Reports

Understand sales and verify totals

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

Back to Help Open Reports Daily Sales

Best workflow

Start broad → confirm totals → refine filters → export.

Pro tip

If numbers look off, check your date range first.

Recommended workflow

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

Reports

Use reports the right way

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
4
Exports
CSV data
  • Export after filtering
  • Use for accounting
  • Avoid large date ranges
Check filters if numbers seem off
Next step

Start with daily sales, then drill down

Confirm totals first, then refine filters before exporting.

Open Reports Daily Help