Reports

Reports answers three questions: How much did I sell? How much did I make? What's in my stock? Each answer is a tab: Sales, Profit and Stock. Reports are for owners and managers.

Money still owed has its own tabs: Credit (customers who owe you) and Receivables & payables (what others owe you, what you owe and the net) — see Receivables & payables.

#Choose the period and shop

The bar under the tabs sets the time and the shop for all three tabs.

When to use: every time you open Reports.

1. Open Reports.
2. Tap a period: Today, Yesterday, This week, This month or This year.
3. For other dates, tap Custom and pick the first and last day.
4. Use the arrows (Previous period and Next period) to move back or forward, for example to last month.
5. If you have more than one shop, tap the shop chip and pick one shop or All shops.

#Sales

The Sales tab shows how much you sold after discounts and refunds.

When to use: at the end of the day, or to see your busiest hours and best items.

1. Open Reports and tap Sales.
2. Read the top numbers: Net sales, Number of sales, Average sale and Money collected.
3. Look at the chart to find your busiest hour, day or month.
4. In Where the money came from, tap a line to see details, such as Discounts or Refunds.
5. Scroll down for Top items, Categories, Payment methods, Team sales and Top customers.

#Profit

The Profit tab shows what you kept after the cost of the items, expenses and lost stock.

When to use: at the end of the week or month, to see if the shop is making money.

1. Open Reports and tap Profit.
2. Read Profit, Profit margin and Gross profit at the top.
3. In How your profit is worked out, tap a line to see its details, such as Expenses or Damaged or lost stock.
4. Check Best earners, Low margin and Sold below cost to find items to reprice.
5. Open Profit by item and use Sort by to sort the list.

#Stock

The Stock tab shows how much money is in your stock and which items need attention.

When to use: before you order from suppliers, or to find items that don't sell.

1. Open Reports and tap Stock.
2. Read Stock value (what you paid), Value at selling price and Possible profit.
3. Under Needs attention, tap a box: Low stock, Out of stock, Below zero, Expiring soon or Not selling.
4. Check Stock in and out for what you bought, sold and lost in the period.
5. Tap Open inventory to fix stock levels.

#Print or export

You can print a short sales summary, or download your numbers as CSV or Excel files for your accountant.

When to use: to keep a daily record, or to send numbers to your accountant.

1. Open Reports and tap Sales.
2. Choose the period and shop.
3. Tap Print summary to print a receipt-size summary. On phones it is the printer icon.
4. Or tap Export at the top of Reports to download sales, payments, tax, refunds, expenses and more. On phones it is the download icon. See Exports for your accountant.