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Reports

Access: Click Reports > Reports in the sidebar menu Role Required: Admin, Manager

This section helps you view and manage reports for your branch transactions.

Franchisee Reports

Overview​

Access comprehensive transaction and invoice reports for your franchise operations. The Reports page makes it easy to track your branch's performance and keep accurate records.

What You Can Do​

This section provides detailed financial reporting and transaction history to help you:

Filter Reports​

Use filters to find specific reports quickly:

  • By Branch Name: Filter reports by your branch (if multiple branches)
  • By Status: Filter by delivery or payment status
  • By Date Range: Select start and end dates to view reports for specific periods
  • Search: Use search bar to find specific orders

View Order Details​

See comprehensive information for each order/transaction:

  • Order ID: Unique reference number for the transaction
  • Product Name: Items included in the order
  • Franchise Name: Your branch name
  • Total Price: Complete order amount including taxes
  • Delivery Status: Current status of the order (Pending, Shipped, Delivered, Canceled)
  • Order Date: When the order was placed
  • Payment Status: Payment confirmation status

Export Reports​

Download reports for:

  • Record-keeping and accounting
  • Analysis and planning
  • Sharing with management
  • Tax and compliance purposes
  • Financial audits

Transaction Reports Table​

Information Displayed​

Each report entry shows:

  • Order ID: Unique identifier for each transaction
  • Product Name: Name and details of products ordered
  • Franchise Name: Your branch identifier
  • Total Price: Complete transaction amount
  • Delivery Status: Current delivery status
    • Pending: Awaiting processing
    • Processing: Being prepared
    • Shipped: On the way
    • Delivered: Successfully received
    • Canceled: Order canceled
  • Order Date: Date and time of order placement
  • Payment Status: Payment confirmation status
    • Paid: Payment confirmed
    • Pending: Awaiting payment
    • Failed: Payment unsuccessful

Table Features​

  • Search: Find transactions by ID, order number, or amount
  • Date Filter: View transactions within a specific date range
  • Status Filter: Filter by transaction status
  • Type Filter: View specific transaction types only
  • Sort: Organize by date, amount, or status
  • Export: Download reports in CSV format for Excel/accounting software

Row Actions​

Click Actions (⋮) for any transaction:

  • View Details: See complete transaction information including:
    • All associated order items
    • Payment details and method
    • Billing information
    • Transaction timestamps
    • Status history
  • Download Invoice: Get PDF invoice for the transaction
  • Print Invoice: Print directly from browser

Transaction Details View​

When viewing a transaction, you'll see:

Transaction Information​

  • Transaction reference number
  • Transaction date and time
  • Processing status
  • Payment gateway reference (if online payment)

Order Details​

  • Order number
  • List of items
  • Quantities and prices
  • Subtotal and tax breakdown
  • Total amount

Payment Information​

  • Payment method used
  • Payment status
  • Amount paid
  • Outstanding balance (if any)
  • Payment date

Billing Address​

  • Franchise outlet name
  • Complete billing address
  • Contact information

Shipping/Delivery​

  • Delivery address
  • Shipping method
  • Tracking information (if applicable)

Using Reports​

For Accounting​

  • Export monthly transaction reports
  • Import into your accounting software
  • Reconcile payments and invoices
  • Track accounts payable

For Auditing​

  • Review transaction history
  • Verify payment records
  • Check for discrepancies
  • Validate invoices

For Analysis​

  • Identify spending patterns
  • Track order frequency
  • Monitor payment timelines
  • Analyze purchase trends

Export Options​

CSV Export​

  • Includes all visible columns
  • Can be opened in Excel or Google Sheets
  • Suitable for further analysis or accounting import

PDF Reports​

  • Formatted transaction summaries
  • Individual invoices per transaction
  • Official documentation for records

Date Range Exports​

  • Select custom date range
  • Export only relevant transactions
  • Useful for monthly/quarterly reports

Best Practices​

  • Export and backup reports monthly
  • Review transaction details regularly
  • Keep copies of invoices for tax purposes
  • Reconcile with bank statements monthly
  • Report any discrepancies immediately
  • Use transaction IDs when communicating with support
Record Keeping

Regular exports and backups of transaction reports ensure you have complete financial records for accounting and audit purposes.