So you’ve entered all your data into the system and now you want to see some reporting figures! Well here are a few common scenarios to help you understand reports in inFlow.

Pulling an End of Day Profit Report

Which could include information like how many sales you have made for the day (sales totals), in what amounts and the total cost of goods sold (COGS) that day.

1. Go to Main Menu > Reports > Report List.
2. Choose the Sales Order Profit Report
3. Ensure that you’ve filtered to show only orders that are Paid and which are from today.
4. We suggest clicking the More link and choosing to group your orders by Payment Method (so you know how much cash etc. you should have on hand).
5. Click Generate Report.
6. Print or Export the report from here.

Pulling an Inventory Summary Report

Which shows information on the current stock such as its current quantity and the total cost value of what you have in your warehouse.

1. Go to Main Menu > Reports > Report List.
2. Choose the Inventory Summary Report.
3. We suggest clicking the More link and choosing how you’d like to sort your items.
4. Click Generate Report.
5. Print or Export the report from here.

Pulling a Report on what needs to be shipped out

Which gets you information on what orders need to be shipped out and their requested ship dates.

1. Go to Main Menu > Reports > Report List.
2. Choose the Sales Order Operational Report
3. Ensure that you’ve filtered to show only orders that are Open and In Progress
4. Click Generate Report.
5. Print or Export the report from here.