> ## Documentation Index > Fetch the complete documentation index at: https://help.tillora.in/llms.txt > Use this file to discover all available pages before exploring further. # Reports ## Sales Report The Sales Report gives you a comprehensive breakdown of your sales data. It has five tabs: Overview, By Date, By Item, By Customer, and By Till (salesperson). > [card] Overview Tab > > A summary dashboard showing sales by payment mode (Cash, UPI, Card, Due, and custom tenders), due collections cleared, vendor payments, and refunds — all broken down by payment method with totals. > [card] By Date Tab > > A detailed table of every invoice in the selected period with invoice number, customer, payment mode, status, sales amount, paid, and due. Includes due-cleared payments as a separate section. > [card] By Item Tab > > See which products sold the most. Each row shows the product name, invoice count, quantity sold, and total sales amount. Sortable and exportable. > [card] By Customer Tab > > Sales grouped by customer showing invoice count, total sales, paid amount, and due amount. Helps identify your top customers. > [card] By Till Tab > > Sales grouped by till user (salesperson) showing invoice count, total sales, paid, and due. Useful for performance tracking across multiple tills. > [card] Export to CSV > > Each tab has its own CSV export button. The export includes all columns and respects the active date range filter. ## Payment Summary The Payment Summary report provides detailed payment analytics across five tabs: By Date, By Mode, By Customer, Customer Balance, and Vendor Payments. > [card] By Date > > Every payment transaction listed chronologically with invoice number, invoice date, payment date, customer name, payment mode, and amount. Paginated for large datasets. > [card] By Mode > > Payments grouped by payment method (Cash, UPI, Card, etc.) showing payment count and total amount for each mode. Quick way to see your payment mix. > [card] By Customer > > Payments grouped by customer showing payment count and total amount. Identifies which customers are paying the most. > [card] Customer Balance > > An aging report showing each customer's total due, old balance, combined balance, invoice count, oldest invoice date, and aging label (Current, 30 days, 60 days, 90+ days). Filter by a specific as-of date. > [card] Vendor Payments > > A dedicated sub-report showing all payments made to vendors with bill number, vendor name, payment date, mode, and amount. ## Inventory Report The Inventory Report provides four views of your product data: Stock Levels, Profit Margin Analysis, Profit by Date Range, and Expiry Tracking. > [card] Stock Levels > > View every product with current stock quantity, selling price, cost price, MRP, unit, and total stock value (stock × cost). Filter by category and search by name. Export to CSV. > [card] Profit Margin Analysis > > See the profit margin for every product: selling price, cost price, MRP, profit per unit, profit margin percentage, stock quantity, and potential profit (margin × stock). Sort by margin or potential profit. > [card] Profit by Date Range > > Analyze actual profit from sales over a date range. Each product shows total quantity sold, total revenue, average selling and cost prices, total profit, and profit margin. Filter by category. > [card] Expiry Tracking > > Track products approaching or past their expiry dates. Shows product name, expiry date, quantity, associated bills, vendors, and an aging bucket (Expired, Within 30 days, Within 90 days, etc.). ## Day End Report The Day End report tracks cash sessions — from opening the till to closing it at the end of the day. It provides a complete audit trail of cash flow, denominations, float events, and variance analysis. > [card] Cash Session List > > View all cash sessions in a table with device ID, opened by, opened at, opening balance, closed by, closed at, expected cash, counted cash, and variance. Filter by date range. > [card] Session Detail & Audit > > Click any session to see a full audit breakdown: opening balance, cash invoice sales, outstanding collections, vendor payments, credit note refunds, float added, expected cash, counted cash, and variance. Each category links to the underlying transactions. > [card] Denomination Tracking > > Both opening and closing counts can include denomination breakdowns (coins and notes). Float events also track denominations. This helps identify counting errors. > [card] Export to CSV > > Export the session list to CSV for accounting records. The export includes all session fields and respects the date range filter. ## Employee Hours The Employee Hours report tracks how long each employee worked based on their till login and logout sessions. It provides daily breakdowns, session details, and employee totals. > [card] Daily Breakdown > > Sessions are grouped by date. Each day shows total employees, total sessions, and total hours worked. Click a date to expand and see individual employee sessions. > [card] Employee Session Details > > For each employee on each day: device ID, number of sessions, first login time, last logout time, total hours worked, and individual session start/end times with durations. > [card] Employee Totals > > A summary table showing each employee's total days worked, total sessions, total hours, and average hours per day over the selected period. > [card] Date Range Filter > > Filter by date range with presets (This Week, This Month, etc.). The report is generated on demand — click "Generate" to run. ## Profit & Loss The Profit & Loss report gives you a complete financial picture for any date range. It follows a standard P\&L structure: Revenue → Gross Profit → Operating Profit → Net Profit. > [card] Revenue Section > > Shows total sales, invoice count, refunds, and net revenue (sales minus refunds). > [card] Cost of Goods Sold > > The total cost of goods sold based on product cost prices and quantities sold. Gross profit and gross margin are calculated automatically. > [card] Operating Expenses > > Total operating expenses broken down by category (Rent, Utilities, Salaries, etc.). Each category shows its amount. Operating profit is gross profit minus expenses. > [card] Net Profit > > The bottom line: net profit after deducting write-offs from operating profit. Net margin percentage is displayed alongside. > [card] Export to CSV > > Export the full P\&L report to CSV for your accountant or financial records. > [card] Date Range Filter > > Select any date range with presets. The report is generated on demand for accurate, real-time calculations. ## Write-Offs Report The Write-Offs report tracks all invoices that have been marked as uncollectable. It helps you monitor bad debt and understand write-off patterns. > [card] Summary Stats > > Three key metrics: total write-off count, total written-off amount, and total original invoice amount. Helps you see the scale of uncollectable debt. > [card] Write-Off Table > > Each row shows the invoice number, customer name, original invoice total, paid amount, written-off amount, write-off date, written-off by (user), and the reason provided. > [card] Date Range Filter > > Filter write-offs by date range with presets. The report is generated on demand. ## Loyalty Report The Loyalty Report shows customer loyalty point activity — points earned, redeemed, and current balances. Use it to monitor your loyalty program's engagement and effectiveness. > [card] Customer Points Table > > A table of all customers with loyalty activity showing customer name, points earned, points redeemed, current balance, and last activity date. > [card] Search & Sort > > Search by customer name or ID. Sort by balance (high/low), points earned (high/low), or name. Pagination supports 10, 20, or 50 rows. > [card] Date Range Filter > > Filter loyalty activity by date range to see points earned and redeemed within a specific period. ## Smart Match Smart Match is a bank reconciliation tool. Upload your bank statement and the system automatically matches transactions against your invoices, helping you identify discrepancies and reconcile accounts. > [card] Upload Statement > > Upload a bank statement file (CSV or Excel). The system parses the file and detects columns automatically. > [card] Column Mapping > > Map your bank statement columns to the required fields: date, amount (or debit/credit), description, reference, and type. The system auto-detects common formats. > [card] Auto-Matching > > The system matches bank transactions to invoices based on amount, date proximity, and reference numbers. Configure tolerance settings: amount tolerance, date tolerance (days), and whether reference matching is required. > [card] Match Results > > Results are displayed in three sections: Matched (bank transaction paired with invoice), Unmatched Statements (bank transactions with no matching invoice), and Unmatched Invoices (invoices with no matching bank transaction). > [card] Export Results > > Export the match results to CSV or Excel for further analysis or to share with your accountant. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.