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Reports: sales, profit, udhar and more

Reports show how the shop is doing. Open Reports (phone: More → Reports), choose the dates at the top and pick a tab.

The report tabs

  • Sales — net sales, grouped by day, item, customer or salesman.
  • Profit — sales, cost of goods, gross profit, expenses, stock loss and day-close shortage, and the net profit. Locked with your PIN.
  • Purchases — purchase bills and returns to suppliers, by supplier or item.
  • Damage & loss — stock removed for damage, expiry or loss, at cost.
  • Udhar (receivable) — who owes you and for how long: 0–30, 31–60, 61–90 and 90+ days, with a Remind button.
  • Dena (payable) — what you owe each supplier.
  • Khali crates — empties with customers (only if empties are switched on).

Tips

  • The udhar and dena reports are always “as of today” — the dates don't change them.
  • Today's sale, today's profit and cash in hand are also on the dashboard (phone: Home).

Export a report

On the computer (website)

  1. Open Export above the report.
  2. Choose Download CSV (Excel) or Print.

On the phone app

  1. Tap Export.
  2. Choose Share CSV (Excel) or Share PDF, and pick where to send it.

Common problems

“You don't have access to reports”
What to do: Your role doesn't include reports. Ask the owner.
Profit looks wrong
What to do: Check the items' cost and that purchases were entered. Profit uses the average cost of what you sold.
Reports don't open on the phone
What to do: Reports need the internet.

All help topics