Reports guides and videos show you how to use XSite’s reporting tools to track sales, fuel performance, inventory, and more. You’ll learn how to open and read different report types, filter data, and find the information you need to make smart business decisions. These simple tutorials help you understand your numbers and stay on top of your store’s performance.
In the world of business, staying informed with timely, accurate data is key to making strategic decisions. XSite offers a suite of analytical reports designed to provide you with insights necessary for informed decision-making. This guide will walk you through the process of creating a report in XSite, enabling you to harness the power of data to drive your business forward.
Creating a Report in XSiteIO
- Select the ‘Reports’ option located within the side menu. This will take you to the main reporting area of XSite.
- Within the ‘Reports’ page, you will find reports organized into several key categories:
- Favorites: Quick access to the reports you use frequently.
- Price Book: Detailed information on pricing, sales, and inventory.
- Fuel: Comprehensive data on fuel sales and transactions.
- Inventory Control: Insights into stock levels and inventory movement.
- Charge Accounts: Information on customer charge accounts and related activity.
- Advanced Reporting: In-depth analytical tools for sophisticated data analysis.
- Note: The Advanced Reporting category offers expanded capabilities and requires an additional purchase. For a demonstration or to activate this feature, contact XSite support.
- If you find a report particularly useful and wish to have quicker access to it, you can add it to your ‘Favorites’:
- Locate the report you want to favorite.
- Click on the star icon situated to the far right of the report name. This will add the report to your ‘Favorites’ category for easy access in the future.
Creating a Report in XSite Classic
- Select the ‘Analytics’ option located within the side menu. This will take you to the main reporting area of XSite.
- Within the ‘Reports’ page, you will find reports organized into several key categories:
- Favorites: Quick access to the reports you use frequently.
- Price Book: Detailed information on pricing, sales, and inventory.
- Fuel: Comprehensive data on fuel sales and transactions.
- Inventory Control: Insights into stock levels and inventory movement.
- Charge Accounts: Information on customer charge accounts and related activity.
- Advanced Reporting: In-depth analytical tools for sophisticated data analysis.
- Note: The Advanced Reporting category offers expanded capabilities and requires an additional purchase. For a demonstration or to activate this feature, contact XSite support.
- If you find a report particularly useful and wish to have quicker access to it, you can add it to your ‘Favorites’:
- Locate the report you want to favourite.
- Click on the star icon situated to the far right of the report name. This will add the report to your ‘Favorites’ category for easy access in the future.
Advanced Reporting is an extra tool in XSite. It gives you three powerful reports to help you better understand your business:
Bank Transactions Report
- See all bank activity during a time period.
- Useful for checking:
- Bank response codes
- MonerisID
- CRIND status (card reader outside at the pump)
- Helps track payment issues or declines.
Transaction List Report
- Shows every single sale in detail.
- Great for:
- Looking up receipt numbers
- Viewing item IDs
- Seeing what payment types were used
- Helps if you need to track down a specific sale.
Customer Stats Report
- See what your customers are buying.
- Breakdown includes:
- How often customers shop (TRS count)
- Fuel and merchandise quantities
- Trends in customer behavior
- Use it to target promotions and boost loyalty.
Want to Try It?
- This is an add-on feature, so it might not be turned on yet.
- To learn more or see a demo, contact XSite support.
- We’ll show you how it works and how it can help your store.
What This Report Is
This report shows how well your items are selling. You can group the sales by Shift, Department, Subdepartment, or Supplier, and review the results over a custom or preset date range (like “Last 30 Days”).
Why It Matters
- Shows which products and suppliers make you the most money
- Helps you spot slow-selling items or problem categories
- Helps avoid over-ordering or running out of popular products
- Great for planning promotions, pricing, or supplier deals
What to Do
- Check Profits: Look for top departments or suppliers bringing in the most profit. Promote those items.
- Fix Inventory Issues: If you see negative QOH, it may mean scanning or stocking mistakes—check immediately.
