Sales Report

This section enables you to export all the sales-related reports. You can download/export different types of sales reports.


1. From the Admin panel, click on Reports.

2. From the following page, the tabs displayed under the Sales section are as follows:

  • Summary: It provides a summary of all Sales Invoices that are created within the date range selected.
  • Detailed: Provides detailed information of all Sales Invoices that are created within the date range selected. Here the Sales Invoices are shown with the product details.
  • Payment Pending: It provides information about invoices for which the payment is pending within the date range selected.
  • Staff-Wise: It provides sales reports from your staff members either daily or on an annual basis.
  • Product/Service-Wise: It provides information of a selected product within the date range selected.
  • All Products/Services: It provides a sales report of all products and services within the date range selected.
  • Export For Tally: Enables you to export reports for Tally purposes.
  • Canceled Orders: It provides detailed information on all the canceled and partially billed orders.
  • Online Payments: It provides details of all the online payments within the date range selected.

 

3. To export a Summary report, click on Summary > select the Date Range > click on Export Reports.

4. An Export History modal window appears. Click on the Download file to complete the process.


Note
The above steps for summary are the same for Detailed, Payment Pending, Cancelled Orders, and Online Payments as well.

5. To export Staff-Wise Sales report, click on Staff-Wise > select Report Format type > select the Date Range > click on Export.

6. An Export History modal window appears. Click on the Download file to complete the process.

7. To export the Product/Service-Wise Sales report, click on Product/Service-Wise > enter the product/service name.

8. Select the Date Range and click on Export Reports.

9. An Export History modal window appears. Click on the Download file to complete the process.

10. To export All Products/Services Sales report, click on All Products/Services > select Report Format type > select the Date Range > click on Export.

11. An Export History modal window appears. Click on the Download file to complete the process.

12. To export a Tally-related Sales report, click on Export For Tally > select the Date Range > click on Export.

13. An Export History modal window appears. Click on the Download file to complete the process.

14. If you wish to send the Tally Report to a staff or store member, you can click on the Email Link.

15. Enter the staff or store member’s email id and click on Share Link. They will receive the tally report on their respective email id.


Please Note
This feature is currently unavailable on mobile.
You can access sales reports only through a computer.
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  1. how to export sales report | how to check sales summary | how to check detailed sales reports | how to export staff-wise sales report

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