Reports

Reports turn the day-to-day record of your sales into a clear picture of how your shop is doing. Pick a date range, read the numbers, and — if you want — download them to a spreadsheet. No accounting knowledge needed.

Who uses itOwners and managers checking how the business is going.

How long it takesA glance — or a few minutes if you want to export.

Where to find itClick Reports in the sidebar.

Overview

The Reports menu in the sidebar holds a small, focused set of reports — the ones a busy shop actually uses. Each one looks at the same underlying records (your sales, customers and stock), but answers a different question:

Sales summary — how much you sold over a chosen period, broken down into totals.
Sales by product — which items sold the most (and the least).
Aged receivables — which customers owe you money, and how overdue it is. (Receivables just means money customers owe you for credit sales.)
Sync log — a record of sales made while offline and whether they've safely uploaded to the server.

Every report works the same way: choose a date range at the top, read the table or chart, and click Export if you want the figures in a spreadsheet.

The Sales summary report with totals and a date-range selector — The Sales summary: pick a date range at the top, and the totals update below.

Why it's useful

You see the whole shop at a glance. Yesterday's takings, this month's total, your busiest day — all without adding anything up yourself.
You spot what's working. The best-sellers list tells you what to keep in stock; the slow movers tell you what to discount or drop.
You chase the money you're owed. Aged receivables shows exactly who's behind on payment so nothing slips through the cracks.
You can hand clean figures to your accountant. Export any report to CSV or Excel and email it on — no copying numbers by hand.

How to read a report, step by step

Open the Reports menu
Click Reports in the left sidebar, then pick the report you want — Sales summary, Sales by product, Aged receivables or Sync log.
Choose your date range
At the top of the report there's a date-range selector. Use the quick buttons (such as 7d, 30d or YTD for year-to-date), or pick a custom range with the start and end dates. The report refreshes to cover only that period.
Read the numbers
The report shows its figures as a table — and, where it helps, a simple chart. Totals are formatted in your shop's currency, so they read exactly as they would on a receipt.
Export it (optional)
Click Export to download the report. Choose CSV (a plain spreadsheet file that opens anywhere) or Excel if you want a tidy, ready-formatted file. The download covers exactly the date range and view you're looking at.

That's the whole rhythm

Pick a range, read the totals, export if you need to. Every report below follows that same pattern.

The reports in detail

Sales summary

This is the report most owners open first. It adds up everything you sold over the chosen period into a handful of plain totals — gross sales, returns, discounts, the net you actually kept, and the tax collected on top. It's the answer to "how did we do this week?"

A small chart shows the day-by-day trend, so you can see your busy and quiet days at a glance.

Sales by product

This report lists your products with how many of each sold and how much money each brought in over the period. Sort it to find your best sellers (what to never run out of) and your slow movers (what to discount or stop stocking).

Column	What it means
Product	The item's name and code.
Quantity sold	How many units left the shop in this period.
Revenue	The money those sales brought in.

The Sales by product report ranking items by quantity and revenue — Sales by product ranks your items so the best and worst sellers stand out.

Aged receivables

When a customer buys on credit, they owe you money — that owed money is called a receivable. This report lists every customer with an outstanding balance and groups what they owe by how old it is: still current, 1–30 days overdue, 31–60 days, and so on. The further to the right a figure sits, the longer it's been unpaid — and the sooner you'll want to chase it.

To take a payment against a balance, head to Customer payments.

Sync log

If the internet drops, you can keep selling — those sales are saved on the till and uploaded once you're back online (see Selling offline). The Sync log is the record of that uploading. Each row shows a sale that was made offline and whether it synced successfully, hit a conflict, or failed. It's your reassurance that nothing made offline got lost.

Most of the time every row reads "success" and you never need to look. The tabs at the top let you filter to just the rows that need attention.

Exporting to CSV or Excel

Every report can be downloaded so you can keep a copy, share it, or work with it in a spreadsheet:

CSV — a simple text spreadsheet that opens in Excel, Google Sheets, Numbers, or anything else. Best for feeding figures into another tool.
Excel (XLSX) — a tidy, ready-formatted spreadsheet with headers in place. Best for sending to an accountant or filing away.

The export always matches what's on screen — same date range, same view — so there are no surprises in the file.

Tips & best practices

Set the date range first. The whole report follows it — a wrong range is the usual reason a total looks "off".
Check the Sales summary every morning. Comparing yesterday to the day before takes seconds and keeps you in touch with the business.
Use Aged receivables to plan your follow-ups. The oldest balances are the ones least likely to be paid — chase those first.
Export monthly for your accountant. A consistent monthly Excel export makes their job (and your bookkeeping) far easier.

Notes & warnings

Reports reflect the sales that have been recorded. A sale made offline only shows up once it has synced — so if a figure looks low, glance at the Sync log to confirm everything has uploaded.

What you can see may depend on your role. Some staff accounts are limited to their own sales rather than the whole shop's totals. If a report looks emptier than expected, your permissions may be narrowing it.