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.

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').

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.

You can adjust how your report data is displayed using the 'Date Picker', 'Filters', and 'Group By' options.

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.

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.

To save your 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.

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'.

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.

1. How long is my sales data stored for these reports?

2. Can I save my custom filter settings?

3. Why are some reports showing different numbers for the same period?

Need Help?

Contact StoreHub Support via live chat in your StoreHub app or email [email protected].

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