You can access all reports for your business under the Reporting section of the web app.
Material POS features reporting and analytics that allow you to see exactly what you want, without any manual effort. You can pull data from every aspect of your business, including sales, operations, marketing, staff performance, and customer behavior.
Material POS Reporting can be accessed from the Web Application and through the iPhone based reporting app. Material POS offers 9 reports, and they are: Dashboard, Product Stock, Best/Worst Sellers, Sales by Employee, Sales by Location, Sales by Brand, Sales Tax, and Closing Reports.
How to filter and sort on all reports
How to Apply Date Range Filter
Date range filter allows you to filter a report by date range. If you want to view the Sales by Location report generated from the data from last month, you can just click the date button at the top-right corner of a report.
The following reports support date range filter:
- Best/Worst Sellers
- Sales by Employee
- Sales by Location
- Sales by Item
- Sales Tax
- Closing Reports
After clicking the date button, a date picker window will pop up.
In the date picker window, you can see a set of preset date ranges on the right side, clicking which the start and end date will be selected automatically by the system.
On the left side, you can pick a custom date through the calendar widget by picking a start date and an end date.
To apply the filter to the report, please click the "Apply" button at the bottom right.
How to Sort a Column
Most of the columns in the Shoptiques Reporting can be sorted by clicking the header of a column. To identify if a column is sortable or not, please look for this icon at the column's header:
To sort the table by the Gross Sales in ascending order in the Sales by Employee report, please click the header for the "Gross Sales" column twice when the page is just loaded. The order of the column will be sorted in an opposite way every time when its header is clicked:
How to Edit Column
Shoptiques reporting allows you to show or hide any columns in a report so you can see the columns that matter to you and ignore the ones that are non-essential.
To learn how to edit column in a report, please go to this article.
Individual Reports
Learn more about each Report: