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Reports
Updated over 5 months ago

App

  1. Go to Reports in the bottom slash.

2. Here you can consult all the key indicators of your business that will help you make better data-driven decisions, such as the day's revenues and sales, profits, and so on.

3. It also shows you the most used payment method, best selling products, best customers, best categories and best employees with the amount they have sold.

4. By clicking on the top slash, which shows the date, you will be able to filter the date range you prefer to access more reports, either by day, week, month and year.

5. If you select Income you can view them by hour, day, week, month or by selecting the date of your preference.

6. Within the Payment Methods report, a graph will be displayed indicating the most used payment type and at the bottom it will be shown in detail.

7. In the Financial Report, you can choose to display either the Expenses or Incomes. Depending on your selection, the categories recorded and the total generated in each will be displayed.

8. In Sales by Product, a ranking of the best-selling products is presented. You can select the date of your preference to review the best-selling products in previous periods.

9. The Sales by Customer report is presented similarly to the product report. It is a list that shows which customers have made the most purchases in your business.

10. Finally, in the employee report, you can choose the date you want and it is presented in levels. The first three show those who have made the most sales or have had the most movement within the application.

Web

  1. Go to MenuReports.

  2. It will show you the report of the day, such as revenue, profit and the amount of sales made. You will also have access to more reports such as best categories, products, employees, customers, payment methods and more.

  3. To view more reporting periods, click on the calendar in the upper right corner and set the reporting period.

💡Click Export to download the Excel sheet with the payment method receipts or click Print to print the report.

4. For a more thorough review, choose the option you prefer and click on See details and it will be displayed as follows:

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