Reporting improvements

Financials reports

The following new columns have been added:

  • Taxes (broken down by individual tax)
  • Gift card sales
  • Penny adjustments
  • Total
  • Cost
  • Profit

We understand that users have had to piece together values from different reports to get the following information all in one export. This report brings in all remaining fields into the general financials report. This also means that the old "Growth" report will be getting phased out this coming February.

Products/categories on-hand reports

The following have been added:

  • Date filters (view your historical inventory quantities)
  • Costs now use historical costs. For example, if your cost is currently $10, but it was $8 in December, your December on-hand costs will be calculated at $8.
  • Retail values are based on current prices

Purchase order reports

Previously, the reports only broke down the top 30 products purchased. The limit has been lifted, meaning that you can now export a report of all products and the amount purchased.

We hope this quality-of-life improvements can improve your day-to-day reporting tasks. Please leave a note down below with further improvements you'd like to see.