9 docs tagged with "reports"

Balance sheet report — cumulative assets, liabilities and equity as of a month end, compared with the month before and the same month last year, with a balance check, debt-to-equity and CSV/PDF export.

Log each day's note, calls and door traffic, close the day with the walk-in counts, and review trends over a date range.

See totals, a monthly trend, spending by category, receipt coverage and pending reimbursements for your store's expenses, and export the filtered set to CSV.

See inventory value, out-of-stock count, inbound vs outbound flow, turnover, aging and value by category, and trace your recent stock movements.

Walk-in conversion over time, the reasons visits end without a sale, a ranked list of what people asked for and you did not have, complaint categories, and all of it next to the same period's sales.

Monthly pre-tax income statement — revenue, cost of goods sold, operating expenses, margins and net income for one calendar month, compared with the previous month, the year to date and the same month last year.

Your daily journal plus sales, service, inventory, expense, P&L, balance-sheet and lost-sales reports.

Revenue as the money received on sales for any date range, less refunds, with six KPIs, walk-ins, a monthly trend, sales by category, and the top products and services sold.

See service job counts, completion time, service revenue and job cost, your most-booked services, and a month-to-date leaderboard of your workers.