Your reports
Reports turn your sales and stock into figures you can act on. Open Reports from the menu to land on the overview — a grid of cards, one per report (except Low stock, which you open straight from the Reports menu). Pick a card, or use the Reports menu, to open a report.
The date range
Section titled “The date range”Most reports cover a date range you set with the range bar at the top: Today, Yesterday, Last 7 days, This month, or a Custom from/to. The range you pick stays put as you move between reports, so you can compare the same period across them. It defaults to Today.
Days are counted in your store’s timezone (set in Settings), so “today” means your store’s today, wherever you happen to be looking from.
The reports
Section titled “The reports”| Report | What it shows |
|---|---|
| Summary | Net sales, gross sales, discounts, returns, VAT collected, order count, and average order value for the range. |
| Top items | Your best-selling variants, ranked by quantity or by net revenue (toggle). |
| Categories | Sales totalled by item category (anything without one shows as Uncategorized). |
| COGS | Cost of goods sold per item, netted of returns, with a total. |
| Inventory change | Stock movement over the range, grouped by reason (received, sold, returned, damaged, theft, correction, Loyverse sync, stocktake…) and valued at cost. |
| Inventory valuation | Your current on-hand quantity, valued at cost. This is a live snapshot — it ignores the date range. |
| Accounting feed | A balanced double-entry journal — the shape of the accounting export, marked Balanced or Unbalanced. |
| Low stock | Tracked items at or below their low-stock threshold; open one to restock it. |
Good to know
Section titled “Good to know”- Most reports are read on-screen. The detailed reports — COGS, inventory change, and the accounting feed — have a Download button that saves that report’s figures as a data file; the simpler summary reports don’t, and there’s no spreadsheet/CSV export yet.
- Inventory valuation is “right now” — unlike the other reports, it shows current stock, not a past date.
- How costs are valued. COGS values each sold item at its cost at the time of the sale — frozen, so editing an item’s cost later never rewrites a past sale’s COGS. The inventory reports (valuation and change) value stock at its current, built-up cost instead. Items sold as open or custom-priced lines have no cost and are left out of COGS.
- The accounting feed is an export shape, not a live link — it’s the journal you’d hand an accountant; it isn’t a live connection to accounting software.
- Moving from Loyverse? Your totals here can legitimately differ from Loyverse for a few reasons — see Why your reports can differ from Loyverse.
Reports need the View reports permission — without it, the reports are hidden from the menu.