Reports & insights

Reports are assembled from what has already been recorded. There is nothing to enter separately — every sale, movement and expense already carries what a report needs.

The dashboard

Dashboard is today: what has been taken, what is owed, what is running low, what needs attention. It answers "is anything wrong right now" rather than "how did last quarter go".

Reports

Reports covers the periods that matter:

• Sales — by period, branch, staff member, channel and origin
• Stock — what moved, what it cost, what is sitting still
• Margin — revenue against cost of goods, per item and overall
• Expenses — by category and by period
• Staff — who sold what, and what they are owed in commission

Origin matters

Every sale records where it came from — the storefront, the counter, a table QR, a partner link. Without that, "online is working" is a feeling. With it, it is a number.

Exports

Reports export to a file you can open in a spreadsheet. Export always works, including for a business whose account has lapsed — refusing somebody their own records turns a billing dispute into a legal one.

Backups

Settings → Backup takes a copy of your data. It is yours to keep, wherever you keep important things.

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