What each report answers

Pick the dates, then narrow with filters such as Regions, Locations, Users or Payment methods. Group by turns the rows into days, weeks, months, sellers and more.

Search ignores capitals and accents: “jose” finds José García, and “nunez” finds Núñez.

Compare to sets the figures against the Previous period or the Same period last year. Export CSV downloads the report with the filters you picked, for your accountant.

The report speaks your language: its columns, its rows and the CSV made from it. The file's name is written without accents, so any spreadsheet or computer opens it.

To come back to a set of filters or send it to a colleague, save it as a view or copy its link (Save a view and share a link).

What was sold, invoice by invoice: by date, seller, payment method, customer, location and status.

Categories keeps the invoices holding a product from those categories, each counted in full. For what one category sold on its own, use Products grouped by Category.

Customer type picks New (had never bought before the period started), Returning (had bought before) or Walk-in (no customer on the invoice).

How much came in by each payment method: gross, refunds and net, by region and location. Customer type filters it too.

It also needs the right to see Accounting; by default the owner, administrators and managers have both.

Business costs by category, vendor, payment method and recurring source (Record an expense (including wages you paid)). It also needs the right to see expenses.

Its Payment methods filter offers the ways an expense is paid: Cash, Card, Bank transfer and Other. Other also keeps older expenses saved without a method.

What customers still owe on open layaways and how long they have owed it. Group by customer to see who to chase (Layaway: hold items while a customer pays over time).

Its dates pick layaways by the day they were opened, and it opens on this year. The company dashboard's Layaways: still owed counts every open layaway; See who owes → opens this report on dates that hold them all (The dashboards, day to day).

What your shops still owe in goods on gift cards sold but not spent: Still owed, Cards, Sold, Spent so far and Age.

The money was already counted when each card was sold; this is what is left to hand over (Gift cards).

Only in Expert accounting. For each payment method: gross sales, refunds, card fees, and the difference between what the invoices say and what reached the account (Simple or Expert accounting).

Every closed day in one list: what the till expected, what was counted and who closed it. A red difference means the drawer and the sales didn't agree (Close the day).

Units sold and refunded by SKU, with testers, damaged stock, transfers and stock-takes. Cost and margin columns appear only for people allowed to see cost prices.

What isn't selling: days since each product last sold, units on hand and their value, including products that have never sold.

Every stock change and why: sales, refunds, testers, write-offs, corrections, transfers, stock-takes and deliveries. Group by type to see what you lost.

Received orders, one per row: placed and received dates, supplier, units, total and paid (Order from a supplier and receive it). The money columns (goods, shipping, customs, total and paid) appear only for people allowed to see cost prices or purchase orders.

Counted against the system across every stock-take, in units and at cost, by location, product or category (Blind stock-take: count your shop's stock).

Hours worked, breaks, each seller's sales, commissions, bonuses and deductions. Pay columns appear only for people allowed to see commissions and bonuses.

Top spenders, first and last visit, average ticket, and New against Returning customers. Min spend keeps only customers above an amount.

Each customer appears by name only, never with their email or phone. Two customers with the same name read “Ana Ruiz” and “Ana Ruiz · 2”, the second being the one who joined later.

The names are for people who may see your customers. Anyone else reads the same figures with every row as “Customer”, “Customer · 2” and so on, numbered in the order customers joined.

Sales, tickets and units by day of the week and hour of the day: when your business actually happens.

The bigger questions: who comes back, what money leaves with strangers, and who and what carries the shop (Read the Insights report).