Who is this for?
StoreHub merchants who want to learn how to navigate, filter, and understand the various reports available in their BackOffice to make informed business decisions.
Overview
This guide shows you how to access your StoreHub reports, understand the data presented, use powerful filtering and grouping options to customize your views, and export reports for your records. Mastering these features will help you track your sales, manage inventory, and understand your business performance better.
Before You Begin
Access to your StoreHub BackOffice.
A stable internet connection.
Permission to view Reports. If you're on a staff account and don't see the 'Reports' menu, ask your account admin to enable report access under 'Employees'.
Step-by-Step Guide
Locate Your Reports in BackOffice
These steps cover reports in the 'Reports' menu. A few reports live in other menus.
Employee Performance under 'Employees', and Stock Value / Stock Loss under 'Stock Management'. For the full list and where each one lives, see the Reports Overview.
1. Log in to your StoreHub BackOffice.
2. On the left-hand side menu, click on 'Reports'.
3. You will see a list of available reports. Click on the specific report you wish to view (e.g., 'Sales Over Time', 'Product', 'Tax Report', 'Shifts').
Understand Report Calculations with Tooltips
StoreHub reports provide helpful tooltips to explain how key figures are calculated. This ensures you always understand the numbers you're seeing.
1. On any report page, look for a question mark icon ('?') next to titles like 'Total Sales' or 'Total Transactions'.
2. Hover your mouse over the '?' icon to see a pop-up explanation of how that specific value is calculated.
Customize Your Reports with Filters and Grouping
You can adjust how your report data is displayed using the 'Date Picker', 'Filters', and 'Group By' options.
Adjust the Date Range
1. All sales reports can be filtered by date. By default, reports often show 'Month to Date'.
2. To change the date range, click on the dates displayed at the top right of the report.
3. You can select a predefined period (e.g., 'Today', 'Last 7 Days', 'Last Month') or choose 'Custom dates' to pick your own start and end dates.
Apply Filters to Refine Data
Filters help you narrow down the report data to see only what's relevant to you. Each report has a predefined list of attributes you can filter by.
1. On the report page, click the 'Filters' button.
2. A 'Filters' pop-up will appear.
3. Select a 'Field name' (e.g., 'Store Name', 'Product Category', 'Payment Method').
4. Choose a 'Condition' (e.g., 'is', 'is not').
5. Enter or select the 'Field Value' you want to filter by (e.g., 'Main Street Store', 'Beverages', 'Cash').
6. You can add more than one filter to the same report. Click 'Apply' to see the updated report.
Notes:
The available 'Field names' and 'Field Values' will vary depending on the specific report you are viewing.
Applying too many filters might result in no data if no transactions match all conditions.
Save a Custom Filter
1. After applying your desired filters, look for a 'Save as' button.
2. Click 'Save Filter' and give your filter combination a memorable name.
3. The next time you access the report, you can quickly select your saved filter from a dropdown menu.
Group Data for Different Views
Grouping allows you to organize report data by different variables, giving you various perspectives on your business performance.
1. On the report page, click the 'Group by' dropdown.
2. A 'Group by' dropdown will appear. Select a 'Variable' to group your data by (e.g., 'Store Name', 'Time variable (Monthly or Daily)').
3. You can apply more than one grouping variable. For example, you could group by 'Store Name' and then by 'Time Variable'.
Notes:
The available 'Variables' for grouping will depend on the specific report you are viewing.
Grouping helps you see trends and comparisons across different categories.
Export Your Reports
You can download your reports as a CSV or Excel file for offline analysis, record-keeping, or sharing.
1. After setting your desired date range, filters, and grouping, click the 'Download' button, located at the top right of the report page.
2. The report data will be downloaded to your computer in a spreadsheet format (CSV or Excel), which you can open with programs like Microsoft Excel or Google Sheets.
Troubleshooting
Issue | Solution |
Report shows less data than you expect | Check your date range and 'Filters'. The most common cause is a date range or filter that excludes your sales. Also make sure your POS transactions have synced. (If 2 reports don't match, see How to Understand Differences in Sales Reports.) |
Your filtered report shows no data at all | You may have applied filters that no transaction matches. Remove some filters or widen the date range, then click 'Apply' again. |
The 'Download' button is greyed out or won't start | Wait for the report to finish loading and check there is data in your selected date range. If it still won't download, try a smaller date range or a different browser. |
Your downloaded file is empty or missing rows | Your filters or date range may have excluded the data. Clear your filters, set the date range you need, and download again. |
I can't find a report in the 'Reports' menu | Some reports live elsewhere. Employee Performance under 'Employees', Stock Value / Stock Loss under 'Stock Management'. If you're on a staff account you may not have permission to see it, ask your account admin to check your role under 'Employees'. |
FAQs
1. How long is my sales data stored for these reports?
Your StoreHub system will store sales data for up to 2 years.
2. Can I save my custom filter settings?
Yes, similar to other reports, you can often save frequently used filter combinations for quick access later. Look for a 'Save Filter' option after applying your filters.
3. Why are some reports showing different numbers for the same period?
Different reports focus on different aspects of your business. For example, a 'Sales Report' might show gross sales, while a 'Tax Report' focuses specifically on taxable amounts and collected tax. Always check the calculation tooltips ('?') for each report to understand what metrics are included.
Need Help?
Contact StoreHub Support via live chat in your StoreHub app or email [email protected].