Sales Reports

1 Read time-based sales trends

Covers Daily Sales Report, Hourly Sales Report and Monthly/Yearly Sales.

1. Open Daily Sales Report and pick a date; the four summary cards (Total Sales, Revenue, Discount, Tax) and payment-method chips update, followed by a full bill-by-bill table you can export.
2. Open Hourly Sales Report for the same idea broken into 24 hourly buckets for one day; the busiest hour is highlighted with a PEAK badge and a distribution bar per hour.
3. Open Monthly/Yearly Sales and pick a year from the dropdown; the current month row is highlighted with a NOW badge, and each month shows count, revenue, tax, discount and a trend bar.

2 Break sales down by product, category and brand

1. Open Sales by Product, set a From/To date range, and read products ranked by revenue with quantity sold and a share-of-total bar.
2. Open Sales by Category — this reuses the profit engine, so each category shows Revenue, COGS, Gross Profit and a colour-coded Margin % (green ≥30%, amber ≥15%, red below).
3. Open Sales by Brand for the same ranking idea grouped by product brand instead of category.

3 See who bought and who sold

1. Open Sales by Customer to rank your customers by revenue and invoice count for the selected date range, with average order value per customer.
2. Open Sales by Salesman / Cashier to rank staff by revenue, transaction count, average order value and discount given — useful for reviewing cashier performance.

4 Analyse payment modes and the full invoice list

1. Open Sales by Payment Mode to see Cash/Card/UPI/Wallet/Credit/Split broken down by transaction count, amount and % of total, each with a distribution bar.
2. Open Invoice-wise Sales Report for a paginated (25 per page) list of every bill in the date range; filter by payment status (Completed/Pending/Refunded) with the dropdown, and page through results with the Prev/Next controls at the bottom.

5 Investigate cancelled, void, discounted and returned bills

1. Open Cancelled Bills Report or Void Bills Report — both currently pull bills with REFUNDED status; the Void Bills view shows a note explaining that void and cancelled bills share the same status in this system.
2. Open Discount Report to see every bill that had a discount applied, with gross amount, discount amount, net amount and a colour-coded discount % (red if over 20%).
3. Open Return / Refund Report for a dedicated list of refunded bills with total refund amount and average refund per bill.

6 Check overall profitability

1. Open Profit Margin Report, set a date range (defaults to year-to-date), and review the six-card P&L summary (Revenue, COGS, Gross Profit, Expenses, Net Profit, Net Margin).
2. Scroll to Top Products by Profit and By Category tables, each ranked by gross profit with a colour-coded margin %.