16 guides · 6 topics
Reports & Analytics
Understand how your business is doing — daily sales, returns, and the numbers behind every report screen.
Topics in Reports & Analytics
Getting started with reports
4 articlesFind your reports, control who can see them, choose a period and filters, and export the results.
Understanding Your Reports
Not sure how much the shop took in yesterday, or who still hasn't paid? Your reports answer both in a couple of clicks.
Read articleGiving Your Staff Access to Reports
Want your supervisor to check the day's production without seeing how much the shop made? You can choose exactly which reports each staff member opens.
Read articleChoosing the Period and Filters
Want to know if your newer outlet really did better this month than last? Choose the period, pick the outlet, and the report shows the change for you.
Read articleExporting Reports and Finding Them in Downloads
Still copying sales figures into a spreadsheet for your accountant? Export the report as an Excel file in a few clicks instead.
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Sales & revenue
3 articlesRead your sales figures, understand why sales and payment totals differ, and close a sales period.
Reading the Sales Report
Want to know which day of the week keeps your counter busiest? The Sales Report shows it in a few clicks.
Read articleWhy Sales and Payment Totals Differ
Your sales say RM 5,000 but you only collected RM 4,200. Here is how to find out where the RM 800 went, without searching every order.
Read articleClosing a Sales Period
Sent September's sales to your accountant, then a staff member changed an old order and the total moved? Closing the period stops that from happening.
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Payments & receivables
2 articlesSee the payments you've collected and keep track of what customers still owe.
Reading the Payments Report
Does the cash in your drawer never quite match what your staff wrote down? The Payments Report shows exactly how much cash came in today.
Read articleTracking Unpaid Bills in Receivables
Does a hotel or company client owe you for last month's work, and you're not sure how much? Receivables shows every unpaid bill and how long it has been waiting.
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Customers & engagement
4 articlesReports on your contacts, customer credits, notifications sent and deals in progress.
Reading the Contacts Report
Handed out flyers last month and not sure they worked? The Contacts Report shows how many new customers walked in, and which days they came.
Read articleReading the Credits Report
Do you know how much prepaid credit your customers have not used yet? The Credit Report shows exactly how much your shop still owes them.
Read articleReading the Notifications Report
Paying for a WhatsApp message every time an order is ready? See how many customers your free app alerts already reach, and how many still need WhatsApp.
Read articleReading the Deals Report
Paying for adverts but not sure they bring real orders? The Deals Report shows how many enquiries from each source actually became sales.
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Operations
1 articlesTrack how much work your team is producing.
Market & mall reporting
2 articlesExport Malaysia e-Invoices and send daily sales to your mall.
Exporting Malaysia e-Invoices for MyInvois
Dreading the monthly e-invoice spreadsheet for LHDN? Your Console builds the MyInvois file for you in a few clicks.
Read articleSending Daily Sales to Your Mall
Does your mall chase you for daily sales figures? Let EasyBiz send them every night, so you never miss a day.
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