Find a report

Overview → Reports shows the main sales screens. All reports lists every report you are allowed to open, grouped: Sales, Shift & cash, Fuel, Inventory, Purchasing, Financial, Workforce, Multi-store and Audit.

Export

Every report has an Export button: Excel, CSV or PDF, using the filters on screen. Large exports run in the background with a progress bar; the file waits in the jobs tray.

Email on a schedule

Choose Export → Email on a schedule…: daily or weekly, the hour (store time), the period (yesterday, last 7 days, month to date…), the format and up to 10 recipients.

Build a report

Reports → Build a report: group by up to three of department, category, item, store, register, cashier, customer, day, week, month, weekday or hour, and pick the numbers (quantity, gross, discounts, net, cost, profit, margin, transactions, average sale). Save it by name.

Alerts

Reports → Alerts: create rules such as refund over $50, void over $100, discounts over $X, drawer over/short more than $10, too many no-sale opens, or no sales for N minutes during an open shift. Alerts arrive by email or text.