The Raw Data Export allows you to retrieve detailed information on documents created in the software.

Generating a Report

When you generate a report, it’s a good practice to provide a descriptive name for easy identification later. You can specify various criteria to define your report:

• Document Type: Select the document type: Sales Invoice, Receipt or Packing List, to be counted in the report.
• Folder: Select the specific folder(s) you want to include in the report’s search.
• Date Range: Define the desired timeframe for the data.
• Search Term: Filter your report by customers, items, or other criteria using a search term.
• Status: Choose the document statuses you want included in the report.
• Show: Select which columns to display.
  If you select any line item columns, the report will display documents as multiple rows based on the number of line items they contain.

After setting your criteria, simply click the [Save] button to save the report. You can then export the report directly to an Excel file.

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The Item Sales Statistics report calculates sales information, including Quantity, Amount, and Average Price, for items that match the specified item name.

Generating a Report

When you generate a report, it’s a good practice to provide a descriptive name for easy identification later. You can specify various criteria to define your report:

• Document Type: Select the document type: Sales Invoice or Receipt, to be counted in the report.
• Folder: Select the specific folders the report should search within.
• Date Range: Specify the desired timeframe for your report.
• Item Selection: Click [Load from Item List] button to select the items.
• Search Term: Filter your report by customers, items, or other criteria using a search term.
• Status: Choose the document statuses you want included in the report.
• Show: Select which columns to display in report.

Viewing and Exporting

After setting your criteria, you have several options:

• [Save]: Click this button to save the report settings. The report calculation will update, and the “Last Generated” timestamp will be refreshed.
• [Preview]: Click to view the report in a PDF format.
• [Print]: Click to send the report directly to your printer for a physical copy.
• Export: Use the export menu at the top to save the report in either PDF or Excel format.

Here is a sample output of the report:

The post Item Sales Statistics appeared first on Quick Receipt Help Center.

The Customer Report provides sales statistics organized by customer.

Generating a Report

When you generate a report, it’s a good practice to provide a descriptive name for easy identification later. You can specify various criteria to define your report:

• Document Type: Select the document type: Sales Invoice or Receipt, to be counted in the report.
• Folder: Select the specific folder(s) you want to include in the report’s search.
• Date Range: Define the desired timeframe for the data.
• Customer Selection: Choose to list all customers, only those not in your customer list, or a selection of specific customers.
• Search Term: Filter your report by customers, items, or other criteria using a search term.
• Status: Choose the document statuses you want included in the report.
• Show: Select which columns to display .

Viewing and Exporting

After setting your criteria, you have several options:

• [Save]: Click this button to save the report settings. The report calculation will update, and the “Last Generated” timestamp will be refreshed.
• [Preview]: Click to view the report in a PDF format.
• [Print]: Click to send the report directly to your printer for a physical copy.
• Export: Use the export menu at the top to save the report in either PDF or Excel format.

 
Here is a sample output of the report:

The post Customer Report appeared first on Quick Receipt Help Center.

The Total Sales Report calculates the cumulative total of your sales and receipts, allowing you to group the data by day, week, month, or year.

Generating a Report

When you generate a report, it’s a good practice to provide a descriptive name for easy identification later. You can specify various criteria to define your report:

• Document Type: Select the document type: Sales Invoice or Receipt, to be counted in the report.
• Folder: Select the specific folders the report should search within.
• Date Range: Specify the desired timeframe for your report.
• Search Term: Filter your report by customers, items, or other criteria using a search term.
• Status: Choose the document statuses you want included in the report.
• Group by: Group the data by Year, Monthly, Weekly, or Daily.
• Show: Select which columns to display .

Viewing and Exporting

After setting your criteria, you have several options:

• [Save]: Click this button to save the report settings. The report calculation will update, and the “Last Generated” timestamp will be refreshed.
• [Preview]: Click to view the report in a PDF format.
• [Print]: Click to send the report directly to your printer for a physical copy.
• Export: Use the export menu at the top to save the report in either PDF or Excel format.

Here is a sample output of the report:

The post Total Sales Report appeared first on Quick Receipt Help Center.

On the report screen, you will find a Tool Bar located at the top, which provides the following functions:

• New – Create a new report. There are four types of reports available:
  – Total Sales Report
  – Customer Report
  – Item Sales Statistics
  – Raw Data Export
• Edit – Modify the selected report.
• Delete – Remove the selected report.
• Preview – View the selected report in PDF format.
• Print – Print the selected report.
• Re-generate – Re-process the selected report.
• Settings – Configure the output folder and file type for quick exports.

All saved reports are listed in a tabular format, allowing for easy reference and management.

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The Dashboard provides a high-level statistical overview of your invoices and receipts. At a glance, you can view total counts and values for both document types, including period-over-period percentage changes. The interface also features a sortable table detailing items sold and a graphical trend chart for the selected timeframe. To refine your data, use the filter options in the top-right corner to toggle between specific folders and date ranges.

• Key Metrics: View total volume and value for invoices and receipts, with automatic comparisons to the previous period.
• Item Sales Table: Track item quantities and amounts. Click any column header to sort the data.
• Visual Daily Trends: A graphical chart displays performance fluctuations over time.
• Custom Filters: Use the top-right menu to filter by Folder or Date Range to customize your view.

Additionally, you can click the Save icon in the top-right corner to export your dashboard info cards as an image for easy sharing or reporting.

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