Reports & Excel exports

What Reports gives you

A report is a spreadsheet of your real business records — the same orders, customers and products you see on screen, but in a file you can open in Excel, print, or forward on WhatsApp. Shop owners use them for month-end accounts, stock checks, and answering the one question every CA asks: “send me this month's sales.”

• Always live — the file is built fresh from your data the moment you download it. There is nothing to “generate” first or wait for.
• Money is exact — amounts come from your order records in rupees, with the full breakup: subtotal, discount, delivery fee, COD fee, GST and total.
• Dates follow Indian time (IST) — “This month” means the Indian calendar month, so your files match your Orders page day for day.

Where each report lives

There is no separate Reports page to hunt for — each report sits on the dashboard page where its data lives, so you download it right where you're already working.

Dashboard → Orders

Picking a period

Most reports cover a date range, so you can pull exactly the month or week you need. The panel offers quick presets — This month, Last 30 days, Last 7 days, All time — and a Custom range with from/to dates for things like a full financial year. Each report opens on its usual range: the sales report and Product performance on This month; the customer list, product catalog, bookings, form-inbox and coupon reports on All time. Then tap Excel or CSV — the file downloads straight away.

• The downloaded file is named with the period, like sales-report-2026-06-01_2026-06-30.xlsx, so month files never get mixed up.
• Two stock reports have no date picker on purpose: Low-stock reorder list and Inventory valuation are a snapshot of your stock right now.

Excel or CSV — which to pick

Both formats hold the same main table; they differ in extras and where they open. Excel is the better everyday choice; CSV is for importing into other software.

Rupee symbols and customer names in Hindi, Tamil or any Indian language display correctly in both — the files are prepared so Excel on Windows doesn't garble them.

The full list — all 11 reports

Here is everything you can download today, so you know what exists before you need it.

• Sales / Orders report — every order in the period with customer, items, payment and the full money breakup, plus the Summary tab. An order placed for someone else also shows the receiver, their mobile and the alternate number.
• Customer list — phone, email, total spend, order count, loyalty points, last-order date; its Summary tab counts repeat buyers and new customers.
• Product catalog — every product with price, stock, HSN, GST rate, category and type (it opens on All time; a date range picks products added in those dates).
• Product performance — units sold, revenue, cost and margin per product for the period (margin shows “—” where you never recorded a cost price).
• Low-stock reorder list — tracked products at 5 units or fewer, sorted emptiest first. Your shopping list for the wholesaler.
• Inventory valuation — stock × cost per product, with cost and retail totals for the whole shop.
• Bookings / appointments — see Bookings.
• Contact enquiries / form submissions — see Form inbox.
• Coupon performance — per coupon: orders, revenue and total discount given (cancelled and returned orders are left out; the discount figure counts every discount on those orders, including loyalty points used alongside the coupon).
• Influencer commission ledger and Influencer payout register — every commission and payout with UPI/bank details and transaction refs; see Influencer program.

What your CA wants every month

Most accountants ask for the same small set of files after month-end. Downloading them takes about two minutes.

Other downloads outside the report panel

A few pages have their own download buttons, because their files follow a format someone else needs:

• Selected orders as CSV — tick orders on the Orders page and download just those, for a courier or your accountant (see Orders).
• Expenses CSV — the CSV button on the Expenses page downloads the period you are viewing (see Expenses).
• GST returns — GSTR-1 / GSTR-3B as JSON for the portal and CSV for your CA, the annual GSTR-9 roll-up, and a CMP-08 summary for composition dealers, all on the GST Reports page (see GST invoices & reports).
• E-invoice and e-way bill files — the portals' bulk-upload files, on E-Invoice Setup and on each order (see E-invoicing).

Profit & Loss, Analytics and Purchases are read on screen — they have no download of their own today.

Common questions

The doubts owners raise most often about report downloads, answered in a line or two each.

Can reports be emailed to me automatically every month?
Not yet — reports are download-on-demand. The good side: the file is always built from live data the second you ask, never a stale copy.

Can my staff download reports?
Yes. The sales report needs order access, the four product and stock reports need product access, and the two influencer reports need influencer access. The customer list, bookings, form-inbox and coupon reports are open to any staff member you have added to the site. See Staff accounts.

Do cancelled orders appear in the sales report?
The Orders tab lists every order with its status, so nothing is hidden. The Summary tab's revenue counts booked orders only — cancelled, returned and RTO orders are left out, matching Analytics.

Why is margin blank for some products in Product performance?
Margin needs a cost price, and each order remembers the cost at the time it was placed. A product whose orders carry no recorded cost shows “—” instead of guessing; if only some of its orders carried a cost, the margin shown counts just those and reads lower than reality. Add cost prices in Products and future orders will carry them.

Is there a charge for downloading reports?
No. Reports are included with your site — download as many as you like.