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Reports in the SmartPOS Business app

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Reports in SmartPOS Business gives owners and managers the numbers that matter on one screen: sales, profit, expenses, returns, what customers still owe and what sells best – for today, a week, a month or any period, per location.

Open the reports

Section titled “Open the reports”

Open Reports (More › Reports or the Quick menu). Choose the period – Today, 7 days, 30 days, This month, This year or Custom – and the Location (or All locations).

What you see

Section titled “What you see”
  • Net profit (or net loss) with Gross margin and Sales, and the change vs previous period.
  • Cards for Sales, Gross profit, Expenses and Returns (with Discounts given).
  • Sales trend – a chart of sales and gross profit with the amount still due.
  • Unpaid invoices and Unpaid purchases.
  • Profit & loss – sales, Cost of goods sold, Discounts given, Shipping charged, expenses, opening and closing stock.
  • Top products – By gross profit and Best sellers (by units sold). Tap See all for the full list, by product, category, customer and more.

Use Share or export to Share as image or Export CSV.

Reports dashboard with period chips, net result card with gross margin and sales, cards for sales, gross profit, expenses and returns, and a sales trend chart
The reports dashboard for the last 30 days.

Profit figures need the profit and loss permission; sales by user and payment methods need their own report permissions. For detailed, printable reports use the web app: see Reports overview.

Section titled “Related pages”
Reports overview (web)
Profit and loss
Sales reports
Expenses

Frequently asked questions

Which reports are in the app?

A dashboard with net profit, sales, gross profit, expenses and returns, a sales trend, unpaid invoices and purchases, profit and loss, top products by gross profit and best sellers by units. Detailed reports stay on the web.

Can I see one location only?

Yes. Use the Location filter, or All locations if your role may see several.

Can I send a report to my partner?

Yes. Use Share or export to share it as an image or export a CSV.

Why don't I see profit figures?

Profit needs the profit and loss permission. Staff without it see sales figures only.

Are the numbers the same as on the web?

Yes. They come from the same data as the web reports.