Reports overview

Open Reports to see how your shop is doing.

Report tabs

Tab	What you see
Overview	Summary of sales, profit, orders, and key charts
Sales	Sales by date, channel, payment method, and more
Purchase	Purchase spend and due
Inventory	Stock value, low stock, and out of stock
Customers	Customer and khata related insights
Products	Product performance
Profit & Loss	Profit and loss statement

Filters

You can filter by period such as:

• Today
• Yesterday
• Last 7 days
• This month
• All time
• Custom dates

Some views also filter by payment mode, customer type, or sale channel.

Open reports

1. Open Reports.
2. Choose a tab.
3. Set the period filter.
4. Read the numbers carefully.
5. Export CSV when the option is shown.

Next

• Sales reports
• Inventory reports
• Profit and loss