Reports and dashboards

SaleSprint gives you your numbers in two different places, and they behave quite differently.

Dashboard is a set of at-a-glance screens — tiles and charts you look at. Reports is a list of 118 tables you run, read and download.

Where

Reports

Plan

All plans

Permission

Reporting → Sales Report

There is no single “reports” permission. Each group is gated separately — reporting.financial_report, reporting.sales_report, reporting.purchase_report, reporting.stock_report, reporting.product_report, reporting.manufacturing_report — so you can give a manager the sales reports without opening the books.

What is in each group

Menu group	Reports	Covered in
Financial Reports	13	Financial reports
Sales Analytics	6	Sales analytics
Sale Reports	16	Sale reports
Purchase Reports	25	Purchase reports
Product Catalogue Reports	9	Product reports
Inventory & Stock Reports	15	Stock reports
Product Performance Reports	9	Product reports
Cost & Pricing Reports	6	Product reports
Combined Product Reports	6	Product reports
Manufacturing Reports	13	Manufacturing reports

The Dashboard menu is separate, at the very top of the app menu, and has its own page: Dashboards.

How to run a report

Every report in the list works the same way.

1. Open the report from Reports → group → report name.
2. The Filter criteria card is at the top. If it is collapsed, click the header to open it.
3. Pick your period. Click one of the pills — Today, Yesterday, This week, This month, This quarter or This year — or type your own Start date and End date.
4. Narrow it further if you want, using whichever dropdowns that report offers: Customer, Supplier, Location, Category, Brand, User, Status. Each one starts at All.
5. Click Run report.

Nothing happens until you click Run report

Choosing a period or a filter only fills the box in. Most reports open showing “Set filters and run” and stay that way until you press the button.

Clicking Clear is the exception — it resets the filters and re-runs immediately.

The badge next to Filter criteria counts how many filters are active, which is the quickest way to see why a report is emptier than you expected.

Reading the result

Summary tiles sit above the table — a few headline figures for the period. There are no charts on a report; charts live on the dashboards.

The table below has:

• a search box for finding one row,
• a Columns button for hiding columns you do not need,
• an Export menu — see Exporting a report,
• a bold Total row at the bottom,
• and a pager: Rows per page 10, 25, 50 or 100, starting at 25.

Click a column heading to sort by it.

The Total row totals everything, not just the page

The Total at the bottom covers every row the report returned, even the ones on later pages. Turning the page does not change it.

Six things that apply to every report

You cannot click through to the document. Report rows are not links. If a row looks wrong you have to note the number and go and find that sale or purchase yourself.

Nothing is remembered. There are no saved reports, no favourites and no “my usual filters”. Leave a report and come back, and every filter is back at its default. Set them again each time.

Reports need a connection. Unlike most of the app, reports are not available offline — there is no cached copy. With no signal you get “Network unavailable” where the table should be, and there is no Retry button, so press Run report again once you are back online.

Amounts have no currency symbol. Every money column is a bare number. If you trade in more than one currency, be aware that nothing on a report tells you which currency a figure is in.

Dates come from the device. “Today” means today according to the phone or computer you are using, and the report asks for a plain date with no time zone. Two people in different time zones running the same report at the same moment can get different day boundaries.

There is no limit on how much a report will pull back. Apart from the “top 10 / top 20” reports, a wide date range on a busy shop fetches every matching row at once. Keep ranges tight.

When a report is empty

The message “No records match these filters” means the report ran and found nothing. That is usually the filters — check the badge on the Filter criteria card and widen the dates.

“Set filters and run” means it has not run yet. Press Run report.

“No company selected” means no company is chosen in the top bar. Pick one and the filters appear.

For the financial reports specifically, empty usually means something else entirely — see the warning on Financial reports.

Reports that are named wrong in the menu

Nine entries in the Reports menu have no English label and show a raw internal name instead of a proper one. They work perfectly — they just look broken.

In the menu you will see	It is really
nav.arControlReconciliationReport	AR Control Reconciliation
nav.apControlReconciliationReport	AP Control Reconciliation
nav.customerAbcAnalysis	Customer ABC Analysis
nav.salesForecastAnalysis	Sales Forecast Analysis
nav.purchaseGroupSummaryLocationReports	Purchase Group Summary by Location
nav.topPurchasedProductsReports	Top Purchased Products
nav.stockValuationByLocationReports	Stock Valuation by Location
nav.stockValuationByAbcReports	Stock Valuation by ABC
nav.inventoryBalanceReports	Inventory Balance

Related

• Dashboards
• Exporting a report
• Roles and permissions