Reports and exports¶
The Reports screen answers the shop's questions for a day or a period: how much was sold and how customers paid, what workshop work is open, which items are running low, and how loyalty points, vouchers and gift cards were used. Figures are calculated live from your shop's sales, stock and rewards, and cannot be edited. You can download the sales for a period as a CSV file.
Who can use this¶
| Task | Who |
|---|---|
| View reports and download the sales CSV | Owner, and Managers and Shop Managers who have been given access to reports |
Team Members cannot open Reports. See Roles and permissions.
Before you start¶
- Only paid sales count. Unpaid sales are never included. See POS checkout.
Key concepts¶
| Concept | Meaning |
|---|---|
| Reporting period | From and To dates, both included. By default the first day of the current month until today. To cannot be in the future, and From cannot be after To. |
| Reporting timezone | Days start and end at midnight in your shop's time zone, shown as Reporting timezone. |
| Counted sales | Paid sales, including sales that have been partly refunded. Fully refunded, voided and unpaid sales are left out. |
| Report currency | Your shop's currency. |
How to view a period¶
- Open Reports ("Review sales, stock, workshop, and loyalty activity for the selected reporting period.").
- In Reporting period, choose From and To.
- Select Apply period. All cards and charts update.
- If the report cannot be loaded, select Refresh report.
How to export sales¶
- Apply the period you want.
- Select Export sales CSV. The button shows "Preparing CSV…".
- The file downloads and you see "Sales CSV downloaded."
The file name contains the period, for example sales-2026-10-01-2026-10-17.csv. You can open it in a spreadsheet program.
What the figures mean¶
Headline cards¶
| Card | Meaning |
|---|---|
| Paid sales | Total of counted sales in the period, including VAT. |
| Transactions | Number of counted sales in the period. |
| Low stock | Number of items at or below their low-stock level right now (not limited to the period). Only items with a low-stock level set are counted. |
| Loyalty points | Points earned minus points spent or taken back in the period. |
Performance trends¶
| Chart | Meaning |
|---|---|
| Total sales | Counted sales per day, week or month. |
| Number of sales | Number of counted sales per day, week or month. |
| Average revenue | Average value of a sale in the period. |
| Repair tickets | Workshop repair tickets created per day, week or month. |
Periods up to 31 days are shown per day, up to 120 days per week, and longer periods per month. The same charts appear on the Dashboard.
Detail cards¶
| Card | Meaning |
|---|---|
| Payment totals | For each payment method: number of Payments and Amount. Gift card payments have their own line. |
| Workshop workload | Open jobs: repair tickets created in the period that are not yet Collected or Cancelled. Oldest open job: how many days the oldest of these has been open at the end of the period. Also a count for each repair stage. |
| Low stock detail | Up to 50 items at or below their low-stock level, lowest first: Product, item number (or No SKU), On hand and Threshold. |
| Loyalty activity | Balance change, Earned, Redeemed (including points taken back by refunds) and Entries. |
| Customer tiers | How many customers are in each tier today, and Tier transitions in the period. |
| Voucher activity | Issued (vouchers created in the period), Active now, Redeemed and Discount given. |
| Gift-card activity | Cards issued and their value, Redeemed value, Outstanding balance (unused value on active cards today), Blocked balance and Expired balance. |
| Sales by currency | Number and total of sales per currency. |
What is in the sales CSV¶
One row per sale created in the period, newest first, with the location, sale number, invoice number, status, currency, total and the date and time the sale was created.
Reading the CSV
- The file includes all sales in the period, also unpaid, voided and refunded ones. Use the status column to filter.
- Totals are in øre (hundredths of a krone): 125000 means 1,250.00 kr.
- Times are in UTC, which is one hour (winter) or two hours (summer) behind Danish time.
Rules to know¶
- Dates must be valid, and the start date cannot be after the end date: "The report start date must be on or before the end date."
- You can only see your own shop's figures.
- Viewing or exporting reports does not change anything.
Gift cards count as sales twice
Selling a gift card is a paid sale, so it is included in Paid sales. When the customer later pays with the card, that sale is counted too. To see goods and services only, subtract the Cards issued value.
What happens next¶
Nothing changes in the shop when you view a report or download the CSV. Figures are always up to date when you apply a period or refresh.
Not available in this version¶
- Building your own reports or dashboards.
- Exports other than the sales CSV (for example Excel or stock exports).
- Links to accounting systems.
- Reports across several shops or currencies.
Common questions / problems¶
| Symptom | Cause | What to do |
|---|---|---|
| "Reports could not be loaded…" | You have no access to reports, or the dates are invalid | Check the dates; ask the owner about access |
| "The sales CSV could not be downloaded." | As above, or a network problem | Try again |
| Totals differ from End of day | End of day counts only fully paid sales and uses a different day boundary | Use Reports for daily totals in shop time |
| Paid sales looks too high | Gift card sales are included | Subtract the Cards issued value |
| Low stock shows 0 | No low-stock levels are set on your items | Set a low-stock level on the products |
| Open jobs seems low | Only repairs created inside the period are counted | Choose a longer period |
| Times or days look shifted after changing time zone or currency in Settings | Reports keep the time zone and currency your shop was set up with | Contact Kadenio support to change them |
