Sales report

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Overview

• View sales by date range
• Filter by payment method
• See revenue breakdown
• Compare periods (e.g., this week vs last week)
• Export to PDF or Excel

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Prerequisites

• The Report module must be enabled.
• You need permission to view reports (Show Reports).

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Step-by-Step Actions

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1. Open Sales Report

1. In the left sidebar, expand Reports.
2. Click Sales Report.
3. The Sales Report page opens.

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2. Set the date range

1. Choose Start date and End date.
2. Or use quick options (Today, This week, This month).
3. Click Generate or Apply if needed.
4. The report updates.

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3. View sales summary

1. See total sales for the period.
2. View breakdown by payment method (Cash, Card, Online, etc.).
3. View due payments if shown.

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4. Filter by payment method

1. If the filter exists, select one or more payment methods.
2. The report shows only those.

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5. Compare periods

1. If comparison is available, select a second period.
2. See side-by-side or % change.
3. Use this to track growth or seasonal patterns.

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6. Export the report

1. Click Export PDF or Export Excel.
2. The file is downloaded.
3. Use for accounting or records.

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7. Print the report

1. Click Print.
2. Print for your records.

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Common Mistakes and How to Avoid Them

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End Result

• You have a clear sales report for the selected period.
• You can export and use it for accounting and planning.