This guide provides a straightforward method for generating detailed profit reports, essential for analyzing sales performance. By following the steps, users can customize reports based on various criteria, ensuring they obtain relevant insights tailored to their needs. The ability to download reports in multiple formats.
1. Click “Reports” on the sidebar
2. Click “Sales Reports”
3. Switch to tab Reports”
4. Select the “Profit report” option.
5. Choose location, Employee, and period type and time range if applicable
6. Filter by Total Sales, Total Cost, Profit, Profit Excluding Tax
7. Download report in CSV, EXCEL, PDF or “COPY” to clipboard