- Drop Dead Items: If something sold 0 or very little, consider removing or discounting it.
- Review Margins: Sort by lowest margin and see if pricing or supplier cost needs adjusting.
- Plan Smarter Orders: Use sales + QOH to decide what to reorder and what to skip.
What This Report Is
This report shows your daily sales for each department (like Candy, Alcohol, Health, etc.). It includes total sales, promotions, refunds, and net sales for a selected period.
Why It Matters
- Helps you track daily performance for each department
- Let’s you spot trends or sudden changes in sales
- Identifies refund issues or missed sales
- Useful for reviewing the success of promotions or discounts
What to Do
- Investigate Drops: If a department’s sales suddenly fall, check POS, stock levels, or product issues
- Compare Days: Use daily data to find slow vs. busy days and adjust staffing or hours accordingly
- Watch Refunds: Frequent or high-dollar refunds should be reviewed—may be errors, fraud, or bad products
- Track Promotions: If you’re running deals, use “Promotion Amt” to see how much discount was given and whether it led to more sales
What This Report Is
This report shows items in your store that have not sold during a specific time period. You can filter it by department and by how many days you want to check. You can also deactivate (make inactive) any items directly from this report.
Why It Matters
- Helps you spot products that aren’t selling
- Prevents you from wasting money on dead inventory
- Keeps your store’s item list clean and up to date
- Makes restocking decisions easier by showing which items don’t move
What to Do
- Clean Up Inventory: Mark items as inactive if they haven’t sold and you don’t plan to restock them.
- Avoid Reordering: Stop ordering items that aren’t selling to free up cash and shelf space.
- Investigate High QOH: If you have many units in stock but no sales, check for stocking issues, placement problems, or wrong pricing.
- Export and Review: Download the report to Excel for easy review with your team or supplier meetings.
What This Report Is
This report shows how well your promotions are doing. It compares the regular price of items to the discounted deal price, and shows how many you sold. You can look at the data in two ways:
- Summary View – see total sales and savings by deal or item.
- Detail View – see every transaction during the promotion.
Why It Matters
- Helps you track the success of deals and special pricing.
- Shows how much money customers saved (and how much you discounted).
- Tells you which items are selling best during promotions.
- Helps avoid mistakes like wrong prices or missed discounts.
What to Do
- Check top sellers: See which promo items sold most and consider repeating them.
- Spot missing discounts: If Deal Difference is $0 or very low, check the promo was applied correctly.
- Review profit impact: Compare your discounts to see which promos were worth it.
- Keep an eye on margins: Large discounts may increase sales, but reduce profit—balance both!
What This Report Is
This report shows you the different prices you have set for each item, depending on how many a customer buys. It lists the regular price and any quantity-based pricing (for example: Buy 2, pay a lower price).
Why It Matters
- Lets you quickly check if quantity discounts are set up correctly
- Helps catch pricing mistakes before they cost you money
- Useful for planning sales and promotions
- Helps make sure bulk pricing is profitable
What to Do
- Review Prices Regularly: Make sure every item has the right price, especially after price changes from suppliers.
- Check Quantity Discounts: If you offer “buy more, save more” deals, confirm they’re set up correctly.
- Fix Errors Fast: Delete or correct any pricing that doesn’t make sense to avoid accidental discounts or lost revenue.
- Plan Promotions: Use this report to find items that might benefit from adding quantity discounts to encourage bigger purchases.
What This Report Is
This report shows every sale made under a promotion or price group. It breaks down how much was sold, what the regular price was, and how much of a discount (if any) was applied. You can filter by date, department, or specific promo/price group to focus on the info you need.
Why It Matters
- Shows how promotions affect your sales and what’s being discounted.
- Helps catch pricing mistakes or missed discounts.
- Lets you track how many items were sold under each deal.
- Great for checking how much you gave away in discounts.
