Read your sales, profit, and stock reports

Use Analytics for quick sales trends. Use Reports in the owner dashboard when you need profit, margin, stock value, sell-through, or a CSV you can work with.

Filter the answer first

Choose Today, Last 7 days, Month, or a custom date range. You can narrow the report by store, till, or cashier. On Profit & Margin, choose whether to break the result down by item, category, store, cashier, or till.

The same filters apply to the on-screen numbers and the exported CSV.

Profit and margin

Refunds reduce revenue and voided sales are excluded. Stock purchases are shown as spending but are not subtracted again as an operating expense: their cost is recognised when the stock sells.

Cost coverage

Margin is only as accurate as your item costs. If some sold units had no cost recorded, Swipee shows the percentage that did. Treat a margin with low cost coverage as incomplete, then add the missing costs to your catalogue or receive stock through a purchase order.

Old sales keep the cost recorded at the time they were made. Changing today's cost does not rewrite last month's margin.

Stock value

Stock Value shows units on hand, unit cost, value at cost, and value at retail. Use value at cost to understand how much cash is tied up on shelves; value at retail is what the same stock could sell for before discounts and tax.

Sell-through and velocity

Sell-Through & Velocity compares units sold with units received and still on hand. It also shows when each item last sold. High stock with no recent sale is a prompt to stop reordering, discount, or move stock to another store.

Export a report

Choose Export CSV to download the report and filters currently on screen. Open the file in Excel, Google Sheets, or your accountant's software.

Next steps

• Record business expenses
• Purchase orders and vendors
• Export your data and check shop health