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, and merchants whose report will not download, show a 'Bad Request' page, or load very slowly.
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. It also covers what to do when a report is not downloaded, when your export fails or shows a 'Bad Request' page, and when a report loads very slowly or times out.
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'.
An up to date web browser on a computer.
Access to the email address you use to log in to BackOffice. Exports from the 'Offline Transactions', 'Products', and 'Customers' pages are sent there when they hold a lot of records.
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.
If you are not sure which report holds the numbers you need, see Which Report Shows What.
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 a computer, hover over a column name with a dotted underline, such as 'Net Sales (RM)', to see how it is calculated.
2. If a report shows summary figures above the table, such as 'Total Discount' on 'Promotions', hover over the '?' beside one to see its formula.
On a phone or tablet, tap 'Column definitions' above the table to see what each column means.
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. Every sales report can be filtered by date, and many, such as 'Sales over time', open on 'Last 7 Days'.
2. To change the date range, click on the dates displayed at the top right of the report.
3. Pick a quick range, such as 'Last 7 Days' or 'Last Month', or pick your own start and end dates on the calendar beside it.
4. Click 'Apply', as the report keeps its old dates until you do.
Note:
You can also type the dates into the 2 boxes at the top, in the order the boxes show, such as 'DD/MM/YYYY' in Malaysia.
The calendar goes back to the start of the year 2 years before this one, so earlier dates cannot be picked.
A long date range has a lot of data to add up, so the report takes longer to appear. Ranges that cover about 10 to 12 months or more are the ones that have timed out for merchants. If your report will not finish loading, see 'Fix a Report That Loads Very Slowly or Times Out' below.
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.
The 'Offline Transactions' page has no 'Filters' button. There you can search by receipt number, pick a store and a date range, or click 'Export to CSV' and filter the 'Type' column in a spreadsheet. Voided sales show as 'Cancelled' in that column. On the updated 'Offline Transactions' page, the search box turns orange while a search is on. 'Reset Filter' clears the search and keeps your dates. For the steps, see How to Perform Transactions on POS.
1. On the report page, click the 'Filters' button.
2. A 'Filters' panel opens, listing each field you can filter by once.
3. Find the field you want, such as 'Store Name', and open its list of values.
4. To leave values out of the report, click 'is' next to the field and choose 'is not'.
5. Pick 1 or more values, and for a long list, such as 'Product Name', type to search first.
6. Set as many fields as you need, then click 'Apply'.
7. When a filter is on, the 'Filters' button turns orange and an 'Active filters' bar appears under it.
To remove one filter, click the 'x' next to it. The report updates straight away.
To remove all filters, click 'Clear filters'.
When no filter is left, the 'Filters' button turns grey again.
Notes:
The fields you can filter by depend on the report you are viewing.
Several values on 1 field show sales that match any of them, while filters on different fields must all match, so too many filters can leave nothing to show.
See Sales by Order Type (Dine In, Takeaway, Delivery and More)
If you run an F&B business, you can split your 'Sales Over Time' report by order type, counting both your POS sales and your online orders, such as QR Order & Pay, Kiosk and food delivery orders.
See Every Order Type Side by Side
1. Go to 'Reports' and click 'Sales Over Time'.
2. Click 'Group by' and choose 'Order Type'.
The report shows a row for each order type in each period you pick under 'Date / Time', such as 'Dine in', 'Takeaway', 'Delivery', 'Self Pick-up' and 'Not specified'.
Notes:
'Order Type' only appears if takeaway is turned on for your account. To check, go to 'Settings', then 'Account', then the 'F&B' (Food and Beverage) section, and make sure 'Enable Takeaway' under 'Takeaway' is set to 'Yes' (see How to Apply Discounts and Takeaway on POS).
When you group by 'Order Type', 'New Customers' shows 'N/A', as a new customer cannot be linked to 1 order type.
See 1 Order Type Only
1. On the 'Sales Over Time' report, click the 'Filters' button.
2. Find 'Order Type' under 'Transaction Attributes'.
3. Pick 'Dine in', 'Takeaway', 'Delivery' or 'Self Pick-up', then click 'Apply'.
Notes:
POS sales follow the order type the cashier chose on the POS, and a POS sale with no order type counts as 'Dine in'.
Online orders, such as QR Order & Pay, Kiosk, GrabFood, foodpanda and ShopeeFood orders, follow the order type the customer chose, while Webstore orders, online marketplace orders such as TikTok Shop, and online orders with no order type show as 'Not specified'.
'Takeaway' and 'Self Pick-up' are separate rows, so they are not added together.
To see the order type of each POS sale, go to 'Offline Transactions' and look at the 'Order Type' column, after the 'Transaction Type' column; it is also in the CSV export from that page.
Save a Custom Filter
1. After applying your desired filters, look for a 'Save as' button at the right of the 'Active filters' bar.
2. Click 'Save as', type a name for your filter, then click 'Save'.
3. The next time you access the report, you can quickly select your saved filter from the 'Saved Filters' dropdown next to the 'Filters' button.
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' list opens: pick a variable, such as 'Store Name', 'Order Type', or 'Daily' under 'Date / Time'.
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.
Note:
Reports download as CSV or Excel files. PDF is not available. If you need a PDF, open the downloaded file in Excel or Google Sheets and save it as a PDF from there.
Fix a Report That Will Not Download
Use these steps when the 'Download' button does nothing and when your export fails. Work through them in order and try the download again after each one.
1. Wait for the report to finish loading on screen, then click 'Download' again.
2. Check your internet connection, then run the export again.
3. Clear your browser cache (the temporary copies of pages and images your browser keeps), close the browser, open it again, log in to BackOffice, and run the export again.