What to Do
- Look for $0.00 in “Discount Given”: If it’s a promo and there’s no discount, that may be a setup error.
- Review sales by item: Spot best-selling promo items to repeat in future deals.
- Compare promo vs. regular pricing: Are you giving too much off or not enough to move stock?
- Check dates and departments: Make sure the right promos ran in the right places and times.
What This Report Is
This report shows all the transactions made using private label cards — these are special payment cards issued by specific programs or companies (kind of like a store credit card). You can filter by card type (e.g., ARI, ELEMENT, or ELEMEN) and choose a date range to see which private card transactions happened in your store.
Why It Matters
- Helps you track payments made with private cards
- Ensures all private card sales are recorded properly
- Useful for checking if private card batches match your deposits
- Helps catch unusual or suspicious transactions
What to Do
- Reconcile Payments: Compare the Payment Amount totals to your private card deposit reports to ensure they match.
- Review Unusual Activity: If a card is used many times in a short period, or large amounts appear, investigate further.
- Check Card Types: Filter by ARI, ELEMENT, or ELEMEN to review each private card provider’s activity.
- Keep Records: Export the report regularly for your accountant or corporate office to assist with end-of-month reconciliation.
What This Report Is
This report shows your total sales for every department, month-by-month, for the entire year. You can also run a Sales Comparison to view two years side-by-side, making it easy to compare this year’s sales with last year.
Why It Matters
- Helps you see big-picture sales trends across the whole year
- Makes it easy to compare this year’s sales to last year’s
- Identifies slow months or growing departments
- Helps you plan inventory, staffing, and promotions based on trends
What to Do
- Spot Growth Areas: If certain departments keep growing, consider expanding those product lines.
- Investigate Declines: If sales drop month over month, check for pricing, stock issues, or lost customers.
- Use for Planning: Use slow months to schedule store maintenance or fewer staff; ramp up for busy months.
- Compare Years: In Sales Comparison mode, quickly see if your business is improving or slipping year-over-year.
What This Report Is
- This report shows a list of all your inventory items, broken into two groups:
- Active Items: Items currently for sale in the store.
- Inactive Items: Items no longer being sold or available.
- You can filter the report by department and by how many days back you want to review.
Why It Matters
- Helps you keep your inventory list clean and up-to-date
- Identifies items that should be discontinued or reactivated
- Helps you spot old or dead inventory taking up shelf or storage space
- Prevents ordering mistakes on items you no longer carry
What to Do
- Switch inactive items back to active if you plan to restock them.
- Remove old inactive items from your ordering system to keep inventory clean.
- Review active items with low or zero sales — consider running promotions or discounts.
- Fix negative QOH values — may need an inventory adjustment or recount.
What This Report Is
This report compares sales between two or more store locations. You can pick a department (or multiple departments) and a date range. The report shows both a simple total sales comparison and a detailed breakdown of each item sold at each location.
Why It Matters
- Helps you see which locations are selling more or less of certain products.
- Identifies slow-selling items at specific stores.
- Useful for making better inventory decisions for each store.
- Helps you adjust orders to reduce waste and out-of-stocks.
What to Do
- If one store is selling much less of certain items, check inventory levels or promotions at that location.
- If one store sells much more, consider adjusting stock or ordering more for that site.
- If certain items sell poorly at all locations, consider discontinuing or promoting them.
- Use the detailed view regularly to catch problems early, like stock issues or pricing mistakes.
What This Report Is
This report shows all lottery payouts made at your store. It includes which cashier handled the payout, how much was paid, and when the transaction happened.
