Find your sales reports

A sales report covers a period (a day, a month, or dates you choose) and gives you
the figures as a PDF to read or a spreadsheet to work with.

Where they are

Open Analyze → Sales reports.

The sales reports page

Every report you have made is listed newest first, with the period it covers, when it
was made, and its Net takings and Items sold. Those two figures are the
quickest way to find the right one without opening anything.

Make a new report

Under New report at the top, pick Last month, Last 7 days or Last 30
days
, or set From and To yourself. Select Generate. One report covers at
most 31 days.

The list can be filtered by kind. Reports you generate yourself are under One-off.

Kind Covers
Monthly A calendar month
Daily A single day
One-off A period you choose

A new report does not appear finished straight away. It shows Files still being
prepared
while the PDF and spreadsheet are built. The figures are already fixed;
only the files are not ready yet. Reload the page in a moment.

Read it or take it away

Each finished report offers three things:

  • PDF, to read and file.
  • Excel, to work with. This is what your accountant will usually ask for.
  • Email, to send the report straight to someone. Type the address and select Send. You see Sent. when it has gone.

If something goes wrong

What you see What it means What to do
Files still being prepared The figures are ready, the files are not Give it a minute and reload
A report has no PDF or Excel It never finished being prepared Generate it again for the same period
A report can cover at most 31 days. Pick a shorter period. The dates span too long Make one report per month
The figures do not match the till A sales report covers a period; a Z report covers a cash balance See Close the shop with an X or Z report
The period you want is not listed Reports are made on request, not automatically Use New report and choose the dates