Reports Overview

Generate and view reports to track your store's performance.

Accessing Reports

Go to Insights & Config > Reports from the sidebar.

Available Reports

Sales Reports

  • Daily Sales Summary — end-of-day revenue, transactions, and averages
  • Weekly/Monthly Trends — compare sales over time
  • Top Products — best-selling products by quantity and revenue
  • Sales by Cashier — performance per employee
  • Sales by Branch — revenue comparison across locations
  • Payment Methods — breakdown by cash, mobile money, bank transfer

Inventory Reports

  • Stock Levels — current quantities across all products and branches
  • Low Stock Alert — products below reorder threshold
  • Inventory Value — total cost value of current stock
  • Stock Movements — all adjustments, transfers, and corrections
  • Inventory Aging — products with slow turnover

Order Reports

  • Order Status — breakdown by pending, confirmed, shipped, delivered
  • Average Processing Time — time from order to delivery
  • Delivery Performance — on-time vs delayed deliveries
  • Returns & Refunds — return rate and reasons

Financial Reports

  • Revenue Overview — total income from sales and transfers
  • Profit & Loss — revenue vs expenses
  • Wallet Transactions — deposits, withdrawals, and fees
  • Tax Summary — taxes collected and payable

Generating a Report

  1. Select the report type
  2. Choose a date range
  3. Select filters (branch, cashier, category, etc.)
  4. Click Generate

Exporting Reports

Export any report as:

  • CSV — for spreadsheet analysis
  • PDF — for printing or sharing

Scheduling Reports

Set up automatic report delivery:

  1. Open the report
  2. Click Schedule
  3. Choose frequency (daily, weekly, monthly)
  4. Select recipients
  5. Save

Data Freshness

Reports reflect real-time data. For large datasets, you may see a brief loading indicator while data is processed.