Steps
- Go to Reports in the sidebar.
- Use the report picker at the top (it shows your current report with a Change pill, or search for one by name) to choose the report you want.
- Set the dates and any filters. The report shows on screen as you go, so you can check it looks right before you download anything.
- Press Download Report to save it.
Bigger reports take a moment. Find anything you've downloaded before on the Download history page, so you do not have to sit and wait on the page.
Which report to use
Sales for what you sold and when. Payment for what actually came in, which is not the same thing if customers pay later. Closing Stock for what you are holding.
Consumption shows the stock used up doing the work over a period, branch by branch. Shampoo on a groom, medicine on a treatment, food given to a boarder. It is the other half of the stock picture, next to what you bought and what you sold.
Customer Booking Report for every booking made by a customer over a date range you choose, including when it was made and when it was booked for.
On the stock and service report, a Remarks column carries whatever was written on the invoice. You do not have to open each one to see why a line looks that way.
On the Business Overview report, go to Expense Analytics, then By Category. It lists what you spent, split into the categories you log against, plus purchase orders and stock used. Those rows add up to the Total Expenses figure at the top.
If you are giving figures to an accountant, ask them which they want before you export. It saves doing it twice.
If something goes wrong
If a report comes back empty, check the dates and the branch. Reports cover the branch you are looking at, not all of them at once.
If the numbers look wrong, check whether you are reading a sales report when you meant a payment one. Invoiced and paid are different figures and the gap between them is normal.