Reports

The Reports menu holds ten reports. Each one answers one question: how much did I sell, which products moved, who owes money, what is in stock.

All reports share the same layout:

• A header with the report title, a short subtitle and Export and Refresh buttons.
• A Filters panel. Tap Filters to show it and Hide to fold it away. Reset clears every filter.
• A table on desktop and tablet, or cards on a phone.
• Paging at the bottom. The page shows a count such as "@count orders on this page".

Which reports you can see

Each report has its own permission. The admin sets these in Admin Panel → Roles. If you do not have a permission, the report is not in your menu.

Tapping the Reports header itself opens Executive Reports for a company admin, My Sales Report for a user with the sales-executive report permission, and otherwise the first report you are allowed to see.

Exporting a report

1. Set the filters you want.
2. Tap Export.
3. The app reads every page that matches your filters, not only the page on screen. A progress message shows "Fetching page @page of @total…".
4. On Windows a Save As window opens. On other platforms the share sheet opens.

The file is an Excel workbook. Amounts stay as numbers, so you can add them up in Excel. If you change a filter while the export runs, the export stops and you need to refresh first.

My Sales Report

*My Sales Report (Sales Executive Reports): today's totals for the signed-in executive: orders, total, online (card), cash and credit sales*

Purpose: your own sales, payments and collections. Sales executives use it to check the day before closing.

Filters:

• From Date and To Date. Leave both empty to see today's sales. The hint says "Leave dates empty to show today's sales."
• From Date cannot be after To Date.

Columns: Executive Name, Phone, Total Orders, Total Sales, Online Sales, Cash Sales, Credit Sales, Collected Sales, Actions.

Tap View in Actions to open Sales Executive Details. It has two sections:

• Executive Information: Name, Phone, Date Range, Total Orders.
• Financial Summary: Total Sales, Total Payment Received, Total Amount Collected On Sale, Total Credit Collected (Prev Balance), Total UPI Sales, Total Card Sales, Total Online Sales, Total Cash Sales, Total Credit Amount.

In the demo, the sales executive's day had one confirmed sale of SAR 658.00 (cash 258 + card 400). That is the same figure the Day Close screen shows as total sales.

Data: GET /api/v1/sales-executive-report.

Sales Report

*Sales Report: filters (stores and executive locked to your own for sales executives, payment methods, delivery modes, categories, products, customers, date range defaulting to this month, sort)*

Purpose: a list of orders with their value, payment and delivery method.

Filters:

• Date Range: This Month (default), Last Month, Last 3 Months or Custom. With Custom, pick both From Date and To Date.
• Stores, Sales Executives, Payment Methods, Delivery Modes, Categories, Products, Customers. Each is a multi-select. Nothing selected means All.
• Sort: Newest first or Oldest first.

Locked filters for sales executives. If your role is sales_executive, Stores is fixed to the store you signed in to and Sales Executives is fixed to you. You cannot change them. Other roles can pick any store and executive.

Columns: SL#, Order#, Order Date, Order Value, Payment Methods, Delivery Method, Sales Exe.

Summary line: "@orders orders · Total @amount" for everything that matches, not only the current page. An Applied Filters strip shows what is active.

Data: GET /api/v1/sales-report. Executive names come from GET /api/v1/list-sales-executives.

Discount Sale Report

*Discount Sale Report: filters for discount type, order or offline receipt number, executive, customer, store and date range*

Purpose: orders sold with a discount, and how much discount was given.

Filters:

• Date Range: Today, This Week, This Month (default) or Custom.
• Discount Type: All, Cart items level or Overall order level.
• Order / Offline Receipt Number: search by the backend order number (for example ORD-004851) or the offline receipt number (for example 2-11-261027-0003).
• Executive, Customer, Store. Sales executives get the same locked store and executive as in the Sales Report.

Columns: SL#, Date, Order Number, Offline Receipt No., Executive, Customer, Discount Type, Cart Items Discount, Overall Order Discount, Discount Amount, Store.

Cart Items Discount is the sum of (standard unit price − sold unit price) × quantity for lines sold below their standard price. It includes offers and manual price reductions. Overall Order Discount is the flat, percentage or coupon discount on the whole order.

Summary line: "@orders orders · Discount @amount".

Data: GET /api/v1/discount-sales-report.

Product Sales Report

*Product Sales Report: filter by category, product, date range and customer; shows price, total amount and number sold per product*

Purpose: which products sold, how many and for how much.

Filters: Category, Product, From, To, Customer. From cannot be after To.

Columns: Product Name, Category Name, No. of Product Sold, Price, Total Amount.

Totals: Total Revenue and Total Quantity for the filtered result.

Data: GET /api/v1/product-sales-report.

Executive Reports (admin)

Purpose: sales totals across all sales executives. It is the admin version of My Sales Report. The page title is Sales Executive Reports.

Filters:

• Date Filter: Today or Custom (with From Date and To Date).
• Search Executive: type part of a name.

