Reports
Generate insights with comprehensive business reports
The reporting module provides detailed analytics and insights into all aspects of your business, helping you make data-driven decisions for growth and optimization.
Available Reports
Sales Reports
- • Daily/weekly/monthly/yearly sales
- • Sales by product category
- • Sales by payment method
- • Sales by staff member
- • Comparative period analysis
Inventory Reports
- • Stock levels and valuation
- • Low stock alerts
- • Inventory turnover
- • Slow-moving items
- • Shrinkage and loss analysis
Customer Reports
- • Customer purchase history
- • Top customers by revenue
- • Customer retention rates
- • New vs. returning customers
- • Customer demographics
Staff Reports
- • Staff sales performance
- • Tailor productivity metrics
- • Commission calculations
- • Work hours and attendance
- • Order completion rates
Financial Reports
- • Profit and loss statements
- • Tax summaries
- • Expense tracking
- • Payment reconciliation
- • Outstanding invoices
Production Reports
- • Order status summary
- • Production efficiency
- • Delivery time analysis
- • Quality control metrics
- • Material usage optimization
Generating and Using Reports
1. Access Reports Module
Navigate to Reports in the main menu.
2. Select Report Type
Choose from the available report categories.
3. Set Parameters
Define date range, categories, staff members, or other filters.
4. Generate Report
Click "Generate" to create the report based on your parameters.
5. Export or Share
Download as PDF/Excel or share via email with team members.
Scheduled Reports
Daily Reports
End-of-day sales summaries and cash reconciliation reports.
Weekly Reports
Staff performance, inventory status, and production efficiency reports.
Monthly Reports
Comprehensive financial statements, sales analysis, and business growth metrics.
Real-World Example
"At the end of each month, the manager of Elegant Tailors generates a comprehensive performance report. The report shows that custom suit sales have increased by 15% compared to the previous month, while fabric sales have remained stable. The report identifies that Hassan has the highest sales conversion rate among staff, but Omar completes orders most efficiently. It also highlights that navy blue wool is the top-selling fabric, but stock is running low. Based on these insights, the manager decides to reorder navy wool, schedule a training session where Hassan shares his sales techniques with the team, and optimize production scheduling to leverage Omar's efficiency. The report also shows that Thursday evenings have the highest foot traffic but lowest conversion rate, prompting a decision to add an additional experienced sales associate during that time slot."
Pro Tips
- • Create dashboard shortcuts for your most frequently used reports
- • Set up automated email delivery of key reports to stakeholders
- • Use comparison reports to track progress against goals
- • Combine multiple report types for comprehensive business reviews