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Reports

Pull tax, product, payment, and register reports for any date range.

Sidebar → Reports

Run and export a report

  1. 1Go to Reports and pick a report.
  2. 2Choose a date range with the date picker ("Pick dates").
  3. 3Choose a location, or leave "All locations".
  4. 4Click "Export CSV" to download it.

If the range has no data you'll see "Nothing to export for this range" — widen the dates.

Which report to use

Tax Report (input and output tax) · Product Sell Report (detailed, grouped by date, by category, or by brand) · Product Purchase Report · Purchase Payment · Sell Payment Report · Register Report · Trending Products · Customer Group Report · Procurement Report · Sales Representative Report (opens staff performance). Stock, stock loss, and wastage reports live under Stock Management and need the Business plan.