Reports (Dashboard) FAQs

Question 1

What reports are available in the dashboard?

Accepted Answer

The dashboard provides reports including sales reports, item & item-price reports, balance report, bank deposits, cash in/out, date-wise summary, outlet-wise sales/collection/summary, month-wise sales, taxes report, and delivery orders. Most can be filtered by date and exported. Steps: Open the Reports section from the menu. Pick the report you need. Set the date range and view/export.

Question 2

How do I filter a report by date?

Accepted Answer

Each report has date filters at the top. Choose the start and end dates (or a preset period) and the report refreshes for that range. Steps: Open a report. Set the start and end date. The report updates for that period.

Question 3

How do I see sales reports?

Accepted Answer

Open the Sales Report for total sales, order counts, and the payment-mode breakdown over the selected period. Use it for daily/periodic business review and reconciliation. Steps: Reports → Sales Report. Set the date range. Review totals and payment breakdown; export if needed.

Question 4

How do I see item and item-price reports?

Accepted Answer

The Item / Item-Price reports show quantities sold and amounts per item, helping you spot best-sellers and review pricing performance over the period. Steps: Reports → Item / Item-Price report. Set the date range. Review per-item quantities and amounts.

Question 5

Where do I see balance, bank deposits and cash in/out?

Accepted Answer

The Balance, Bank Deposits, and Cash In/Out reports show the day's cash position — opening balance, deposits to the bank, and cash movements — for reconciliation. Steps: Reports → Balance / Bank Deposits / Cash In-Out. Set the date range. Review the cash figures.

Question 6

How do I compare sales across outlets?

Accepted Answer

The outlet-wise reports (outlet sales, collection, summary) and month-wise sales let you compare performance across outlets and over months — useful for multi-outlet businesses. Steps: Reports → outlet-wise / month-wise report. Set the date range. Compare outlets/months.

Question 7

How do I see a taxes report?

Accepted Answer

The Taxes Report shows tax collected over the period, broken down by tax, to help with tax filing and compliance. Steps: Reports → Taxes Report. Set the date range. Review tax collected by component; export if needed.

Question 8

Where do I see delivery orders?

Accepted Answer

The Delivery Orders report lists delivery orders for the period so you can track and review them. Steps: Reports → Delivery Orders. Set the date range. Review the delivery orders.

Question 9

How do I export or email a report?

Accepted Answer

Most reports can be exported (e.g. to a file) or emailed from the report screen. Use the export/email action after setting your date range. Steps: Open the report and set the date range. Use the export or email action. Download or send the report.