Report
Below is the guide for using the Report page
Main Report Page
There are 3 main menus: Purchases, Sales, and Wallet
Each menu has different report sub-menus
Purchase Report Menu
Date Summary
Shows total purchases per date
Can select date range using calendar icon
Can export to Excel (Pro only)
Product Summary
Shows total purchases per product
Includes quantity and purchase value
Can export to Excel (Pro only)
Supplier Summary
Shows total purchases per supplier
Includes number of transactions and purchase value
Can export to Excel (Pro only)
Sales Report Menu
Date Summary
Shows total sales per date
Can select date range using calendar icon
Can export to Excel (Pro only)
Product Summary
Shows total sales per product
Includes quantity and sales value
Can export to Excel (Pro only)
Customer Summary
Shows total sales per customer
Includes number of transactions and sales value
Can export to Excel (Pro only)
Wallet Report Menu
Wallet Balance
Shows current balance of each wallet
Can export to Excel (Pro only)
Wallet Transactions
Shows total income and expenses per wallet
Can select date range
Can export to Excel (Pro only)
Accounts Payable & Receivable
Shows total payables and receivables per partner
Can export to Excel (Pro only)
General Features
All reports limited to 10 entries in free version
Pro version can display all data
Excel exports saved to Downloads folder
Success/failure notifications for exports
Can open export folder directly from notification
Last updated