Summary Report
The Summary Report provides an overview of sales for a selected period or shift, broken down by payment types, taxes, employees, subdivisions, and clients.
How to Access
Menu → Reports → Summary Report.
Route: /warehouse/reports/summary
Quick actions:
Overview
The report provides a complete picture of a sales point's operations: revenue, payment types, taxes, sales by employees, subdivisions, and clients. Optionally includes a sales act breakdown.
Filters
| Filter | Description | Required |
|---|---|---|
| Sales Point | Select a sales point | Yes |
| Period | Per shift, for period, or shifts for period | Yes |
Parameters
- Show sales act — include detailed item-level sales breakdown
- Show payment type details — breakdown by each payment type
- Show client phone number — display client phone in the report
Period Selection
Per Shift
Select a specific shift from the list. Shifts are loaded based on the selected sales point.
For Period
Specify start and end dates for the period.
Shifts for Period
Specify a date range — all shifts within the range will be included.
FAQ
Q: The report is empty — what should I do?
A: Make sure the correct sales point is selected and the period contains closed shifts.
Q: Why doesn't the report show previous days?
A: By default the report opens with For period from set to today — from 00:00 to 23:59, so previous days are not included until you change the dates. To see previous days:
- set the dates in For period from … to (or choose Shifts for period from) and click Build Report;
- or choose Per shift and pick the shift from the list. The shift list appears only after a sales point is selected — without one you will see the hint Select a sales point to see the list of shifts. The list contains all shifts of the point, newest first.
Q: Can I see item-level details?
A: Enable the "Show sales act" parameter to include item-level breakdown.