Summary cards: Orders, Total Sales, Cash Sales, Online Sales, Credit Sales, Collected, plus UPI Sales and Card Sales.

Columns: Executive Name, Phone, Total Orders, money columns, Actions. View opens Executive Details with Executive Information and Financial Summary.

The export includes Loaded At, so you know when the figures were read.

Data: GET /api/v1/sales-executive-report-admin. A sales executive gets 403 from this endpoint.

Customer Transactions Report

*Customer Transactions Report: total debit, total credit, balance (red = customer owes) and transaction count per customer, with View for the ledger*

Purpose: who owes the store money and who has credit.

Filters: Customer (or All Customers), From Date, To Date.

Columns: Customer Name, Total Debit, Total Credit, Balance, Transactions, Action. A red balance means the customer owes money.

Tap View to open Transaction Details for one customer:

• Filters: Transaction Type, Status (Success, Pending, Failed), Type, From Date, To Date.
• Columns: Sl No, Order Number, Transaction Type, Amount, Type, Transaction Date, Status.
• Print builds a Print Transaction Report on the thermal or A4/A5 printer. It shows Total Transactions:, Total Amount:, Discount:, You Saved: and Net Total:.

For Layla Al-Harbi (customer 2767) the ledger shows the invoice as a debit of 658.00, the receipt credits per payment method (cash 258 and card 400), the sales return credit of 220.00 and the refund voucher debit of 220.00.

Data: GET /api/v1/transaction/customer-transactions.

Supplier Transactions Report

Purpose: totals and balances per supplier.

Filters: Supplier (or All suppliers), From Date, To Date.

Columns: Supplier Name, Total Debit, Total Credit, Balance, Transactions, Action.

Tap View to open Supplier Transaction Details:

• Default dates: from the previous month to today.
• Filters: Transaction Type, Payment, Payment Method, Status.
• Columns: Date, Reference, Type, Transaction Type, Amount, Payment Method, Status.
• Print opens Print Supplier Transaction Report. Back to Report returns to the list.

Data: GET /api/v1/suppliers/list-transactions.

Stock Report

*Stock Report: view stock as of a date (blank = current), store, category, product, stock level, expiry filter and date range*

Purpose: stock quantities, prices and values.

Filters:

• View Stock As Of: a date. Leave it blank for current stock.
• Store (All Stores), Category (All Categories), Product (All Products).
• Stock Level: All Levels or Below Reorder.
• Expiry Filter: All Expiries, 1 Month, 3 Months, 6 Months, 1 Year.
• From Date and Until Date.

Columns: No, Product Name, Category, Stores, Barcode, Retail Price, Maximum Retail Price, Purchase Price, Current Stock, Stock Value, Retail Value, Expiry Date. Tap a barcode to copy it.

Totals: Total Stocked Units, Total Stock Value (Cost) and Total Retail Value (Sale).

Stock value uses the purchase price. Retail value uses the retail (selling) price.

Data: GET /api/v1/stock-report.

Non-Stock Report

*Non-Stock Report: low-stock and out-of-stock products by store, category, product or barcode, with current stock and reorder level*

Purpose: products that are low or out of stock, so you know what to reorder.

Filters: Store, Category, Product, Barcode (Filter by Barcode).

Columns: No, Product Name, Category, Store, Barcode, Current Stock, Reorder Level, Unit, Status.

The reorder level is set on the product. A product shows here when its stock is at or below that level, or at zero.

Data: GET /api/v1/non-stock-report.

Consumed Stocks Report

*Consumed Stocks Report: stock withdrawals with quantity withdrawn, new quantity, who withdrew it and when*

Purpose: a log of stock taken out with Withdraw Stock (for example, for store use or wastage). It is not a sales report.

Filters: Product (All Products), Store (All Stores), From Date, Until Date.

Columns: No, Product, Store, Quantity Withdrawn, New Quantity, Withdrawn By, Date & Time.

Data: GET /api/v1/consumed-stocks-report.

How it works

• Server-side figures. Every report is calculated by the server. The app shows what the server returns and does not recalculate totals. A report reflects only orders that have reached the server. Offline sales still waiting in Sales → Confirmed Orders are not included until they sync.
• Store scope. Requests carry the active store (store_id) and your sign-in token. Switching store with the store switcher changes what you see.
• Dates. Date filters send date-only values. Preset ranges (This Month, Last Month and so on) are worked out by the server. Only Custom sends exact dates.
• Errors. If a refresh fails, the last loaded rows stay on screen with an error bar and a Retry button. If only the filter lists fail to load, a separate message says "Some filter options could not be loaded." The report itself still works.
• Paging. Results are paged by the server. Changing a filter or tapping Reset goes back to page one.
• Legacy reports. Older screens (Account Book, the legacy Sales Report and Supplier Sales Report) still exist in the code but have no menu entry.

Related

• API: Reports and day close
• API: Transactions, invoices and receipts
• API: Stock
• API: Overview
• Dashboard
• Day close and shifts
• Products and stock
• Customers
• Navigation and roles