The Reports tab in your Company Store Manager gives you a variety of tools to track sales, inventory, budgets, and more. Below is a simplified guide to each available report.
Custom Report Builder
Track stipend and account balances by user. Shows issued amount, usage, and remaining balance.
🔹 Filter by date, user, or group
🔹 Exportable to CSV
Inventory Report
Tracks product stock levels by size and color. Shows:
Starting inventory
Adjustments
Quantity sold
Inventory on hand
Unit cost & total inventory value
🔹 Filter by date range
🔹 Exportable to CSV
MOAS Report (Manager Order Approval System)
View orders waiting for manager approval.
You can:
Filter by date, user, or group
Approve/deny orders directly
Send approval reminders
Sales Report
Breaks down each order with:
User details
Payment method & code (e.g., PO or Payroll Deduction)
Subtotals, discounts, tax, shipping, and total
🔹 Optional columns: Shipping address, Employee ID
🔹 Filterable and sortable
🔹 Exportable to CSV
Products Report
Tracks product performance, including:
Quantity sold
Revenue and profit
Cost and % of total sales
🔹 Filter by category
🔹 Exportable to CSV
Gift Certificates
See issued certificates, usage, and remaining balances.
🔹 Filter by date, user, or group
🔹 Optional: Show Employee ID
🔹 Exportable to CSV
Coupons Report
View all coupon codes, expiration dates, usage, and remaining values.
🔹 Filter by date, user, or group
🔹 Exportable to CSV
🔹 Add new coupons manually or upload in bulk (CSV format)
Budget Report
Track budget usage by user or group. Shows:
Amount spent
Remaining balance
Order details
🔹 Filterable and sortable
🔹 Exportable to CSV
Budget Remaining Report
See remaining budget balances for all users.
🔹 Filter by group or user
🔹 Organized by user group
🔹 Exportable to CSV
Spending Report
View total spend by user or group.
Columns include:
Order #
User details
PO Number
Order total
🔹 Exportable to CSV
Product Detail Report
Itemized view of each product ordered, including:
Item #, size, color
Quantity ordered
Order numbers
🔹 Filter by product, category, user, or date
🔹 Exportable to CSV
Category Sales
See total sales per product category.
🔹 Filter by category, user, or date
🔹 Includes overall totals
🔹 Save as PDF or CSV
Query Response Report
Shows customer responses to custom checkout questions.
🔹 Filter by date
🔹 Includes products ordered and quantities
🔹 Save as PDF or CSV
Order Detail Reports (I, II, III)
All versions show full order details:
Customer info
Items ordered
Prices, taxes, totals
Order Detail II adds search by product or Order ID.
Order Detail III combines all available data, including:
Shipping & billing info
Personalization
Tracking numbers
Employee ID
Custom fields & notes
🔹 Filterable
🔹 Exportable to CSV
Ship To Report
Displays shipping information by order.
Includes:
Ship-to address
Product and quantity details
Status and payment info
🔹 Filterable
🔹 Exportable to CSV