Reading a report

Every report in Retailer OS works the same way: pick a period, generate it, then read, export, or schedule it.

Run a report

1. Open Reports from the sidebar.
2. Click a report tile. Tiles marked Date range ask for a period first; tiles marked Live snapshot open straight away.
3. Pick a period — Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, This week, Last week, This month, Last month, This quarter, Last quarter, Year to date, This year, Last year — or Custom range with your own dates. It starts on This month.
4. Click Generate report.

What's on a report

Each report opens as a printable page with your store's letterhead:

• A header strip with the period (or date), the location, and when it was generated. Some reports add more — the Daily Report, for example, lists the counters it covers.
• Headline tiles with the totals — revenue, units, and margin on Top Products, for example.
• Tables with the detail behind those totals.

Export, print, or save as PDF

Each report's toolbar has:

Button	What it does
Back	Returns to the Reports page.
CSV	Downloads the report's rows as a spreadsheet file.
PDF	Opens your browser's print dialog — choose Save as PDF as the destination.
Print	Prints the report as it appears on screen.

Change the location

Reports follow the location switcher in the top bar. Switch it before you generate a report — pick one shop, or All locations.

Ask a question

The Ask a question box at the top of Reports turns a plain-English question into a report.

1. Type a question, such as top 10 customers last 30 days, or click one of the examples under the box, like Sales by day this month.
2. Click Run.
3. Retailer OS shows how it read your question, a table of results, and a short summary.

If you don't mention a period, it uses the last 30 days. It uses AI, so each question draws a little from your AI wallet — see AI plans.

Email reports on a schedule

Delivery schedules email reports to your team automatically.

1. On Reports, click Delivery schedules, then New schedule.
2. Under Reports, tick one or more reports.
3. Under Recipients, tick the teammates who should get them. Only team members with an email address are listed — invite people under Setup → Team first.
4. Under Locations, keep All locations or pick the ones you want.
5. Under Cadence, choose Daily, Weekly (and the day), or Monthly (and a day of the month, 1–28).
6. Choose the Time. It's in your store's time zone, which you set under Setup → Store profile (Timezone, in the Defaults section). The email keeps going at that time when the clocks change for daylight saving.
7. Click Create schedule. If you picked several reports, each one gets its own schedule.

Cadence	Each email covers
Daily	Yesterday
Weekly	The previous 7 days
Monthly	The previous calendar month

Each email has an Open report button that opens the report for those dates in Retailer OS — recipients sign in to see it. The report itself isn't attached.

To change a schedule later, use Pause / Resume, Edit, or Delete on its row in the list.

Related

• Reports overview · Report catalog · Reports FAQ