Choose the right report

• Sales summary shows totals for a period. Sales by product ranks quantities and revenue; use cashier, payment-method and category reports for another breakdown. Discount reports explain price reductions.
• Aged receivables groups unpaid customer balances by age. Top customers and suppliers help compare activity. Shift reports show cashier sessions; loyalty reports show points and their outstanding value.
• Inventory reports explain available and low stock, batches and movements. Sync log identifies failed offline or connected work. Accounting statements are available from their own reporting area.
• Save frequently used filter combinations under a recognisable name. Check store, dates and permissions before comparing saved reports or sharing an export.
• Discount Given and discount reports include only additional checkout discounts. Automatic item reductions are already included in the selling price used for revenue and profit. Use the same store and date filters when comparing reports, sale details and receipts. Open Reports → Automatic item discounts to review the recorded product, quantity, original and new unit prices, and total automatic reduction. It uses the same date/store filters, search, pagination and CSV/XLSX/PDF exports as Discounts given.

Cost, profit and large exports

• Profit uses the cost captured on each sale line: the selected batch cost, otherwise that store’s average stock cost, otherwise product cost. Kits use component costs. Later purchase-price changes do not rewrite past margins.
• Missing historical costs can make an old sale appear to have 100% margin. Preview Settings → System Health → Rebuild historical sale costs and inspect the proposed additions before confirming; existing costs remain intact.
• CSV and Excel downloads stream records in batches. Keep the download request open until it starts. Exports retain the displayed filters, ordering, decimal formats, permissions and accessible stores. If a downloaded file contains an HTML error, investigate it instead of treating it as a valid spreadsheet.

Investigate missing offline sales

• Open Sync log and filter success, conflict or failure. Read the failed sale’s cause before retrying; the stored sale identity prevents duplicate posting.
• Dismiss only an item that should not be completed, with the appropriate permission. A manager’s retry keeps the original cashier identity, and required shifts must be valid for that cashier.
• An offline sale appears in reports only after successful sync. Check the date, selected stores and access permissions before treating a low total as lost sales.

Review automatic item price reductions

1. Open Reports → Automatic item discounts. Use the same period, custom date range and store filters as Discounts given; search by sale, product, SKU, store or cashier.
2. Summary cards show discounted item lines, total item reductions, average reduction per line and distinct products. Each row shows the saved quantity, crossed-out original unit price, new unit price and total automatic reduction for that line.
3. Click a row to open the sale if you have sale access. Export CSV, Excel or PDF, or use Save view and Schedule through the standard report controls.
4. The report uses recorded sale values, so later product/category discount changes do not rewrite history. It follows the completed-sale scope used by Discounts given, excluding voided, deleted and non-completed sales.
5. Automatic reductions are already reflected in sales revenue and item prices. Discounts given reports only additional checkout discounts, so use this separate report to inspect automatic reductions without counting them twice.

Review customer store credit movements

1. Open Reports → Store credit. Choose a period or custom date range and an accessible store, or all stores when your access permits it.
2. Summary cards show credit added, credit used/removed, net change and the number of customers with movements. Positive adjustments and transfers are included in added credit; negative adjustments and reversals are included in used/removed credit.
3. Rows show customer, date/time, movement type, source reference and reason, store, signed amount, saved balance after and staff member. Search customer, reference, reason, store or staff and use pagination.
4. The store filter applies to where the movement was recorded. Balance after is the customer’s company-wide balance captured at that time, not a per-store balance or a current-balance total.
5. Open a row to inspect the customer if you have customer access. Export CSV, Excel or PDF, save a view or schedule a report with the standard controls. Viewing requires customer-report access; downloading also requires report-export permission.
6. Credit and its reversals stay in this ledger, while points entries are excluded. Saved cash change is customer credit held for later use and is not added to sales revenue.