You can create reports based on multiple transactions and data from within Primaseller. You can create a one-time report or create scheduled reports, as needed.
Main Menu -> Reports -> Export data
Creating a Report
Click on Create Report on the top right corner.
Basic Details
Each report can be given a name. Reports are available for -
Sales
Payments
Refunds
Payments and Refunds
Inventory
Supplier Performance
Inventory Ageing
Report Schedule
A report can be one-off or be scheduled. You can set the frequency as needed.
Report Visibility
You can restrict the visibility of the reports to -
Myself - Accessible only to the user setting it.
Restricted - Shared with a list of email addresses that the user configures.
Public - Can be seen by all users.
Date Range
Reports can be fetched based on a specific date range and can further be aggregated on an hourly/daily/monthly/yearly basis.
Grouping
Based on the report type, the grouping section will allow you to select customized parameters according to which to group the data. Else, all data is fetched collectively.
Values
To select the parameters you want to include in the reports in a specific report type.
Filters
When a report is required for a specific value.