# Read your reports

> Find out what sold, what you earned and what is in stock, and export any report to PDF, Excel or CSV.

Source: https://docs.bakasir.com/en/docs/portal/reports

Video tutorial (2:03): [Read your reports](https://media.bakasir.com/bakasir-media/docs-video/portal-reports/portal-reports.mp4), subtitles: https://media.bakasir.com/bakasir-media/docs-video/portal-reports/portal-reports.en.vtt



Reports turn your daily sales, purchases and stock into answers: which products make money, which payment methods customers use, how the cash register ended the day. In this tutorial you read a report and export it. It takes about 4 minutes.

## Before you start

- You are signed in to the **Business Portal** as an Owner or Manager. The **Reports** menu is not available to cashiers.
- You have some sales in the period you want to look at.

## Steps




### Open a report

Click **Reports** in the left menu and choose a report. **Business Analytics** is a good first stop, with the tabs **Overview**, **Cash Flow**, **Profit & Loss**, **Product Analytics**, **Brand Analytics** and **Categories Analytics**.




### Choose the period and the store

Pick a date range at the top, such as **Today**, **Last 7 days** or **This month**, or a custom range. Use the store filter, which starts on **All stores**, to look at one outlet only. Report dates follow the **Timezone** in **Settings → System**.




### Read the profit and loss

Open the **Profit & Loss** tab. It shows **Total Income**, **Cost of Goods Sold**, **Gross Profit**, **Expenses** and **Net Profit** for the period.




### See what sells best

Open **Product Analytics**. Each product shows **Qty Sold**, **Revenue**, **Cost**, **Profit** and **Margin**. Sort by revenue, quantity, profit, margin or name. **Brand Analytics** and **Categories Analytics** do the same for brands and categories.




### Check the cash register

Open **Reports → Transaction Reports**. The **Z-Report** tab sums up the day, the **Sales** tab lists your sales by date, and the **Cash Register** tab lists each register session with **Opened**, **Cash In**, **Cash Out**, **Closing** and **Difference**.




### Look at stock and customers

**Inventory Reports** shows your **Inventory Valuation** and **Stock Movements**, with filters for category and status (**In Stock**, **Low Stock**, **Out of Stock**). **Customer Reports** shows visits, total spent and outstanding amounts. **Staff Reports** compares the sales of each team member.




### Export the report

Click **Export** and choose **PDF**, **Excel** or **CSV**. The file contains the rows you are looking at, for the period and filters you chose.




## Z-Report and other transaction tabs

- **Z-Report**: transactions, gross sales, discounts, tax, net sales, amounts paid, change given and refunds, split by payment method.
- **Refunds Ratio**: how large your refunds are compared with your sales.
- **Refund & Returned**: the list of refunded and returned items.

## Build your own report

**Reports → Custom Reports** lets you create a report from sales, inventory movements or purchases.

1. Pick the **data source**: Sales transactions, Inventory movements or Purchases. Not sure? Start with sales.
2. Click the fields you need: choose what to **group by** (for example Product, Cashier or Date), then the **values** to calculate (for example Net Sales). The preview updates instantly.
3. Set the filters, the date range and how to display it: **Table**, **Bar**, **Line** or **Pie**.
4. Give it a name, click **Save**, and **Export** when you need a file.

Or click **Templates** and start from a ready report, such as **Sales per day**, **Best-selling products**, **Sales per cashier**, **Sales per category**, **Top customers**, **Payment methods** or **Busiest hours**. Your saved reports are in the **Saved** tab, where you can run, duplicate or delete them.

## The sales list

**Sales → Transactions** is the history of every sale. Search by receipt number, filter by status (**Completed**, **Voided**, **Refunded**, **On Hold**) and payment method, then open **View Details** to see the receipt. From the actions menu you can **Print Receipt**, send it by email or WhatsApp, or start a refund or void. Cashiers see only their own sales. See [Refunds and voids](https://docs.bakasir.com/en/docs/web-pos/refunds-and-voids.md).

## Reports from extensions

Some reports appear only when an extension is active: **Inventory Turn Over** (how fast each product sells, and your slow and dead stock), **Financial Insights** (a monthly reading of your numbers) and **Coretax** (output tax invoices for Indonesian tax reporting). The Owner turns them on in **Plugins**. See [Extensions](https://docs.bakasir.com/en/docs/commerce/extensions.md).

## Tips

- **Compare before you act.** Look at the same period last month before you decide a product is slow.
- **Profit needs costs.** Profit reports use the cost on your products and purchases. Keep them current.
- **Large exports.** Choose a shorter period or a store filter if a file is too big to open.

## Next steps

- [Read your dashboard](https://docs.bakasir.com/en/docs/portal/dashboard.md)
- [Control your stock](https://docs.bakasir.com/en/docs/portal/inventory.md)
- [Accounting extension](https://docs.bakasir.com/en/docs/commerce/accounting.md)