Reports & Analytics 📈

Understanding your business performance is key to making informed decisions. The Reports module provides comprehensive analytics and insights into your sales, inventory, customers, and finances.

Reports Overview

Navigate to Reports from the main menu to access:

• Sales Reports: Sales performance and analytics
• Inventory Reports: Stock levels and valuation
• Customer Reports: Customer analytics
• Financial Reports: Profit & Loss, expenses
• Staff Reports: Staff performance metrics

Sales Reports

Sales Report

Comprehensive sales analytics:

• Total sales by date range
• Number of transactions
• Average transaction value
• Sales by payment method
• Sales by product
• Sales by staff member
• Sales by location
• Sales trends over time

Navigation: Reports → Sales Reports → Sales Report

Debts Report

Track outstanding payments:

• Total outstanding debts
• Debts by customer
• Aging analysis (how long debts have been outstanding)
• Payment history
• Credit sales summary

Credit Sales Report

Analyze credit sales:

• Total credit sales
• Outstanding credit balances
• Credit sales by customer
• Payment trends
• Credit limit utilization

Inventory Reports

Inventory Overview

Comprehensive inventory analytics:

• Total inventory value
• Stock levels by category
• Low stock items
• Overstock items
• Stock movement trends
• Inventory turnover rate
• Stock valuation by location

Navigation: Reports → Inventory Reports → Inventory Overview

Customer Reports

Customer analytics and insights:

• Customer List: Export customer database
• Purchase History: Detailed customer purchase reports
• Customer Lifetime Value: Calculate total value per customer
• Top Customers: Identify your best customers
• New vs. Returning: Track customer acquisition
• Customer Groups: Performance by customer group

Financial Reports

Profit & Loss (P&L)

View your financial performance:

• Revenue: Total sales income
• Cost of Goods Sold (COGS): Cost of products sold
• Gross Profit: Revenue minus COGS
• Operating Expenses: Business expenses
• Net Profit: Final profit after all expenses
• Profit Margins: Percentage margins

Navigation: Reports → Customer & Financial → Profit & Loss

Expense Reports

Track business expenses:

• Total expenses by category
• Expenses by date range
• Expense trends
• Expense vs. revenue comparison

Navigation: Reports → Customer & Financial → Expense Reports

Staff Reports

Track staff performance:

• Sales by staff member
• Transactions processed
• Performance comparisons
• Activity logs

Using Reports

Filtering Reports

Most reports support filtering by:

• Date Range: Select specific time periods
• Location: Filter by business location
• Staff: Filter by staff member
• Category: Filter by product category
• Customer: Filter by customer or customer group

Exporting Reports

Export reports in various formats:

• PDF: For printing and sharing
• CSV: For data analysis in Excel or Google Sheets
• Excel: Formatted spreadsheet with charts

How to export:

1. Generate the report you want
2. Apply any filters
3. Click "Export" button
4. Select export format
5. Save the file

Report Best Practices

• Regular Reviews: Check reports weekly or monthly to stay informed
• Compare Periods: Compare current period to previous periods to identify trends
• Use Filters: Filter reports to focus on specific areas
• Export Important Reports: Save key reports for record-keeping
• Share with Team: Share relevant reports with staff or stakeholders

Common Report Use Cases

Daily Sales Review

Check daily sales reports to:

• See how much you sold today
• Identify best-selling products
• Track payment methods used
• Monitor staff performance

Monthly Business Review

Use monthly reports to:

• Review overall performance
• Compare to previous months
• Identify growth opportunities
• Plan for the next month

Inventory Planning

Use inventory reports to:

• Identify low stock items
• Plan reorders
• Track inventory value
• Optimize stock levels