Reports & Analytics
Sales, inventory, and financial reports
Sales Report
Go to Reports → Sales.
The Sales Report gives you a detailed breakdown of revenue for any date range.
Views available:
- By Period: Revenue grouped by day, week, or month — spot trends and seasonality
- By Product: Which products are selling the most (by quantity and value)
- By Category: Revenue broken down by product category
- By Customer: Who your biggest buyers are — revenue ranked by customer
- By Salesperson: Each salesperson's sales contribution — revenue, invoice count, and collected amount
- By Payment Method: Breakdown of collections by Cash, M-Pesa, Bank Transfer, etc. — useful for reconciliation
- By Branch: Revenue and collection performance per branch location
End of Day Report
Go to Reports → End of Day.
A daily cash-up report showing all payments received and expenses recorded for a single day. Includes:
- Summary cards: Total Received, Total Expenses, Net Cash, Invoices Issued
- Payments breakdown by method (Cash, M-Pesa, Bank, Card)
- Top 10 items sold
- Full receipt and expense detail tables
Use the quick date filters (Today, Yesterday, 7 Days, This Month) or pick a specific date.
Sales Summary
Go to Reports → Sales Summary.
Like End of Day, but for any date range. Quick links for Today, This Week, This Month, This Quarter, and Year-to-Date. Also supports custom from/to date ranges. Includes:
- Summary cards: Total Received, Expenses, Net Cash, Invoices, Average Invoice Value
- Payments by method
- Top 15 items sold
- Revenue by salesperson
- Expenses by category
Inventory Report
Go to Reports → Inventory.
Views available:
- Stock on Hand: Current inventory levels per product and warehouse, with total stock value (Qty × Avg Cost)
- Stock Valuation: Total value of your inventory holdings. Use this for balance sheet purposes and insurance
- Slow Movers: Products with no sales movement in 30, 60, or 90 days. Use this to identify deadstock that should be discounted or returned
- Low Stock: Products currently below their reorder level — flagged for reordering
Finance Report
Go to Reports → Finance.
Shows Revenue − COGS − Operating Expenses = Net Profit for any period. Broken down by month so you can see which months were most profitable. COGS is calculated as: opening stock + purchases − closing stock at weighted average cost.
Gross margin per product or category: (Revenue − COGS) ÷ Revenue × 100. Helps you identify which products are most profitable and which are sold at thin margins.
Outstanding invoices grouped by how overdue they are: Current (not yet due), 1–30 days, 31–60 days, 61–90 days, 90+ days. Use this to prioritise collections from customers with long-overdue balances.
Supplier Returns Report
Go to Reports → Supplier Returns.
Summarises goods you've returned to suppliers over a period: total returns and value, items returned, and a defect-rate figure (defective value as a share of what you returned). Broken down by supplier and by reason (defective, wrong item, overstock, other) so you can see which suppliers cost you the most in rejects. Counts approved returns only.
Requires purchases.returns.view.
More reports
Beyond the above, the Reports area also includes Sales by Item, Sales by Section, Salesperson Performance, Time to Get Paid, Customer Balances, AP Aging, Business Ratios, Expenses, Money Source, and the VAT / Tax return. Each respects your plan and permissions, and shares the same date-range, export, and share controls.
Permissions Required
| Report | Permission Needed |
|---|---|
| Sales Report | reports.sales |
| Inventory Report | reports.inventory |
| Finance Report | reports.finance |
| Export (any report) | reports.export |
Manage permissions at Settings → Roles.