Material Retail offers a variety of reports to help you better understand your business. Each report is designed to be filtered and grouped, allowing you to quickly find the exact information you need.
Whether you're looking for sales by employee, inventory from a specific vendor, or sales within a custom date range, your reports can be tailored to answer the questions that matter most to your business.
If you're not sure where to start, use this guide to find the right report for the job.
📈 I want to see how my business is performing.
Use: Sales Report
The Sales Report gives you a complete picture of your sales. Use filters and grouping to analyze sales by employee, product, vendor, category, brand, location, and more.
Common uses include:
- Tracking best sellers
- Comparing employee performance
- Reviewing sales by vendor, brand, or category
- Seeing your best customers in a certain channel
📦 I want to find products to reorder or mark down.
Use: Product Stock Report
The Product Stock Report shows your current inventory levels, making it easy to identify products that are running low and need to be reordered, as well as products that may be overstocked and ready for a markdown.
Common uses include:
- Finding products to reorder
- Identifying overstocked items
- Seeing how long inventory has been in the store
💲 I want to know if I'm overbought or underbought in a category.
Use: Inventory Value Report
The Inventory Value Report shows the value of your inventory based on cost or retail price. Group the report by Total, Product, Vendor, Department, or Location to better understand where your inventory dollars are invested and identify opportunities to improve your buying strategy.
Common uses include:
- Seeing which departments are the most profitable.
- Identifying departments with more inventory than they need.
- Understanding if you're overbought or underbought in a category.
- Seeing which vendors you're spending the most money with.
- Reviewing the overall value of your inventory.
🧾 I need to file my sales taxes.
Use: Sales Tax Report
The Sales Tax Report summarizes your taxable and non-taxable sales, making it easy to prepare for sales tax filing.
Common uses include:
- Reviewing taxable sales
- Reviewing tax collected
- Preparing sales tax reports
🏁 I want to review my register at the end of the day.
Use: Closing Reports
Closing Reports summarize each register at the end of the day, including sales totals, payment method breakdowns, and expected cash in the drawer.
Common uses include:
- Balancing your register
- Reviewing payment methods
- Confirming cash totals
- Looking back at previous closing reports
A Few Tips
Every Material Retail report is designed to be flexible.
Try using filters, grouping, sorting, and customizable columns to answer different questions about your business. You may be surprised how much information you can uncover from a single report.