Help Center / Core Features / Sales Reports

Sales Reports

Generate and analyze comprehensive sales reports for actionable business insights, performance tracking, and data-driven decision making.

Table of Contents

Sales Reports Overview

Real-time Data

Get up-to-the-minute sales performance data with automatic updates.

Advanced Filtering

Filter reports by date, product, customer, location, or any custom criteria.

Multiple Formats

Export reports in PDF, Excel, CSV, or view interactive dashboards.

Sales reports are updated in real-time as transactions are processed, ensuring you always have accurate, current data.

Types of Sales Reports

Sales Summary Reports

Daily Sales Summary
  • • Total revenue by day
  • • Number of transactions
  • • Average order value
  • • Payment method breakdown
Period Comparisons
  • • Week over week analysis
  • • Month over month trends
  • • Year over year growth
  • • Same period last year

Product Performance Reports

Best Sellers
  • • Top products by revenue
  • • Top products by quantity
  • • Product category performance
  • • Trending items
Product Analytics
  • • Profit margins by product
  • • Slow-moving inventory
  • • Product lifecycle analysis
  • • Seasonal performance

Customer Reports

Customer Analytics
  • • Top customers by revenue
  • • Customer acquisition trends
  • • Retention rate analysis
  • • Customer lifetime value
Purchase Behavior
  • • Average order frequency
  • • Geographic distribution
  • • Preferred payment methods
  • • Shopping patterns

Performance Reports

Sales Team Performance
  • • Individual salesperson metrics
  • • Team performance comparison
  • • Commission calculations
  • • Target vs actual analysis
Location Performance
  • • Store-wise revenue
  • • Regional performance
  • • Cross-location comparison
  • • Market penetration

Generating Reports

1

Access Reports Module

Navigate to the reports section from the main dashboard.

Dashboard → Reports → Sales Reports → Select Report Type
2

Set Report Parameters

Configure your report with specific filters and criteria:

Time Period
  • • Today, Yesterday, This Week
  • • This Month, Last Month
  • • Custom date range
  • • Comparison periods
Filters
  • • Specific products or categories
  • • Customer segments
  • • Sales locations
  • • Payment methods
3

Generate & View Report

Create the report and analyze the results.

Report Generation Time
  • • Simple reports: Instant
  • • Complex analytics: 30-60 seconds
  • • Large datasets: 2-5 minutes
  • • Progress indicator shows status

Analytics Dashboard

Interactive Sales Dashboard

Real-time visual analytics with charts, graphs, and key performance indicators.

Visual Analytics

  • • Line charts for trend analysis
  • • Bar charts for comparisons
  • • Pie charts for distribution
  • • Heat maps for performance
  • • Interactive drill-down features

Key Performance Indicators

  • • Total revenue and growth rate
  • • Average order value trends
  • • Conversion rate metrics
  • • Customer acquisition costs
  • • Profit margin analysis
Pro Tip: Pin your most important KPIs to the dashboard for quick daily monitoring of business performance.

Custom Reports

Build Your Own Reports

Select Data Sources

Choose from sales, inventory, customer, or financial data

Configure Fields

Select specific fields, calculations, and groupings

Design Layout

Choose charts, tables, and formatting options

Popular Custom Report Templates
  • • Weekly sales by product category
  • • Customer purchase frequency analysis
  • • Seasonal sales trend comparison
  • • Profit margin by sales representative
  • • Geographic sales distribution
  • • Payment method performance
  • • Return rate analysis by product
  • • Cross-selling opportunity report
Create Custom Report: Reports → Custom Reports → Report Builder → Drag & Drop Fields

Export & Sharing

Export Formats

  • • PDF for presentations
  • • Excel for data analysis
  • • CSV for data import
  • • PNG/JPG for images
  • • PowerPoint slides

Sharing Options

  • • Email reports directly
  • • Share secure links
  • • Print physical copies
  • • Upload to cloud storage
  • • Embed in presentations

Security & Permissions

All report exports maintain data security with user permissions. Sensitive information is only accessible to authorized users.

Automated Reporting

Schedule Reports Automatically

Set up automated report generation and delivery to save time and ensure consistency.

Scheduling Options

  • • Daily at specific time
  • • Weekly on chosen day
  • • Monthly on set date
  • • Custom intervals

Delivery Methods

  • • Email to multiple recipients
  • • Upload to FTP/cloud
  • • Save to network folder
  • • Mobile notifications

Smart Alerts

  • • Performance thresholds
  • • Anomaly detection
  • • Goal achievement alerts
  • • Exception reporting
Automation Benefits: Automated reports ensure stakeholders receive consistent, timely insights without manual intervention.

Sales Reporting Best Practices

Report Design

  • • Focus on key metrics that drive decisions
  • • Use clear, descriptive titles and labels
  • • Include context and comparisons
  • • Keep reports concise and actionable

Data Analysis

  • • Look for trends, not just point-in-time data
  • • Compare performance to goals and benchmarks
  • • Identify both opportunities and problems
  • • Share insights with relevant team members

Unlock Your Sales Potential

Let our experts help you set up powerful sales reports that drive business growth and informed decision-making.

Contact Support Schedule Demo

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