Reports — hub and individual report pages
Open the report hub from the sidebar: Reports.
:::note Mostly view / export — not “create records” Reports are for reading sales, staff, tax, inventory numbers and often exporting or printing. You do not usually “create a new report row” like Categories. Use filters, then View data in tables/charts. :::
Report hub screen
Layout
- Grid of cards (responsive: 1 column on small screens, up to 3 on large).
- Each card is clickable (whole card).
Each card shows
| Part | Meaning |
|---|---|
| Colored icon box | Visual category for the report type. |
| Title | Report name (exact string matches the UI). |
| Description | One-line subtitle (what the report is for). |
Action
- Click the card → opens that report in full screen.
- Use browser Back or sidebar Reports to return to the hub.
Inside any report page
Every report is a different screen, but they share common patterns:
| UI pattern | What to do |
|---|---|
| Date range | Pick preset (today, week, month) or custom range if shown. |
| Location / outlet | Restrict data to one site when dropdown exists. |
| Staff / user | Filter to one person when available. |
| Search | Narrow rows in long tables. |
| Export / Download | CSV or Excel — saves what the current filters show (unless the page says otherwise). |
| Opens print-friendly layout when provided. | |
| Pagination | Next/prev or page numbers at the bottom of large tables. |
| Refresh | Reloads numbers from the server. |
Cash Reconciliation
- Lists cashups; you can often open a row or detail link for one session’s breakdown.
- Use Back to return to the list if the UI provides it.
Required fields on report forms
- There is no global rule — each report defines its own required filters.
- If Apply or Generate stays disabled, check: dates, location, and any field marked with * on that page.
- If the screen shows validation text or a toast, read it and adjust the filter.
Permissions
- You need Reports module access to open the report hub and individual reports.
- If you see Access Denied, your role does not include this module — see Access denied.
Tips
- Always set date range first — most “empty” reports are wrong dates.
- Match location to where the transaction happened.
- For finance-critical exports, run the same filters twice and compare totals before sharing files.