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Reports
Reports (/reports) is where you run the pre-built reports for sales, customers, inventory, operations, and sales channels. Open it from Reports in the sidebar, under Reports & admin. Sales from the counter, your online store, and marketplaces feed the reports that cover them as you sell.
What's on the Reports page
| Section | What it's for |
|---|---|
| Headline numbers | Today's net, This month (sales, transactions, and tax), and Outstanding AR at a glance. |
| Ask a question | Type a question in plain English and get a report back. See Ask a question. |
| Returns insights | With an AI plan, AI groups the reasons customers gave for returns over the last 90 days, with a suggestion and the top SKUs for each group. |
| Delivery schedules | Email any report to your team daily, weekly, or monthly. See Email reports on a schedule. |
| Report tiles | The reports themselves, in five groups (below). |
The reports
| Group | Reports |
|---|---|
| Sales & revenue | Sales Report · Invoice Report · Daily Report · Top Products · Item Sales Breakdown · Hourly Heatmap |
| Customers | Top Customers · Accounts Receivable |
| Inventory | Inventory Valuation · Dead Stock · Vendor Performance |
| Operations | Cashier Performance · Counter Transactions · Payment Mix |
| Channels & marketplaces | Channel Performance |
Most reports ask for a date range when you open them. Inventory Valuation and Accounts Receivable are live snapshots of right now, and Item Sales Breakdown has its own filters on the page. The Report catalog describes each one.
Who can see which reports
Each report tile belongs to a report permission, and people only see the tiles their role allows. The defaults are:
| Role | Reports they see |
|---|---|
| Owner, Admin, Manager | All reports. |
| Cashier | Sales & revenue reports and Channel Performance. |
| Viewer | Sales & revenue, Top Customers, Inventory, and Channel Performance. |
| Staff | None, unless a job role grants them. |
Owners and admins can change what each person sees under Setup → Team. See Team & roles.
Which location a report covers
Reports follow the location switcher in the top bar. Pick All locations to report across every shop, or choose one to narrow it down. The report's header shows which locations it covers.
TIP
Only Owners, Admins, and Managers can refresh Returns insights. Everyone else sees the latest results.