Reports
Run a report
Choose a report from the library, set the period and filters, then read the totals or export the rows.
Updated
Reports is a library, not a single fixed dashboard. You choose the report first, then the period and filters, and only then does the shop compute a result. That order matters: a report run over the wrong date range is worse than no report at all.
- Open Reports. The catalogue lists every report, grouped by what it answers.
- Use the search box to narrow the catalogue by name or description — it searches the translated titles, not the internal ids.
- Select a report. Sales, payments and staff reports are the three quick picks on the welcome screen.
- Set the date range first. The dates are interpreted in the shop timezone shown beside the Generate button.
- Add any filters the report offers — staff, offers, or payment details — then select Generate.
- Read the totals at the top of the result, then scroll the rows. Use the result pager for more rows rather than re-running the report.
- Select Download to export the generated result.
- Report
- What the result answers; chosen from the catalogue
- Date range
- The period the report covers, in shop time
- Filters
- Report-specific narrowing, such as staff or offers
- Generate
- Computes the result; nothing is fetched until you press it
- Download
- Exports the result currently on screen
The Manage operations link opens the settings behind the report library — the places, staff and payment operations the reports read. It changes what future reports can include; it does not change a result already generated.