Report catalogue

Every report the platform produces, grouped by the module it reads, with its columns and what each measures. Ten ship today.

Receipts

Needs the Receipts module and Receipts.View.

Receipts Register

Every receipt issued in the period — number, date, customer, location, totals. Takes a period. One row per receipt, oldest first. Deleted receipts are left out, so a gap in the numbers is a deletion.

Column	Meaning
Receipt	The receipt number. In the preview an arrow beside it opens the receipt, in a new tab on the web.
Offline Ref	The offline reference (`KQXM-TVZB`) of a receipt issued offline; blank for one issued online, so a filled cell is the sign it was issued offline.
Issued	Date and time issued.
Customer	The name on the receipt; blank when none was entered (a dash in the preview).
Issuer	Who issued the receipt, read from their user record; "Deleted user" once the account has been erased.
Location	The location on the receipt; blank when none was selected (a dash in the preview).
Lines	Number of items.
Subtotal, Total	In the organisation currency. Equal in this release.
Prints	How many copies have been printed.

Filters. Every column can be narrowed, under the period: Receipt, Offline Ref, Customer and Location by text they contain (so Offline Ref with any letter keeps only receipts issued offline); Issuer by choosing a member, erased accounts included; Lines, Subtotal, Total and Prints by a Min/Max range. Under Offline Ref, Customer and Location, Blank Only keeps the rows with nothing there: receipts issued online, with no customer, or with no location. See Filtering.

Daily Sales Summary

Receipts issued, units sold and takings per day. Takes a period. Days are counted in your time zone, so a 23:30 receipt stays on its own day.

Column	Meaning
Date	The day.
Receipts	Receipts issued that day.
Units Sold	Sum of all line quantities, to three decimals when any line carries a fraction.
Takings	Sum of receipt totals.
Average Receipt	Takings divided by receipts.

Sales by Location

Receipts and takings per location, with the average receipt value. Takes a period. Grouped by the location name recorded on each receipt (so renaming a location starts a new group); receipts without one group under "No location". Highest takings first.

Column	Meaning
Location	Name as printed on the receipts.
Receipts, Takings, Average Receipt	As in the daily summary, per location.

Customers

Needs the Customers module and Customers.View.

Customer Directory

Every customer with their contact details and tax ID. No period. Alphabetical.

Column	Meaning
Customer	Name.
Email, Phone	As entered.
Tax ID	The TIN field.
Address	Address lines joined with commas.
Customer Since	The day the record was added.

Sales by Customer

Receipts, takings and last purchase per customer in the period (unknown customers grouped). Takes a period. Grouped by the attached customer; every receipt without an attached customer, whatever name was typed, falls into one row "Unknown Customer". Customers with no receipts in the period do not appear. Highest spend first.

Column	Meaning
Customer	Name.
Receipts	Receipts in the period.
Spent	Sum of totals.
Average Receipt	Spent divided by receipts.
Last Purchase	Date and time of the latest receipt.

Products

Needs the Products module and Products.View.

Price List

Every product with SKU, unit, pricing and current price. No period. Includes inactive products, marked in the Active column. Alphabetical.

Column	Meaning
Product, SKU	As entered.
Unit	The unit as stored: a listed unit's full name, for example Gallon, or a custom unit as typed. Blank for a product priced at a custom price only.
Pricing	Per Unit, Custom Price, or Per Unit or Custom Price.
Unit Price	Current price in the organisation currency. Blank for a product priced at a custom price only.
Active	Yes or No.

Sales by Product

Units sold and revenue per product in the period, best sellers first. Takes a period. Catalogue lines group by product and show its current name and SKU; free-typed lines group by their description with no SKU.

Column	Meaning
Product, SKU	As above.
Units Sold	Sum of quantities on lines priced per unit (themselves up to three decimals), plus the units worked out from the amount on custom-priced lines of products that record them, so it can carry up to three decimals, for example 12.545.
Custom-Priced Lines	Number of lines sold at an amount typed on the receipt without units worked out. They count in Revenue, not in Units Sold.
Revenue	Sum of line totals.
Receipts	Number of receipts the product appeared on.

Inventory

Needs the Inventory module and Inventory.View.

Stock on Hand

Current quantity of every tracked product, per location. No period; a snapshot of now. One row per stock record, by product then location.

Column	Meaning
Product, SKU	The tracked product.
Location	The location, or "Organisation-wide".
Quantity	In stock now.
Last Movement	Date and time of the latest adjustment.

Stock Adjustments

Every adjustment in the period — who changed what, from what to what, and why. Takes a period. Oldest first.

Column	Meaning
When	Date and time.
Product, Location	The record adjusted.
Type	INCREASE, DECREASE or SET.
Before, Change, After	The quantities.
Note	The note entered.
By	Who made it, or "Deleted user".

Out of Stock

Tracked products at zero or negative quantity, per location. No period. The same columns as Stock on Hand, filtered to quantities of zero (stock cannot go below zero through the app).