Why It Matters
- Helps track lottery cash flow and reduce loss
- Catches suspicious or repeated payouts
- Confirms cashier activity during specific shifts
- Supports audit reviews if a mistake or theft is suspected
What to Do
- Review Daily Totals: Check if any one cashier is doing a high number or value of payouts
- Flag Large Payouts: Investigate any high payout amounts (e.g., over $100) to make sure they were legitimate
- Spot Patterns: Look for payouts happening repeatedly at the same time or by the same person—could be a red flag
- Print for Records: Keep a weekly or daily copy for your accountant or franchise auditor if needed
What This Report Is
This report tracks the daily fuel inventory in your underground storage tanks. It records how much fuel is delivered, sold, and how much remains in the tank each day. The report helps you catch leaks, avoid fuel losses, and stay compliant with regulations.
Why It Matters
- Helps detect leaks early to avoid costly repairs and fines.
- Ensures fuel deliveries and sales match actual tank levels.
- Provides records to meet government regulations.
- Prevents fuel loss from theft, spills, or equipment problems.
What to Do
- If Litres (+/-) difference is large or keeps happening, investigate for possible leaks or equipment issues.
- If deliveries or sales don’t match expected fuel levels, check delivery slips and dispenser meters for errors.
- Regularly check Daily Variation (%) to spot trends.
- Keep this report on file for at least 2 years for compliance.
- Use consistent measuring practices (same time each day, accurate dip readings).
What This Report Is
This report shows your daily sales for both C-Store items (inside sales) and gasoline (outside sales) side-by-side. It breaks down total sales, profit, units sold, and fuel margins for each day within the date range you select. This gives you a quick daily performance snapshot across your entire operation.
Why It Matters
- See how your gas and store sales perform together every day.
- Spot patterns like busy or slow days to adjust staffing and inventory.
- Identify days with strong or weak profit margins.
- Quickly review total daily sales to stay on top of store health.
What to Do
- If C-Store sales drop, review store promotions, product displays, or staffing.
- If fuel margins (Daily or Avg) are unusually low, check for pricing errors or competitive pricing issues.
- Use the Total column to see your best and worst performing days — plan promotions or staff schedules around these patterns.
- If fuel units sold seem low on busy days, check pump uptime or fuel availability.
What This Report Is
This report tracks your fuel inventory for a full month. It shows how much fuel you started with each day, how much was delivered, how much was sold (pumped), and calculates whether your numbers balance. This helps you check if fuel is missing or if your tank readings match your sales.
Why It Matters
- Catch fuel losses early — Spot leaks, theft, or delivery issues before they become costly.
- Stay compliant — Helps meet government regulations for fuel storage and leak checks.
- Keep accurate records — Ensures your fuel sales match what you physically have in your tanks.
- Protect profits — Quickly identify problems that could affect your bottom line.
What to Do
- Review the Daily Over or Short column. If you see big negative numbers, check for possible leaks, delivery issues, or theft.
- Check the Leak Check box at the bottom each month. If it says “Yes” for 2 months in a row, notify your fuel supplier or regulatory agency.
- Keep this report on file for at least 1 year to meet regulatory rules.
- Use the report to compare stick readings and dispenser sales. If they don’t match often, recalibrate your pumps or check your tank sensors.
What This Report Is
This report gives you a simple monthly summary of all your store’s financial sections. You can pick a section (like Sales, Deposits, Debit, Taxes, Payouts, and more) and see the total dollar amounts and transaction counts for that section during the selected month.
Why It Matters
- Helps you check if your sales and bank deposits match up.
- Easy way to verify that all payments and transactions are being recorded properly.
- Helps you spot missing deposits, unusual charges, or unpaid local charges.
- Supports accurate reporting for accounting, taxes, and audits.
What to Do
- Compare amounts across sections: Make sure your sales totals match your deposits and payouts.
- Look for missing or zero amounts: A zero may mean something was not processed correctly.
- Review local charges regularly: Ensure customers with local charge accounts are paying.
- Check high transaction counts: If one section shows a lot more transactions than usual, investigate why.
What This Report Is
This report shows a full summary of daily financial activity in your store. It adds up all your sales, deposits, payouts, taxes, fuel sales, and more — all in one place — for each day. You can pick any date range to review.
Why It Matters
- See your daily store income at a glance.
