiled overnight. It is what the dashboard reads for its period figures.