4. Try a different browser, for example Microsoft Edge or Mozilla Firefox, or try a different computer.
5. Make sure your browser is up to date, then run the export again.
6. Try a smaller date range.
7. If none of these work, contact StoreHub Support via Live Chat. Tell them the report or page you exported from, the date range and filters you used, whether the file downloads straight away or an error appears on the screen. A screenshot of what you see helps.
Fix a Report That Loads Very Slowly or Times Out
A report that covers a very long date range has a lot of data to add up, so it can take a long time to appear. You may see a message like 'Failed to load data: The upstream server is timing out', or a timeout error page. Both mean the same thing: the report took too long to finish, so the page stopped waiting for it.
1. Reload the page and try once more.
2. Split a long date range into shorter ones. To cover a full year, run the report one month at a time (for example 1 January to 31 January, then 1 February to 28 February), and download each month separately.
3. Try again at a quieter time of day.
4. If the report still will not load after several tries, contact StoreHub Support via Live Chat. Tell them the report name, the exact date range, and the filters you selected, so the team can check it for your account.
Troubleshooting
The table below covers common problems when a report shows the wrong data, will not load, or will not download.
Problem | Solution |
Report shows less data than you expect | If the 'Filters' button is orange, a filter is on and is hiding some sales. Click 'Clear filters' to remove it. 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 'Z-Reading Report' shows 'No data available in table' | The 'Z-Reading Report' (for stores in the Philippines) sits under 'Reports', then 'BIR', and it lists shifts that have already been closed on the POS. Check that your date range covers the days you want, that the shift was closed on the POS, because a recent day may not be included yet. |
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'. |
The download link in my export email opens a 'Bad Request' page for BIR Sales Summary Report. | Go back to the email and click the link again. If it still fails, clear your browser cache or open the link in a different browser, then run the export again in BackOffice so a fresh file is sent. |
My report will not load, or shows 'Failed to load data' or a timeout error | Your date range is most likely too long. Reload and try once more, then split the range into shorter periods, for example one month at a time, and download each part. |
My date range changes by itself when I switch to another report | Check the dates at the top right each time you open a different report, set the range you need again, then click 'Apply' before you read or download the numbers. |
My export email never arrived for BIR Sales Summary Report. | An emailed export can take up to 10 minutes. It goes to the email address on the account you logged in with, so if you use a staff account, check that inbox. Check the spam or junk folder too, then run the export again if it is still missing. |
FAQs
1. How long is my sales data stored for these reports?
Your reports go back to the start of the year 2 years before this one, as that is the earliest date the date picker offers; for older data, contact StoreHub Support.
2. Can I save my custom filter settings?
Yes. After you apply your filters, click 'Save as', type a name, then click 'Save'. Next time, pick it from the 'Saved Filters' dropdown next to the 'Filters' button.
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 (a column name with a dotted underline, or the '?' icon) for each report to understand what metrics are included.
4. Can I download my sales report in PDF format?
No. Reports download as CSV or Excel files. To get a PDF, open the downloaded file in Excel or Google Sheets and save it as a PDF from there.
5. How do I download a report month by month?
Open the report (Sales Over Time), click the dates at the top right, pick the first and last day of the month you want on the calendar, click 'Apply', then click 'Download'. Repeat for each month. This is also the best way to pull a full year, because one long range can time out.
6. How do I see my sales per day, per hour, or by day of the week?
Go to 'Reports', click 'Sales over time', set the date range you want, then click 'Group by' and choose a period under 'Date / Time'. Pick 'Daily' for one row per day, 'Hour of day' to see your busiest hours, or 'Day of week' to compare Mondays with Fridays. For one single day, click the dates at the top right, pick that day on the calendar and click 'Apply'. Click 'Download' if you want it in a spreadsheet.
7. How do I see how much of my sales was takeaway and how much was dine in?
Go to 'Reports', click 'Sales Over Time', then click 'Group by' and choose 'Order Type', which gives a row for each order type in each period you pick under 'Date / Time', such as 'Dine in', 'Takeaway', 'Delivery', 'Self Pick-up' and 'Not specified'.
This counts your POS sales and your online orders, such as QR Order & Pay; to see 1 type only, click 'Filters', find 'Order Type' under 'Transaction Attributes', pick the type and click 'Apply'.
'Order Type' appears only if 'Enable Takeaway' is set to 'Yes' for your account, under 'Settings', then 'Account', then the 'F&B' (Food and Beverage) section.
8. Where do I find my stock or inventory report, and can I get it month by month?
Stock reports are under 'Stock Management', not the 'Reports' menu. Go to 'Stock Management', then click 'Stock Value', then click 'Export to CSV'. Because 'Stock Value' shows what your stock is worth on the day you run it and cannot be filtered by date, export it on the same day each month if you want a monthly record
To see the products you sold in a past month, go to 'Reports', click 'Products', pick that month's dates on the calendar and click 'Apply', then click 'Download'.
For what the stock numbers mean, see Stock Value Report: What Your Current Stock Is Worth.
9. My report has not loaded after several minutes. Is something broken?
Usually not. Long date ranges take longer to add up. Reload and try once more, then split the range into shorter periods, for example one month at a time. If it still will not load, contact StoreHub Support via Live Chat with the report name, date range, and filters you used.
10. Why did my 'Dine in' or 'Takeaway' total go up in November 2026?
In November 2026, the 'Order Type' filter started counting your online orders, such as QR Order & Pay dine-in orders, as well as your POS sales, for past dates too and in saved filters and scheduled report emails.
POS sales with no order type now count as 'Dine in' too, so your 'Dine in' total can go up even if you only sell on the POS.
Your total sales stay the same, as only the split between order types changes.
Need Help?
Contact StoreHub Support via live chat in your StoreHub app or email [email protected].