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Reports

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The Reports menu answers the questions every business owner asks: How much did we sell? What did we collect? What did we spend? What's working?

All reports work the same way — choose your store and dates, then sort, filter, group or export. See Working with Lists.

Menu itemGuideWhen you'll see it
Sales TrendsSales ReportsAlways
Sales Reports › Sales By Hour, Products, Discount Products, Services, Membership, Package, Package Services, TipsSales ReportsAlways
Sales Reports › Multi Center Membership Wallet Sales / ReceiptsSales Reports🔑 Only if Multi Center Membership Wallet is on
Sales Reports › Membership Wallet SalesSales Reports🔑 Shown when Multi Center Membership Wallet is off
Sales Reports › Bill Based, Day Wise Sales, Day Wise Summary, Month Wise Sales Summary, Sales Based GST CollectionSales ReportsAlways
Sales Reports › Returns and ExchangesSales ReportsAlways
Tally ReportsGST, Tally and Profit & Loss🔑 Only if Export to Tally is on
KOT ReportsExpenses, Till, KOT and Job WorkAlways
Wallet ReportsCustomer and Marketing ReportsAlways
Aggregate ReportsCustomer and Marketing ReportsAlways
Referral ReportsCustomer and Marketing ReportsAlways
GST ReportsGST, Tally and Profit & LossAlways
Purchase ReportsPurchase ReportsAlways
Profit and LossGST, Tally and Profit & LossAlways
Coupon ReportsCustomer and Marketing ReportsAlways
Gift Voucher ReportsCustomer and Marketing ReportsAlways
Feedback ReportsCustomer and Marketing Reports🔑 Which reports appear depends on your feedback setup — see the guide
Package Due Report / Item DueCustomer and Marketing ReportsAlways
Expenses ReportsExpenses, Till, KOT and Job WorkAlways
Till Opening / Closing ReportsExpenses, Till, KOT and Job WorkAlways
WhatsApp / SMSWhatsApp / SMS ReportsSome items 🔑 — see the guide
Job WorkExpenses, Till, KOT and Job WorkAlways