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Reports

Sales, products with margin, hours, categories, payment methods, inventory analytics, staff and refunds — with export to Excel, PDF or CSV.

For: ManagerAdmin4 min

Reports answers the questions you ask at the end of the day and the end of the month. Pick a date range with the shortcuts (today, yesterday, last 7 days, this month) and switch between report tabs.

Sales

  • Session View — one caja session: cash reconciliation, totals by method, top products, staff activity.
  • Product Sales — units, revenue and margin per product, using the cost recorded at the time of each sale. Sort by revenue or units, filter by category.
  • Hourly Breakdown — sales by hour and by day of week, with your peak and slowest hours.
  • Revenue by Category — where the money comes from.
  • Payment Methods — cash, card and transfer totals per session and per day.

Inventory Analytics

  • Valuation — what your stock is worth at cost, store-wide and by category.
  • Shrinkage/Waste — the value of stock lost to waste and corrections, grouped by reason.
  • Expiry-Loss — the value written off as expired.
  • Turnover — how fast each product moves relative to the stock you hold.

Staff and operations

  • Staff Performance — revenue, transactions and average ticket per person.
  • Voids & Refunds, Refunds Register — every refund with reason and approver.
  • Deletions — lines removed from carts before payment. Corrections — edits to paid tickets.

Export

Press Export and download as Excel (.xlsx), PDF (.pdf) or CSV. Export is available on the full plan.

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