Reports-Sales reports hub

Overview

The Report module landing page lists Sales Reports shortcuts and a Choose Report Name control. Staff pick a report type, then run it and export to PDF when needed.

Purpose

Give administrators one place to open standard sales reports without writing queries.

Features

• Sales Reports tile buttons:
  • Sales Overview
  • Sales by Product Category
  • Sales by Representative
  • Sales by Product
  • Sales - Discount Wise
  • Sales by Creator
  • Sales by Month
• Choose Report Name dropdown (searchable) at the top right.
• Show Report button to generate the selected report.
• PDF button to export the result (bottom right when a report is shown).

Workflow

Use the hub to pick a report, then complete filters on the next screen (dates, customer, etc.) before you view or export.

Steps

1. Open Report from the top menu (_topRm=report, module=core_report).
2. On the Sales Reports panel, click a tile (for example Sales Overview) or choose the same name from Choose Report Name.
3. Click Show Report.
4. On the report screen, set filters (date range, customer, and others shown for that report).
5. Review the on-screen table and totals.
6. Click PDF to download when the output is correct.

Validation Rules

Rule	Detail
Report selection	Select a report from a tile or the dropdown before Show Report
Role access	Your user group must allow the chosen report
Filters	Each report may require dates or other fields—complete them on the report screen
Empty results	No rows usually means no data in range or unconfirmed documents—check Sales and Receipts
PDF export	Available after the report loads; export only reviewed figures

Screenshot Section

Reports landing page with Sales Reports shortcuts and Show Report control.

Summary

The Sales Reports hub is the starting point for all sales analytics. Pick the report type here, then apply filters on the next screen. If figures disagree with operations, correct Sales and Receipt data before re-running.