Easy Retail Flow › Reports › Sales Summary
¶ Sales Summary Report
Analyze revenue performance across stores, customers, and team members with multi-dimensional filtering.
¶ 1. Analytics Configuration
The Sales Summary Report provides deep insights into your business performance. Whether you need a daily branch summary or a monthly staff audit, this interface handles the complex grouping for you.
Figure 1 — The comprehensive sales filtering dashboard for revenue and audit tracking.
¶ Date & Time Scope
Define the exact Start Date and End Date for your analysis. The system supports cross-year reporting for historical comparisons.
¶ Entity Targeting
Narrow results by Customer, Store/Branch, or Assigned User to isolate specific performance variables.
¶ 2. Status & Detailed Auditing
Refine your report based on transactional metadata to capture unpaid invoices or canceled sales:
- Resolution Status: Filter by Completed, Pending, or Canceled transactions.
- Payment Status: Isolate Paid, Partially Paid, or Overdue accounts.
- Full Item Audit: Enabling this toggle includes every individual line item in the generated PDF for a granular reconciliation.