Reports and analytics

Reports gather everything the components know about money, goods and customers. In the side menu these are two items: Reports — tables and charts by period, and Analytics — signals about what needs attention. The component is always on.

The «Reports» section: period parameters, a table of metrics and a chart — A report is built by period and branch; the result is a table and a chart

What reports exist

The set depends on connected modules: a switched-off component supplies no metrics.

Report	What it is about
Sales	Revenue by day, category, employee
Cash shifts (Z-reports)	Shift totals: revenue, cash, discrepancies
Orders	How many orders and for how much, by customer and period
Shipments and volumes	What actually left and to whom: amount, units, number of shipments
Stock	What is in the warehouses and how much
Write-offs	How much is lost to damage and spoilage
Turnover	How fast goods leave the warehouse
Deal funnel	How many deals reached each stage
Profit by site	Income, cost and profit for every site
Resource load	How busy masters, rooms and equipment are
Attendance	Who comes to classes and who misses them
Packages	Sold and active bundles, remaining visits
ABC analysis	Which products feed you and which take up shelf space
RFM analysis	Customers by recency, frequency and amount
Crew output and load	How much each crew has done

How to build a report

Open Reports and pick the one you need.
Set the period and the branch.
Choose a breakdown in Group by: days, categories, employees, customers.
Tick the metrics you want in the table.

A configured report is saved as a template: "revenue by branch for last month broken down by category" is set up once. A template can be personal or shared across the company, and one of them can be made the default.

Finance and profit

The «Finance» section: income, expenses, profit and cash movement — Profit and loss, expenses and receivables in one section

Profit and loss — revenue, cost of goods, expenses and profit for a period. An order enters the report when it is completed, and the cost is taken for what was actually shipped.
Cash movement — what came in and what went out, by till and account.
Expenses — rent, payroll, purchases. Entered by hand or arriving from payroll and inventory.
Receivables — who owes and how many days overdue. The term comes from the customer card. Debt on an order with shipments is the goods handed over minus what has been paid.

Analytics signals

The Analytics section checks situations that need attention and shows them as a list.

Signal	What it is about
Low stock	Stock below the reorder threshold
Low margin	The price has come close to the cost
Revenue drop	A dip compared with the previous period
Branch revenue drop	One location has fallen out of the general picture
Stalled deals	No movement for a long time and not closed
Overdue receivables	The due date has passed and the debt remains
Sleeping customers	They were active and stopped coming
Service due	Scheduled maintenance is near or overdue
Communication channels are down	Sending to customers is on but no connector is set up

A signal has a severity level. A repeat firing does not spam: the state is remembered.

Schedules and export

A report can be put on a regular email schedule — for example a revenue summary every Monday morning. Active schedules are listed separately.

Tables export to CSV and XLSX, charts to PNG and PDF.

Who sees what

Reports follow roles and branches: an employee sees their location, a director the whole network. Access to reports with sensitive data is recorded in the audit log.

In short

Reports give tables and charts by period, Analytics gives signals about problems.
The set of reports depends on the connected components.
A configured report is saved as a template and can be emailed on a schedule.
An order enters profit when it is completed, and the cost is counted for what was shipped.

Reports read the POS, inventory, orders, customers, deals, scheduling and messenger and change nothing in them.