Reports
Sales, profit, stock and staff reports, and how to read them.
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How to Create an Investor Report
Open Investor Report in the menu, choose the period, location and the areas to include, then click Generate report. Download it as a PDF or Excel workbook, email it to up to ten people, or share a private link that needs no login.
How to View Your Sales Report in SellarPro
To see your sales in SellarPro, open Quick Reports → Sales Report, choose the period and the location, and click Apply Filters. Use Profit / Loss instead if you want what you actually earned rather than what you sold.
How to Record a Business Expense
Open Finance → Expenses and click Add. Choose the Business Location and Expense Category, enter the Total amount and the payment, and save. Recording rent, power, fuel and wages is what makes your profit figure real.
How to See Who Changed a Product's Price
Open Reports → Activity Log → Adjustment Log and choose the Price changes tab. Every change to a selling price, cost or price-group price is listed with the price before and after, where it was changed from, and who changed it.
How to Read the Expense Report
Open Finance → Expense Report. Choose the date range, branch and any filters, and click Apply Filters. The cards show total expenses, what is paid and outstanding, and refunds. Below are every expense, charts by day, category and payment method, and the top payees. Export to Excel or PDF.
How to Read Insights
Open Insights from the menu. It reads your own data and lists what needs your attention, such as dead stock, customers who owe you, slow sellers and unusual activity, beside what is going well, in sections for staff, stock, sales, debts, anomalies and operations. Each insight links to the page with the detail.
How to Use Quick Reports
Quick Reports are one-click reports for the questions you ask every day: sales, your orders, deliveries, product and staff performance, profit and loss, debtors, supplier payments, stock alerts, stock, reconciliation, dead stock, top customers, payments and delivery revenue. Choose the period and location and click Apply Filters.
How SellarPro Works Out Your Profit
Open Reports → Sales → Profit / Loss Report and choose the dates and location. Gross profit is what you sold for minus what those items cost you. Net profit is gross profit minus expenses, stock lost, discounts and the other costs listed. Delivery charges are left out. Tabs below break profit down by product, category, branch, invoice, day and customer.
How to Read the Tax Report
Open Reports → Tax → Tax Report and choose the dates. The Summary shows, for each tax rate, the output tax on sales, input tax on purchases, tax on expenses and the net payable. The other tabs list every transaction behind each figure.
How to See Deleted and Changed Sales
Open Reports → Activity Log. The Deletion Log lists every deleted sale, purchase, expense, adjustment, return and payment, what it was worth, who deleted it and why. The Adjustment Log lists every sale changed after it was rung up and every price change. Both are permanent.
How to Get a Daily Sales Summary by SMS or Email
Open Communication Center → Settings, choose the Automated SMS tab and, under Daily Sales Summary, tick Send via Email and Send via SMS. Add the numbers and emails to send to (blank sends to the owner) and choose the delivery time. Every evening you get the day's sales, expenses, returns and money collected.
How to Read the Money Cards on Your Dashboard
The home dashboard shows four position cards. Business Balance: the money across your payment accounts. Receivables & Payables: what customers owe you and what you owe suppliers, split into overdue and not yet due. Stock Value: stock at cost and at selling price. Stock at Risk: dead and expired stock.
Still need help?
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