Office web app · 3 min
How to see sales reports and download them in Excel
Reports show what sold, where and by whom, and download in Excel for your accountant.
Available on the Growth plan and up
Steps
Step 1: In the menu, click Reports. Each tab is a different report.
Step 2: Choose the dates: from and to.
Step 3: Choose how to group it: by shop, by route, by product or by salesman.
Step 4: At the top: quantity sold, free quantity, sales value and number of bills. Below, each row's detail.
Step 5: Click Excel to download the report.
Step 6: Daily shows sales day by day; Distributors shows each salesman's sales and collections.
Step 7: Sales bills and Purchase bills give all your bills for GST filing. Download them every month for your accountant.
Good to know
- Compare busy and slow days in the Daily report before planning stock for festivals.
Next
Try it on your own business.
14 days free, no card. Stuck on a step? Ask on WhatsApp and say which one.

