How to read your sales reports and download them

1. Open Reports and pick a period

Click Reports in the left menu. Pick a period: Today, Last 7 days, Last 30 days, This month, Last month, This year or Custom. For Custom, choose From and To dates, up to one year, and click Apply.

Watch out: Cashiers cannot open Reports. Give someone a Viewer login if they only need to read reports.

2. Read the numbers

In the Pharmacy edition, the cards show:

• Revenue: the total of your bills.
• Collected: what you were paid, and how much is still pending.
• Gross profit: sale price minus cost price.
• Margin: gross profit as a share of revenue.

Below them, a chart shows revenue by day and Top products lists your best sellers with quantity, revenue and profit.

In General Trade, pick a report from the list: Sale report, Purchase report, Item-wise sales, Stock summary, Profit & Loss, Bill-wise profit, By party, By category, Cash flow or Balance sheet.

Tip: Profit is worked out from the cost prices you entered. Fill the cost price on every item, or the profit numbers will be wrong.

3. Download the report

Click Download and choose Excel (.xlsx) or PDF. The file covers the period you picked. To get only some parts, click Choose sheets, tick the ones you want and download.

Done: You have the report as a file to keep, print or send to your accountant.