Reports

Understand sales and verify totals.

Reports help you confirm totals, track vendors, review performance, and export clean data for accounting.

Back to Help Open Reports Daily Sales
Date ranges
Performance
Exports
Recommended workflow

Choose date range → review totals → refine filters → export.

Reports

Use reports the right way

Start simple, confirm totals, then drill into details.

1
Daily Sales

Quick totals

  • Transactions, revenue, avg ticket
  • Compare against deposits
  • Use daily or weekly
Open Daily Sales
2
Performance

Products & vendors

  • Top-selling products
  • Vendor totals
  • Identify restocking needs
Export for deeper analysis
3
Taxes

By rate

  • Use for filing
  • Confirm taxable items
  • Verify tax rates
Open Taxes Report
4
Exports

CSV data

  • Export after filtering
  • Use for accounting
  • Avoid large date ranges
Check filters if numbers seem off
Start with daily sales, then drill down.
Confirm totals first, then refine filters before exporting.
Open Reports Daily Sales Help