- Spot missing deposits or unusual payouts quickly.
- Make sure sales and payouts balance properly each day.
- Help prepare accurate books for your accountant or auditor.
What to Do
- Review “Over/Short” daily. If it’s negative or very high, check for missing cash, errors, or theft.
- Compare Deposits with Sales regularly. Make sure deposits match what was sold.
- Watch Payouts for large amounts. Unusual payouts should be reviewed.
- Use this report at month-end. Helps you close out your financials accurately.
What This Report Is
The Daily Section Summary shows your store’s daily activity for each part of your business. You can choose to review one section at a time, such as Credit, Debit, Fuel Sales, Deposits, or Payouts. This report gives you a clear, daily breakdown of how much money is flowing through different payment types and sales categories.
Why It Matters
- Track daily income and expenses for each category.
- Spot problems quickly if something seems off (like a missing deposit or big refund).
- Stay organized for end-of-month reporting and financial audits.
- Easily compare performance over time by section.
What to Do
- Review daily totals to ensure they match expectations.
- Look for missing or unusually high/low amounts (e.g. no deposits, large payouts, or refunds).
- Use this report with your Monthly Section Summary to verify that daily and monthly numbers match.
- Print or export this report regularly for bookkeeping and tax purposes.
What This Report Is
This report shows how much fuel was sold without charging fuel tax. It lists exempt sales by fuel grade (like Regular, Plus, Supreme), the amount sold, and the discount applied. This is usually for customers or organizations that don’t pay fuel tax, like farms, Indigenous customers, or government accounts.
Why It Matters
- Helps you track fuel sold under tax exemptions.
- Ensures you apply the correct discounts and follow government rules.
- Supports proper tax reporting and reduces audit risks.
- Helps catch any errors if discounts were entered incorrectly.
What to Do
- Review quantities: Make sure tax-free litres sold match your expectations.
- Check discounts: Confirm that discounts are being applied at the correct rates.
- Watch for unusual patterns: Big jumps or zero entries could mean data entry mistakes.
- Keep records: This report may be needed if you are audited or asked to prove your tax exemption sales.
What This Report Is
This report shows detailed information for each individual fuel sale where a tax exemption was applied. It includes the exact time and date of each transaction, how much tax-free fuel was sold, and the discount amount applied for tax exemption.
Why It Matters
- Tracks each tax-exempt fuel transaction for record keeping and audits.
- Makes it easy to verify every exempt sale with exact date and time.
- Helps catch mistakes or unusual activity quickly.
- Keeps your business in compliance with tax rules.
What to Do
- Review all dates and times: Make sure all exempt sales happened during business hours and match POS records.
- Check fuel grades: Confirm exemptions are only applied to allowed fuel types.
- Review discounts: Make sure tax discounts applied match local tax exemption rates.
- Keep for audits: This detailed report is often requested during government audits or tax reviews.
What This Report Is
This report shows your daily profit margins for each type of fuel you sell (like Diesel, Premium, or Unleaded). It breaks down how much you sold, your selling price, your costs, and how much profit you made each day.
Why It Matters
- See which fuel products make the most profit.
- Catch pricing or cost mistakes quickly.
- Understand how price changes affect your bottom line.
- Make smarter decisions about pricing and inventory.
What to Do
- Review daily: Look for any days where your margin drops too low or turns negative.
- Adjust prices: If margins are consistently low, consider adjusting your selling prices.
- Investigate issues: If costs increase suddenly, check supplier invoices or delivery records.
- Use for planning: Compare products to see which fuel grades bring in the most profit.
What This Report Is
This report shows how much fuel you have in your tanks each day, what it cost you, and what the total fuel inventory is worth. You can run it for any date range you want.
Why It Matters
- Helps track how much money is tied up in fuel inventory.
- Allows you to monitor cost changes from suppliers.
- Helps you plan purchases to avoid running out or overstocking.
- Supports better cash flow management.
