Reports
The «My sales» → «Reports» section builds registers of your sales for a selected period. A finished report is downloaded right from the list.
How to generate a report
- Click «Generate» in the section header.
- Choose the report type — the remaining fields appear after that.
- Specify one or several merchants and the period — the start and end dates.
- Click «Generate». Preparation takes up to a minute; when the report is ready, click «Download».
If generation takes a while, you can close the window — the report stays in the list and can be downloaded later, when its status changes to «Ready».
Report list
The list shows the period, merchant, type and status of each report. Downloading is available from the row menu — «Download as …» — for reports in the «Ready» status. The formats depend on the report type.
Search and the filters by type and merchant help find the report you need.
Whether you see the section and its buttons depends on your employee permissions — access is granted by the organization's administrator, see Employee access.
Closing documentsClosing documents Documents that confirm payment and receipt of goods or services: UPDs, acceptance certificates, VAT invoices. Needed for accounting and tax records. For details, see Closing documents. → — UPD, acts, VAT invoices — live separately, in the «Documents» section: see the article Closing documents.