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Sales Reports

Monitor and analyze sales performance across different stores and time periods using a variety of sales reports.

Available Sales Reports

  1. Sales Tax: Provides an overview of tax collected on sales.
  2. Sales Totals By Period: Summarizes total sales for a specified time period.
  3. Sales Totals By Month: Breaks down sales by month to identify trends over time.
  4. Sales Totals By Day: Shows total sales for each day, helping track daily performance.
  5. Sales Totals By Item Category: Displays sales totals grouped by product categories.
  6. Sales Totals By Store: Compares sales across different store locations.
  7. Payments Type By Day: Details payment methods used daily, helping you understand customer preferences.

Highlighted Report: Sales Totals By Day

Provides daily sales figures, including total revenue and number of transactions, allowing you to assess daily performance and identify trends.

Steps to Generate the Report

  1. Select Date Range: Choose "Date From" and "Date To" to specify the time-frame for the report.
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  1. Select Store: If you have multiple stores, select the specific store you want to view.
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  1. Click Update: Click the Update button to load the report with the selected criteria.
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  1. Download the Report: The report can also be downloaded in Excel format for further analysis.
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Important Tips

  1. Account Limitations: If your account is Free, the information will be limited to the current day only.
  2. Use Sales Reports Regularly: Regularly review sales reports to identify trends and optimize your sales strategy.
  3. Focus on Trends: Use reports like Sales Totals By Month to understand seasonal variations in demand.
  4. Monitor Payment Types: The Payments Type By Day report helps you understand customer preferences, such as cash versus card usage, enabling data-driven decisions.
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Sales Reports — Posterita Lite Help