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Reports and account

Read your reports

Find the right EasySell report for profit and loss, sales, tax, stock levels, product expiry and customers, and filter each one by date and branch.

All reports are under Reports in the admin panel. Most have filters for date range and branch; set them, then search. Which reports you see depends on your industry and on inventory management being on.

ReportAnswers the question
Profit & Loss StatementsDid I make money this month? Sales, cost of goods, income, expenses and tax, ending in your net profit.
Sales, Income & Expense ReportHow much came in and went out, including the income and expenses recorded in Accounts.
Customize Sales ReportWhat sold, filtered the way you need: by product, category, brand, branch or period.
CustomersWho buys from me, and who owes me money on credit.
Product InventoryHow much stock of each product do I hold, and what is it worth?
Low StockWhat should I reorder? Products at or below their low stock point.
Out of StockWhat has run out?
Product LedgerWhat happened to one product: every purchase, sale, transfer and return.
Detailed InventoryStock by batch and cost layer (FIFO and LIFO stores).
Products Expiry ReportWhat expires soon, from the batch dates on your GRNs.
Sales Tax ReportTax collected on sales, for your tax return.
Purchase Tax ReportTax paid on purchases.

Get reliable numbers

  • Receive stock with GRNs so every unit has a cost. Without a cost, profit looks higher than it is.
  • Record damage, discards and returns (see stock movements).
  • Record rent, salaries and bills in the branch panel under Accounts, so they show in profit and loss.
  • Close each cash register at the end of the shift.

The branch panel dashboard gives a quick view of today's and this month's sales for one branch; use the reports above for the full picture.

Still stuck? Message EasySell support on WhatsApp at +92 322 2093633 with your store name and a screenshot of the screen you are on.
               
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