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Reports shows how your Point of Sale and Online Shop are selling. Every report uses the same date range and channel filters, and you can click into any row to see the orders behind it.
Required permission: read access to reports.

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Open a report

1

Go to Reports

In the sidebar, under Insights, click Reports.
2

Choose a report

Pick a report from the list on the left.
3

Set the filters

Set the Date range (this month by default) and the Channel: All, Point of Sale, or Online Shop.

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Available reports

Click CSV on a report to download its table.
Click a row in a report to open the orders behind it. The orders open on a page under Orders, with the report filters shown as chips. Use the Reports breadcrumb to return to the same report and filters.

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Build a custom report

In Custom Reports, choose:
  • Measure — Number of Orders, Total Amount, or Items Sold
  • Display by — a time period (Week, Month, Quarter, Year) or Inventory Location, Cashier, Payment Method, Inventory Category, or Inventory Item
  • Segment by — split each bar by Status, location, cashier, payment method, category, or item, or None
Narrow the data with the Status, Inventory Locations, Cashiers, and Inventory Categories filters. Start from a suggestion such as Monthly Sales Trend, Top-Selling Categories, Cashier Performance, Payment Method Mix, Location Comparison, or Busiest Sales Weeks. Export the result as CSV or PDF.

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Ask AI

If your organization has the AI Chat Assistant paid add-on, an Ask AI link appears at the top of the report list. Ask questions in plain language, such as “What are my top 10 best-selling products this month?” or “Who are my top customers by lifetime spend?”. Answers can include charts and tables you can download as CSV, PNG, or PDF. Ask AI only uses data your role can see. Click History to reopen a previous chat or New chat to start over.
Without the AI Chat Assistant add-on, the Ask AI link doesn’t appear. Contact Relyant to add it. See Billing and Ask AI.

Orders

Review the orders behind a report.

Ask AI

Learn more about Ask AI across Relyant.