Open Overview or Reports to review the summaries available to your business. Report availability depends on your role and the data recorded for the selected period.
Review sales performance
- Open Overview → Reports.
- Choose the report or period you want to inspect.
- Compare sales by product, category, branch, or team member where those views are available.
- Open a related sale or document when you need to investigate a total.
Review inventory
Open Inventory → Overview and choose a stock report such as current stock, low stock, or stock movements. Use the product or movement details to confirm an unexpected number before adjusting stock.
Review profit and loss and end-of-day activity
Open the finance or reports area and select Profit & Loss or End-of-day report. Choose the available date range and review the records included in that report. These totals come from saved business activity; use the original sales, purchase, and inventory records to correct an error.
Reports can take time to refresh. If the selected period looks incomplete, confirm the date range and active business, then refresh the report.
Was this guide helpful?
If a step looks different in your account, contact us and include the guide title.
Contact support