Financial Reports
Financial Reports — simple guide for claimed shop owners
What this page is for The Financial Reports page gives you a complete, ready-to-read summary of sales and related business signals for any custom date range. Use it to track revenue, items sold, tax, discounts, unpaid invoices, stock movement and customer segments — and to download a clean report for accounting or decision-making.
Top summary (what you see immediately)
Total Sales — total receipts for the selected period.
Sales Growth — percent change vs the previous equivalent period.
Unpaid Invoices — count of unpaid sales and the outstanding amount.
Active Orders — orders currently pending or processing (plus how many new today).
Inventory quick stats — low-stock count, total stock, average product price.
Total Items Sold — total quantity of products sold in the period.
There’s also a Download Report button so you can export the full report for your accountant or bookkeeping.
What’s included (full details)
Date filters
Choose
Start DateandEnd Dateto define the reporting window. Default is last 30 days.The report validates the range (start must be before end) and computes a previous period automatically for growth comparison.
Summary cards
Total Sales (sum of
total_amount).Sales Growth (compared to previous same-duration period).
Unpaid invoices count and unpaid amount (reconciled against invoice history).
Active orders and new orders today (pending/processing).
Low-stock products (products with stock ≤ threshold / null / zero).
Total stock quantity across catalog.
Average unit price (catalog average).
Total items sold and total tax/discount totals.
Highlights & top-line insights
Most sold product (top SKU and quantity).
Top customer by spend.
Biggest single sale (highest
total_amount).Customer segments (New, Returning, VIP) so you know customer mix.
Financial metric averages: average profit margin proxy, average tax, average discount.
Charts
Daily sales trend — line chart showing daily totals across the period. Good for spotting spikes and dips.
Stock changes — bar chart showing stock increases vs decreases over time (receipts vs sales/consumptions).
Customer segments — pie chart (New / Returning / VIP).
Tax breakdown — pie chart of GST / VAT / Sales Tax totals.
Financial metrics — pie chart summarizing average profit margin, tax rate and discount (for quick comparisons).
Financial Breakdown tables
Sales summary with totals (sales, items sold, tax, discounts) and top items/customers highlighted.
Inventory summary (low stock, total stock, avg price).
Customer segments counts.
Tax totals by type.
Financial metrics (average margin, tax rate, discount).
Employee roles counts (useful for HR / planning).
Downloadable report
One-click download for the selected range (start/end dates passed to the download endpoint). Ideal for accountants or record keeping.
How to use — quick steps
Open Financial Reports from your shop dashboard.
Set
Start DateandEnd Date(or accept the default last 30 days).Click Apply Filters. Charts and cards update immediately.
Inspect top-line cards — if Total Sales is down vs prior period, check charts and top items next.
Use Daily Sales Trend to spot the day(s) with highest/lowest sales.
Check Stock Changes — if decreases outpace increases, reorder soon.
Review Unpaid Invoices and follow up on outstanding customers.
Click Download Report to export for your records or to share with the accountant.
Why each item matters for brick-and-mortar stores
Total Sales & Sales Growth — quickly see whether business is expanding or contracting; use growth to evaluate campaigns.
Unpaid Invoices — protects cash flow; chasing unpaid amounts keeps working capital available.
Active Orders — know what’s still in the pipeline and what you must fulfil or ship.
Low Stock / Total Stock — prevent lost sales from stockouts and reduce overstock risks.
Most Sold Item & Total Items Sold — tell you which SKUs drive revenue so you can prioritize promotions and reorders.
Customer Segments — helps you target promotions (e.g., re-engage returning customers, reward VIPs).
Tax breakdown — makes it easy to set aside tax liability and avoid surprises.
Employee roles — staffing snapshot to match personnel to demand.
Practical workflows (real shop examples)
Weekly check (owner): Run last 7 days → look at Total Sales, Sales Growth, and Unpaid Invoices. If unpaid amount is rising, call customers or send payment reminders.
Stock refill (store manager): Check Low Stock Products → create a quick PO for top urgent SKUs. Use Stock Changes to confirm incoming receipts.
Campaign evaluation (marketing): Compare the campaign window to prior period, inspect Daily Sales Trend and Most Sold Item to measure impact.
Accountant handoff (monthly): Set the full month date range and click Download Report to provide the ledger to your accountant.
Recommended cadence
Daily: glance at Active Orders and Unpaid Invoices.
Weekly: review Sales Growth and Daily Sales Trend to react quickly to dips.
Monthly: deep review — download the report for bookkeeping and filing.
Before promotions: run a short-range report to set realistic targets and inventory needs.
Troubleshooting & notes
Start date after end date — the report prevents this; correct the dates and re-run.
Unpaid invoices count appears high — ensure invoice history records are linked to sales (the system subtracts invoice history entries when available).
Most sold item is N/A — happens when sales items lack product mapping; ensure SKUs/product IDs are consistently stored.
Stock chart empty — check whether stock history (inbound/adjustments) is being recorded; enable stock logging for better visuals.
Tax numbers differ from filings — this report is based on system data; consult your accountant and verify refunds/credit-notes are included before filing.
Quick checklist to act on insights (one-page)
Set date range → Apply Filters.
Check Total Sales and Sales Growth. If negative, inspect charts.
Open Daily Sales Trend → find low-performance days.
Check Low Stock Products; reorder top 3 needed SKUs.
Review Unpaid Invoices → contact customers for payment.
If Tax totals are large, set aside funds or schedule tax payments.
Download the report and save for accounting.
Who should use this and how often
Shop owner / manager: weekly and monthly for planning and cashflow checks.
Store supervisor / buyer: weekly for inventory and reorder decisions.
Accountant / bookkeeper: monthly for reconciliation and filing.
Sales/Marketing: after promotions to measure performance.
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