Run and interpret reports

Find the right report in each category, scope it to the branch and period you mean, and know what its figures are drawn from.

ReportsFor Business owner · Finance manager · Store manager5 steps

Where this lives

Permissions needed

Any one of these grants access. Ask an administrator if the screen is not visible to you.

Before you start

1
Choose the category
Reports are grouped by category — sales, financial, inventory and employee — and each category is permissioned separately, so what you can open depends on your role.
2
Find the report
Each category lists the reports available to you with a description of what it answers. Search within the category rather than reading the whole list.
3
Scope it deliberately
Set the branch and the period before reading anything. Results also respect your own branch access, so a figure can be correct and still not be the business-wide total you assumed.
4
Know what it is drawn from
Inventory reports follow stock-ledger movements, while financial reports follow posted journals. Activity that has not been posted is genuinely absent from a financial report rather than missing.
5
Set the defaults
Report settings control the defaults applied when a report opens, which is worth agreeing once rather than re-scoping the same report every morning.

A number missing from a financial report is usually unposted rather than lost — check the posting state before investigating the data.
Branch access narrows every report. A business-wide total requires access to all branches, not just permission to run the report.