Sales reports: what each of the seven tabs is for

One screen, seven tabs, each answering a different question. The filters at the top — from, to, branch and payment method — apply to every tab — image 1.

1 — Overview

The period's financial summary: approved invoice count and total, total collections, remaining amount, unpaid invoice count, and the number and value of returns.

Below it, net collections by payment method: receipts, collections, refunds, net and share for each method. These are dated by the actual receipt date — a cash basis, so they deliberately do not match the invoice figures. Then a branch × payment method matrix when no branch is selected.

2 — Invoices

The period's invoices with number, date, customer, total, paid amount, balance and status, with POS invoices marked.

3 — Revenue

Revenue broken down by customer, plus recent deliveries. It tells you who makes up most of your sales.

4 — Pending

What needs chasing: open orders and unpaid invoices with due dates and balances. A numeric badge on the tab tells you the count before you open it — start your day here — image 2.

5 — POS

Completed transactions in the period and their breakdown per terminal, so you can compare tills.

6 — Advanced

Top products by quantity and revenue, and revenue by branch.

7 — Returns

Total, approved and pending returns, and the most returned products. A badge counts the drafts waiting for approval.

Notes

• The payment-method filter affects the payments and POS figures only, and does not change invoice, return or customer-revenue numbers — those carry no payment method at all. The screen says so under the filters.
• The Print and Export Excel buttons follow the filters applied.
• A user restricted to a branch sees only that branch's figures.
• Do not compare "total invoiced" with "total collected" directly; the first is accrual and the second is cash, and the gap is your receivables.