Navigating the Reports Page

The Reports page provides key insights into your Sales, Inventory, Profitability, and Sales Details, helping you analyze trends and make data-driven decisions.

Sales Details

The Sales Details page allows you to:

• Apply filters to customize your data view.

• Export reports to CSV, Excel, or Print for further analysis or sharing.

Sales

The Sales page is designed to help you:

• Identify trends in sales performance.

• Take actionable steps to optimize your business.

• Use the Slicer Panel to apply additional filters for a more granular view.

Inventory

The Inventory page provides:

• Detailed Tray Reports and Items Reports to track inventory levels and item-specific information.

Profitability

The Profitability page offers insights into:

• Shipping and Freight Costs, helping you understand and manage logistical expenses.

Adding Reports to Your Top Navigation Bar

To add the Reports page to your main navigation bar (Admin access required):

1. Go to Account Settings > My Company > App Settings.

2. Under Main Navigation Links, add "Reports."

This will ensure quick access to the Reports page from your top navigation.