What to Do
- Review the Inventory Value to know how much fuel inventory you have.
- Watch for high inventory levels—this ties up cash you might need elsewhere.
- Watch for low inventory levels—this may signal it’s time to reorder fuel.
- Check if Average Cost has gone up or down — this affects your profit margins.
- If costs are rising fast, talk to your supplier or adjust pricing at the pump.
What This Report Is
This report shows every fuel delivery made to your store. You can see delivery dates, driver names, invoice numbers, and how much fuel was delivered. You can also view detailed product information like fuel type, volume delivered, costs, and taxes. Use this report to track your fuel orders and spot any delivery issues.
Why It Matters
- Make sure all fuel deliveries match what you ordered.
- Catch any missing, late, or incorrect deliveries.
- Check that invoices and delivery records match.
- Help track fuel inventory and plan for future orders.
What to Do
- Review recent deliveries regularly to confirm fuel arrived as scheduled.
- Match invoice numbers and amounts to vendor invoices for accurate payment.
- Check fuel volumes to make sure you received the correct amount of fuel.
- Flag any deliveries with missing amounts or wrong products and contact your supplier.
- Use delivery data to update your inventory and reorder fuel as needed.
What This Report Is
This report shows when and how your gas prices changed for each fuel grade. You can see the exact date and time the price was updated, and the selling price for each fuel type (like Regular, Diesel, or Premium). You can filter the report for any date range to review recent or past price changes.
Why It Matters
- Make sure gas prices were changed correctly.
- Catch any pricing mistakes that could cost money.
- Check price history to explain changes to customers or managers.
- Keep track of price changes for tax or audit purposes.
What to Do
- Review this report daily or weekly to catch any incorrect prices.
- Verify that price changes match supplier costs and your pricing strategy.
- Investigate any unusual or unexpected price changes.
- Keep this report for your records to help answer customer questions or resolve vendor disputes.
What This Report Is
This report shows how much profit you are making on each gallon or liter of fuel sold, before taxes. It compares your selling price, your fuel cost, and your sales volume. You can filter by fuel type and date range to see your margins over time.
Why It Matters
- Helps you see if you’re pricing fuel correctly to make a profit.
- Shows which days had strong or weak profit margins.
- Helps you spot if fuel costs go up but prices weren’t adjusted.
- Identifies if you’re losing money on certain fuel grades.
What to Do
- If margins are shrinking, consider raising your prices or checking fuel purchase costs.
- If sales drop on high-margin days, review competitor prices to stay competitive.
- If any fuel grade shows negative margins, investigate pricing errors or delivery costs.
- Review your Averages row to monitor overall store performance.
What This Report Is
This report shows how much fuel was sold and how customers paid for it. It breaks it down by fuel grade and by payment method. You can see how many gallons/liters you sold, how much money you made, and which payment types were used (like Visa, Mastercard, cash, etc).
Why It Matters
- See which fuel grades are selling the most
- Make sure all sales and payments match your POS system
- Spot problems in payment types (like high credit card fees or missing payments)
- Help with daily deposits and reconciliation
What to Do
- Check for large differences between Pay In Store and Pay At Pump — Make sure pumps and registers are reporting correctly.
- Review payment types regularly — Make sure you are getting paid for all sales.
- Watch for unusual payment patterns — May signal errors or fraud.
- Use totals to match bank deposits and card processing reports.
What This Report Is
This report shows how much inventory you have and how much it’s worth, broken down by Departments, Subdepartments, or Suppliers. You can filter by date, category, supplier, or department to see detailed inventory levels, pricing, sales, margins, and days of supply.
Why It Matters
- Avoid stockouts or overstocking: Know exactly how much inventory you have on hand.
- Watch your profit margins: See which items make the most money and which don’t.
- Spot slow sellers: Identify products that aren’t moving so you can take action.
- Make better buying decisions: Know what and when to reorder.
