Using the Reports Module

The Reports landing page (/reports) is the entry point to every report in the system. There are 28 reports across transactional, sales, inventory, and accounting categories. They all share the same UX so once you know one, you know them all.

Finding a report

Three ways:

• Search box at the top of the landing page — type any keyword from the report name or description.
• Pinned section — reports you’ve starred for quick access (click the star on any report’s tile).
• Recently viewed section — the last few reports you opened, auto-tracked.

The full catalog is grouped by category below.

The report shell

Every report follows the same layout:

1. Filters bar at the top — date range, store, customer, status, etc. Filters specific to each report. Click Apply to re-run with the new filters.
2. Results in the center — a table with sortable columns. Click any row’s primary identifier (invoice #, customer name, etc.) to jump to the source record.
3. Totals footer at the bottom — sums, counts, and any subtotal break-downs.
4. Toolbar with export buttons:
   • Print — formatted for paper, opens browser print dialog (use Save as PDF for digital archival).
   • PDF — server-rendered PDF.
   • Excel — .xlsx with formatting (frozen header row, money columns, totals row).
   • CSV — flat text dump for downstream tools.
   • Email — sends the report as an attachment to an email you specify.

Date range conventions

• Most reports default to the current month (start = first of month, end = today).
• Some reports default to the last 30 days if there’s no natural month-ending boundary.
• The date filter applies to the OrderDate field on invoices (not Ship Date or Payment Date) unless specified.

Permission gating

Reports respect your permission group. Reports you don’t have access to don’t appear in your search/list. The most common gates:

• ShowCost — required to see GP / margin / cost columns on any report
• Per-report flags like ShowProfitReport, ShowVendorCostReport — restrict specific reports to managers
• See Permissions & Roles for the full list

ID columns in exports

ID columns (OrderID, StockID, etc.) export as zero-padded text (“000123”) not raw numbers, so Excel doesn’t add thousands-separator commas to them. This is intentional — copy-pasting into another sheet preserves the ID format.

Summary ↔ Detail toggle

Many reports have a Summary / Detail toggle in the toolbar. Summary aggregates (one row per salesperson / customer / vendor / category / style); Detail drills into the contributing per-invoice or per-line records with links back to source. URL param: ?view=detail.

Reports with a Detail view: Sales by Salesperson, Sales by Customer, Sales by Category, Top Sellers, Gross Profit, Vendor Performance.

Reports that stay summary-only do so because the data is already item-level by nature (AR Aging is per invoice, Memo Aging is per memo, Sales Tax Liability is per invoice, etc.).

Common analyst flow

For monthly close-out:

1. Sales Register — every invoice in the period
2. Sales Tax Liability — file with the state
3. Gross Profit — margin analysis (Detail toggle for per-line drill-down)
4. Inventory Valuation — point-in-time inventory cost basis
5. AR Aging + AP Aging — receivables/payables snapshot
6. Daily Sales Summary — quick visual of the month’s pattern
7. Vendor Performance (quarterly) — review supplier scorecards before reorder cycles

Email each one to your CPA or accounting platform for the books.

Tips

• Pin the 5-10 reports you actually use — the landing page becomes a one-click launchpad.
• For ad-hoc analysis, CSV export + Excel is the fastest path. The XLSX export is better for reports you’re sending to non-technical recipients.
• Print stylesheets are tuned for landscape letter-size paper. If a report doesn’t print clean, that’s a bug — let it be known.
• Several reports support a store filter for multi-store organizations; the filter is hidden when you only have one store.