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Sales Reports

Accessing Reports

  1. Click Reports in the sidebar (Manager and Admin only).
  2. The page defaults to the current calendar month.

Changing the Date Range

Use the From and To date pickers, or quick presets: Today, Last 7 Days, This Month. All report sections update automatically.

Report Sections

Sales Summary

MetricDescription
Total RevenueSum of all completed sales in the period
TransactionsNumber of completed sales
Avg TransactionAverage sale value
Items SoldTotal quantity of all items sold

Top Products

Best-selling products ranked by revenue: Product Name, Quantity Sold, Revenue Generated.

Cashier Breakdown

Performance per cashier: Name, Transactions, Total Revenue.

Top Customers

Highest-spending customers: Name, Transactions, Total Spend, Average Order Value, Last Visit. Click any row to open that customer's full profile.

Tax Summary (when Tax Module is enabled)

Go to Reports → Tax Summary and select a date range.

Amount
Output Tax CollectedTax from all completed sales in the period
Input Tax PaidTax from all received purchase orders in the period
Net Tax LiabilityWhat you owe to the tax authority (Output − Input)

The breakdown table shows each tax rate separately (e.g. Standard at 20.5% and Zero-rated at 0%) with the taxable base amount and tax collected per rate. Use this as a starting point when preparing your VAT/GST filing.


FAQ

Q: Are voided sales included in reports?

A: No. Only completed sales are counted. Voided sales are excluded from all figures.

Q: Can a Cashier access the Reports page?

A: No. Reports are restricted to Managers and Admins.

Q: Can I export the reports?

A: Export functionality is not available yet. Use your browser's print function to save a snapshot.

Q: Why don't I see any customers in the "Top Customers" section?

A: Only sales with an attached customer are counted. Walk-in/anonymous sales are excluded. Make sure cashiers are attaching customer records at checkout.

Q: Why does "Top Products" only show 10 items?

A: The report defaults to the top 10 performers to keep the view focused.

Q: The numbers don't match what I expected.

A: Verify your date range is set correctly. Remember that voided sales are excluded and only completed transactions count.

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