Articles on
Reports
6 topics in this section
Customer and Marketing ReportsSee how your wallets, referrals, coupons, gift vouchers and feedback are doing — and which customers are due for their next visit.WhatsApp / SMS ReportsKeep track of the messages you send to customers and your message balances.Purchase ReportsLook back at what you've bought from your vendors. To record purchases or pay vendors, see Inventory › Purchase.Sales ReportsSales reports answer every "how much did we sell?" question — by day, by month, by item, by staff member, by payment method. They all work the same way…Expenses, Till, KOT, Job Work and Job Card ReportsReports about running the store day to day: what you spend, how much cash is in the till, kitchen orders, job work and job cards.GST, Tally and Profit & LossThese reports help you (and your accountant) with tax returns and your books.
About this section
Reports
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?
Most reports work the same way — choose your store and dates, press the report's Show button, then sort, filter, group or export. See Working with Lists.
| Menu item | Guide | When you'll see it |
|---|---|---|
| Sales Trends | Sales Reports | Always |
| Sales Reports › Sales By Hour, Products, Discount Products, Services, Membership, Package, Package Services, Tips | Sales Reports | Always |
| Sales Reports › Multi Center Membership Wallet Sales / Receipts | Sales Reports | 🔑 Only if Multi Center Membership Wallet is on |
| Sales Reports › Membership Wallet Sales | Sales Reports | 🔑 Shown when Multi Center Membership Wallet is off |
| Sales Reports › Bill Based, Collection Summary, Day Wise Sales, Day Wise Summary, Month Wise Sales Summary, Sales Based GST Collection | Sales Reports | Always |
| Sales Reports › Returns and Exchanges | Sales Reports | Always |
| Tally Reports | GST, Tally and Profit & Loss | 🔑 Only if Export to Tally is on |
| KOT Reports | Expenses, Till, KOT, Job Work and Job Cards | Always |
| Wallet Reports | Customer and Marketing Reports | Always |
| Wallet Reports › Day Wise Wallet Store Settlement / Other Store Wallet Receipt Summary | Customer and Marketing Reports | Always (they only fill in if Multi Center Membership Wallet is on) |
| Aggregate Reports | Customer and Marketing Reports | Always |
| Referral Reports | Customer and Marketing Reports | Always |
| GST Reports | GST, Tally and Profit & Loss | Always |
| Purchase Reports | Purchase Reports | Always |
| Profit and Loss | GST, Tally and Profit & Loss | Always |
| Coupon Reports | Customer and Marketing Reports | Always |
| Gift Voucher Reports | Customer and Marketing Reports | Always |
| Feedback Reports | Customer and Marketing Reports | 🔑 Which reports appear depends on your feedback setup — see the guide |
| Package Due Report / Item Due | Customer and Marketing Reports | Always |
| Expenses Reports | Expenses, Till, KOT, Job Work and Job Cards | Always |
| Till Opening / Closing Reports | Expenses, Till, KOT, Job Work and Job Cards | Always |
| WhatsApp / SMS | WhatsApp / SMS Reports | Some items 🔑 — see the guide |
| Job Work | Expenses, Till, KOT, Job Work and Job Cards | Always |
| Job Work › Job Cards | Expenses, Till, KOT, Job Work and Job Cards | Always |