Reports

Automated report scheduling is not currently available. Reports must be generated manually from the Reports page on the Dashboard.

Yes. To access tax reports:

1. Navigate to Reports.
2. Select Tax Reports.
3. Apply any required filters.
4. Export the report if needed.

Yes. To compare performance across branches:

1. Navigate to Reports.
2. Open Sales Reports.
3. Filter by Branch.
4. Select a date range.
5. Export the reports for comparison.

You can also use the Sales Summary report to compare the following metrics across branches:

1. Revenue
2. Number of Sales
3. Gross Profit
4. Discounts

Yes.Navigate to:

Reports → Discount Report → Export

1. Log in to your Moniebook Dashboard.
2. Navigate to Reports.
3. Select Discount Report.
4. Choose the desired date range.
5. Apply filters if required.
6. View or export the report.

1. Log in to your Moniebook Dashboard.
2. Navigate to Reports.
3. Select Sales by Category.
4. Choose the desired date range.
5. Apply filters if required.
6. View or export the report.

1. Log in to your Moniebook Dashboard.
2. Navigate to Reports.
3. Select Sales by Item.
4. Choose the desired date range.
5. Apply filters if required.
6. View or export the report.

1. Log in to your Moniebook Dashboard.
2. Navigate to Reports.
3. Select Sales Summary.
4. Choose your preferred date range.
5. Apply filters if required (Branch, Staff, Register, etc.).
6. View or export the report.

Yes. The following reports are available for download from both the Dashboard and the Register:

Sales Summary

Sales by Item

Sales by Category

Sales by Staff

Sales by Customer

Sales by Pricing

Sales by Payment Method

Report are permission specific