What to Do
- Reorder fast sellers: If days of supply are low and sales are strong, place reorders.
- Watch low margins: Review items with low or negative margins and check costs or pricing.
- Handle slow movers: Consider discounts or promotions for products with low sales and high inventory.
- Use filters to focus: Filter by department, subdepartment, or supplier to narrow your focus and make decisions faster.
Tip: Use the settings menu to hide inactive products or negative QOH to simplify your view.
What This Report Is
This report shows a list of items that have not been counted during inventory for the selected time period. You can filter it by department and date range.
Why It Matters
- Helps you catch missed items during inventory counts.
- Prevents stock errors and shrinkage.
- Makes sure your inventory records are complete and accurate.
- Helps you plan future counts or spot training needs.
What to Do
- Review the list of uncounted items after each inventory count.
- Schedule a follow-up count for any items that were missed.
- Check if items are still active and being sold; remove inactive items if needed.
- Use this report to improve training for staff on inventory procedures.
What This Report Is
This report shows how many cartons and individual packs of a product (like cigarettes) you have in stock. It breaks it down into:
- Parent Items (cartons)
- Child Items (individual packs inside cartons)
You’ll also see how many total packs you have, whether they are still in cartons or already broken down.
Why It Matters
- Helps prevent inventory mistakes between cartons and individual packs
- Makes sure you’re not double-counting items
- Lets you see how much stock is ready to sell
- Supports accurate inventory tracking and ordering
What to Do
- Double-check totals: Make sure child + parent packs add up correctly
- Watch for zero or negative stock: Fix any missing or incorrect counts
- Plan restocks: If packs are running low but cartons are in stock, break cartons
- Use for audits: Show how cartons are converted into packs, with full history
What This Report Is
This report shows a history of all case breakdowns—when cartons (cases) of items like cigarettes were opened and split into individual packs. It tracks each breakdown event by date and shows how many cartons and packs were adjusted.
Why It Matters
- Helps you track inventory changes when breaking cartons into packs.
- Makes it easier to spot errors or unusual adjustments.
- Useful for auditing and shrinkage control.
- Ensures your inventory counts stay accurate over time.
What to Do
- Review breakdowns daily to catch mistakes early.
- Look for high or repeated breakdowns—they could signal poor forecasting or theft.
- Compare with sales to make sure you’re only breaking what’s selling.
- Use the totals to match what should be in stock.
What This Report Is
This report gives you a detailed list of all inventory items by department, showing how much each item costs, how much it sells for, and how many units are in stock. It calculates the total value (price × quantity) and profit margins, helping you manage your inventory more effectively.
Why It Matters
- Shows the real dollar value of your current inventory
- Helps you check if you’re making a profit on each item
- Useful for spotting incorrect prices or costs
- Helps you decide what to restock or remove from shelves
What to Do
- Check margins: If the margin is too low (or negative), you might be losing money
- Fix pricing: Raise prices on low-margin items if possible
- Watch for 0 QOH with high value: If items are out of stock but high value, reorder them
- Spot data issues: If cost is higher than price, fix your price or cost entries
- Use filters: Search by department or product name to find what matters most to you
- Track trends: Compare Last Cost vs. Avg Cost to see if supplier prices are increasing
What This Report Is
This report shows all customer activity during a selected date range. It lists both sales and payments made by each customer, with details like the date, receipt number, and amount. You can filter by customer and export the data or create an invoice.
Why It Matters
- Lets you track customer balances and account activity.
- Helps you spot missing or incorrect payments.
- Useful for creating invoices or reviewing disputes.
- Supports bookkeeping and tax records.
What to Do
- Check for missing payments: Make sure regular customers are up to date.
- Review large amounts: Confirm any big payments or refunds are correct.
- Create an invoice: If needed, click the “Create Invoice” button for billing.
- Export your records: Use the Excel export to keep for accounting or audits.
- Investigate account errors: Negative totals may need attention if they don’t match expected balances.