Money
Reports you can click, sort and filter
Every list report in the Report Centre now works like this:
- Rows open what they are about: a sale, a student's file, a tenancy statement.
- Columns sort: click a heading, again to reverse.
- Cards filter: click a card to show only its rows; All shows everything again.
- Downloads follow the screen: PDF, CSV and Excel keep your sort and filter.
Your trade's own reports come first after Financial, and every report has an All time period.
| New report | What it shows |
|---|---|
| Sales by Cashier | Each person's receipts and takings by cash, card or bank, mobile money and credit, and refunds |
| Retail vs Wholesale (Wholesale app) | Each product at shelf price and on each price list |
| True profit per product | See True cost and margins |
| Discounts, refunds & approvals | Every control event, and who approved it |
| Stock by Day | See Lent and borrowed stock |