Business, transaction, inventory, customer, staff, custom, ITO, insights, and Coretax reports.
Use one outlet selection and one date range when reconciling reports. The System timezone determines day boundaries, and the System currency/rounding settings determine display. Export only the data your role may access.
| Menu | What to check |
|---|---|
| Business Analytics | Sales, cash flow, profit/loss, product, brand, and category performance. Order-level discounts and redeemed points are allocated proportionally to items; tax is excluded from profit. |
| Transaction Reports | Sales, Z-report, cashier/register, refund and return ratios. Separate placed online orders from completed revenue. |
| Inventory Reports | Stock value, movement, low stock, and available lots by outlet. |
| Customer Reports | Purchase history and customer patterns with privacy-aware access. |
| Staff Reports | Shift, attendance, and sales performance within staff permissions. |
| Report Builder | Choose fields, filters, grouping, and export format for a custom view. Verify totals before sharing. |
Inventory Turnover (ITO) classifies fast, slow, and dead stock under configured thresholds; dead stock has zero sales in its window. Financial Insights currently gives deterministic, rule-based insights; do not present it as an autonomous AI decision engine. Coretax supports tax profile and export for manual filing; it is not an unconfigured direct government API connection.
Understand discrepancies
Check sale lifecycle, returns, discounts, tax mode, stock costing, locked periods, and whether a given report includes expenses before comparing totals.