Insights & manage
Reports & dashboards
Dashboards, the report tiles and insights about how the shop is doing.
In the app:DashboardsReports
12 guides
How to
7- Gift cards outstanding: what you still oweSee how much your shops still owe on gift cards sold but not yet spent, by shop and by age, and find each card that still has money on it.
- Review the day closes: counted against expectedSee every closed day in one list: what each shop counted against what the till expected, method by method, who closed it and where it didn't match.
- The Sales report: sales, refunds, VAT and marginSee what your shops sold in any period, by day, seller, payment method or customer: sales, refunds, VAT, margin and average ticket, ready to compare or export.
- Stock reports: what sells, what sits and where it wentThe reports behind stock decisions: what each product sold, what isn't selling and what it's worth, every stock movement, and what your counts found missing.
- Export your figures for your accountantSend your accountant a month's sales and VAT, payments by method, expenses and pay, each as a spreadsheet from the screen that holds it.
- Save a view and share a linkName a set of filters on Invoices or a report and open it again with one tap, or copy the page's link to send a colleague the same view.From Invoices & refunds
- Read your salary pageMy salary shows what you have earned day by day: commission, hours, bonuses and deductions. It is an estimate for the month, not a payslip.From Team & pay
Understand
5- What each report answersThe Reports hub gathers every data report in one grid, grouped into Money, Stock and People. Here is the question each one answers and what to read first.
- Read the Insights reportInsights answers what the other reports don't: who comes back, what money leaves with strangers, when the week happens, and who and what carries the shop.
- The dashboards, day to daySix dashboards in their own Dashboards folder answer the running questions: how am I doing, how is the company doing, which shop, which product, which seller.
- Till vs takings: why the day close and the reports differWhat the till expects at the close and what the reports count are the same money, sorted differently. Here is where they part: layaways, late changes and gift cards.
- Pay, commission, targets and costs: which report answers whatThe reports behind pay and costs: hours and commission per person, what each one earns, targets, what the shop spends and what is left. Here is the question each one answers.