Go to Reports in the sidebar to see every report grouped by category: Accounting, Customers, Salesperson, Installer / Labor, Inventory, Wholesale, Sales Pipeline, and Messaging & Reviews. The Reports page is for browsing. Open a report to run it, favorite it, or add it to your End of Day package.
Click any report tile to open it. Most reports let you set a date range and other filters at the top, then update on submit. Each report has Export CSV and Print buttons in its toolbar.
Favorites: While viewing a report, click the star in its header to pin it. Favoriting remembers the filters you have set at that moment, so the favorite takes you straight back to that exact view, for example "Daily Sales Summary: Yesterday" or "Top Customers by Spend: Top 50". Favorited reports appear in a Favorites section at the top of the Reports page, each showing its saved filter underneath the title. To remove a favorite, click its lit star. To change a favorite's saved filters, remove it and favorite it again from the view you want. (Favorites are yours alone; other staff have their own.)
End of Day Package: The End of Day Package bar at the top of the Reports page is a shop-wide bundle of reports emailed automatically each night. To add a report, open it, set the filters you want, and click "Add to End of Day" in its toolbar; it is saved with exactly those filters. You can add the same report more than once with different filters (for example, one salesperson's numbers next to another's). Remove an item using the remove button on its pill, and reorder or rename items under Settings > End of Day Reports. Click "Send Now" on that bar to email the package immediately.
Common reports
- Daily Sales, Tax Collected, Payments by Method, Drawer Summary
- Profit Margins, Sales by Salesperson, Revenue by Technician
- Low Stock, On Order, Dead Stock, Inventory Valuation
- Outstanding Balances, Dealer Aging / AR, Top Customers