Reports

Reports turns the operations journal into answers. Like the rest of the app, reports are computed for the store you’re working in — switch to - All Stores - for company-wide numbers.

The screen

• Tap a report to open it. The star on a row marks a favorite — favorites sort to the top of the list.
• Most reports ask for a period first: Current month, Last 30 days, Last 90 days, Current year, All time, or Set date range. Month-grid reports (such as Profits and Losses) ask for a year instead.
• A report opens as a table; many can also be viewed as a chart — pick the Chart type (Line chart, Bar chart, Pie chart) and limit the Values range.

The reports

Report	What it answers
Stock Movement	Each item’s story over the period: Opening quantity, then Incoming, Outgoing, Transfer, Inv.variance (stock-taking corrections), returns — and the Closing quantity.
Profits and Losses	Month by month: Total Purchases, Total Sales, Profit or Loss — plus Expenses and the resulting Net Profit.
Sales by Items	What actually sells — per item: Amount, Cost, Profit, Margin %.
Purchases by Items	The same cut for what you buy.
Sales by Month	Sales totals across a year’s months.
Sales by Date	Sales day by day within a period.
List of operations	The journal as a flat table — date, number, type, quantities and amounts.
List of transactions	One row per operation line — the item-level journal.
Purchases by Supplier	Turnover per supplier.
Sales by Customer	Turnover per customer.
Reorder Report	Items running low against their Minimum quantity — your shopping list.
Expenses	Spending by expense category.
Debts by Supplier	What you still owe, per supplier — see Payments and debts.
Debts by Customer	What customers still owe you.
Cash Book	Money in and out day by day — operation payments together with expenses.

Exporting

Any report exports with Export to Excel or Export to PDF — and from there you can open, share, print, or save the file. The table’s Settings menu chooses which columns it shows.