Reports overview

The system offers a comprehensive set of financial reports providing detailed insight into business operations. Reports are available from the Finance menu and cover all aspects of sales, from individual items to tax calculations.

All reports support filtering by date range, and if you have multiple branches you can select the branch for which you want to view data.

Turnover by items and services

This report shows a detailed sales analysis organised across several tabs:

• By items – quantity and value of sales for each item, with sorting by name, reference, quantity or category
• By services – same as items but filtered to services only
• By groups – aggregate sales overview by item category
• By staff – total sales distributed by employee
• Total – summary overview of total sales in the period

The report can be filtered by item category for more detailed analysis of a specific product group.

Turnover by staff

The Turnover by Staff report shows each employee's sales with a detailed item breakdown:

• For each employee a list of sold items with quantities and amounts is displayed
• Reversed invoices are automatically accounted for (reversed quantities are subtracted)
• A summary of all items regardless of employee is shown at the end
• Filtered by date range and branch

Turnover by clients

The Turnover by Clients report shows total sales amounts grouped by customer:

• Client name, total price, VAT amount and tax base
• Can be sorted by client name or amount
• Useful for analysing key customers and tracking turnover by partner

Cash register report

The daily cash register report provides a turnover overview for the selected day:

• Turnover by payment method – cash, cards, bank transfer and other
• Turnover by VAT rate – breakdown by tax rates
• Invoice range – from number to number of invoices issued that day
• Deposit – recorded deposits for the selected day
• Turnover by card type – detailed breakdown by card types
• Tips – tip overview by payment method

The report is automatically linked to the current branch and can be filtered by employee.

VAT reports

The system offers two types of tax reports:

• Turnover by period (VAT) – total tax calculation for the selected period, broken down by payment method, tax rate and card type. Available for print and PDF sending.
• Turnover by day (VAT) – daily turnover breakdown for the selected period, showing turnover for each day separately

Reports show: gross amount, VAT base, VAT amount and any consumption tax (PNP).

Ledgers and accounting reports

The following reports are available for accounting purposes:

• Invoice ledger (IRA) – outgoing invoices with VAT breakdown, Excel export
• Document ledger – overview of all documents issued in the period
• Line item ledger – detailed overview of all line items by invoice for items and services
• Ledger by document – grouped by document number
• Ledger total – aggregate overview by line item with totals
• Commission – commission report by employee

Export and printing reports

Most reports support the following export options:

• Print – direct printing via the browser
• PDF – generate a PDF document for archiving or sending
• Email – send the report as a PDF attachment to an email address
• Excel/CSV – export data for further processing in spreadsheets (available for ledgers)