Analytics & Reports

Go to Reports in the sidebar to see how your business is doing. Every report starts with a one-sentence answer, then the key figures, then the details behind them.

Choosing a report

The reports sit in one list, always in this order: Overview, Profit, Tax, Customers, Returns, Fulfillment, Staff, Dead stock, Inventory valuation and Insights.

On a computer the reports appear as one row of chips under the page title, and the open report is highlighted. On a phone, tap the button that shows the open report's name and pick another report from the list.

You only see the reports your role allows. Dead stock and Inventory valuation need the View Inventory permission. Every other report needs View Order.

Choosing the period, comparison and store

The bar above the report works for every report, and each change applies right away:

• Period: Today, Yesterday, This week, Last 7 days, This month, Last 30 days, This year, or Custom range with From and To dates. A custom range can cover up to 365 days and cannot include future dates. When the dates are too far apart, a message under To says so.
• The arrows beside the period move to the previous or next period. You cannot move past today.
• Compare with: Previous period, Same period last year, or No comparison. This choice applies to the Overview figures and its sales trend. The other reports always compare with the previous period of the same length and say so next to each change.
• Store: All stores or one store. It appears only when you can see more than one store.
• The info icon shows the timezone used for days and hours, which is your device's timezone.

Dead stock and Inventory valuation show your stock as it is now, so they only offer the store choice.

The period, comparison and store are kept in the page address. Reloading, going back, or sharing the link opens the same view.

Reading a report

Every report follows the same order:

1. The headline: one sentence with the answer, such as the margin on your sales or how many returns came back. Under it you see the period, what the changes are compared with and, on Overview and Insights, Updated with how long ago the figures were calculated. When a figure is incomplete, a note under the sentence says why, for example orders without a cost price.
2. Key figures: up to four tiles. A change shows its direction and what it is compared with, in green when it is good for your business and in red when it is not. No comparison means there is no earlier data to compare with.
3. Details: lists and tables that explain the figures, largest first. Bars show each item's share.
4. Related reports at the bottom, so you can follow up with the next question.

While a new period loads, the figures you were reading stay on screen with a thin progress bar. If a report cannot load, it says so and offers Retry. If a refresh fails, the last figures stay visible with a note that they may be out of date.

Opening the records behind a figure

When your role allows it, most figures open the records behind them:

• Product, customer and staff rows open that product, customer or user. Products in Profit and Returns open the Products list filtered by the product name.
• Store, payment method, channel, fulfillment and trend figures open the matching completed orders in Sales for the same dates, in the same store or in every store when All stores is selected.
• Returns by store opens the Returns list for that store and period. Low stock in Inventory valuation opens the Low Stock list when the report covers a single store; with more than one store it is not a link.

Exporting

Use Export CSV beside the headline to download the rows behind the report, for example the products in Profit, the days in Tax, or the products in Dead stock. The file opens in Excel with Arabic text intact. Insights has no export.

How fresh the numbers are

New sales, returns, refunds and stock changes appear the next time a report loads. Changes to a product's cost or price can take up to a minute to reach Inventory valuation.

Tax and Inventory valuation

• Tax shows Tax collected, Sales excluding tax, Taxed orders and the Effective rate, then Tax by day (select a day to open its completed orders) and the Daily breakdown table. Amounts are as collected on completed orders; refunds are not deducted.
• Inventory valuation shows your stock at cost and at retail, the potential profit and the units on hand, then Stock health (trackable SKUs, low stock, out of stock, and retail value without a cost price), the value By store and By category, and the Top items by cost value. When some items have no cost price, the headline says how much retail value has no cost.