This article shows you how to open a report, set the branch and the dates, and read what it shows.
Come here when you want to see how a day, a week or a season went.
In the side menu, find Reports & Analytics. Pick a page: Sales Analytics, Sales Reports, Product Reports, Customer Analytics, Store Performance, Loyalty Program Reports, Profit / Loss, Traffic Analytics or POS Report.
Every report follows the branch picker at the top of the dashboard. Pick All branches to see your whole business, or one branch to see only its numbers.
At the top of the report, set From and To, then press Filter. The line under the page title shows the dates you are looking at.
Press Reset to go back to the report's first dates.
Each report starts with cards that sum up the dates, then a chart or a table with the details.
Some pages split their details: Product Reports has Product sell and Trending, Traffic Analytics has Sources and Landing pages, and POS Report has By cashier and By session. In Sales Reports, Show lets you pick By day, By staff member or By order.
Under a long table, choose how many lines to see in Rows per page, and use the page buttons to move on.
You see the numbers for the branch and the dates you chose. If a page reads No sales in these dates, pick other dates or another branch.
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