Backend Reporting

Reporting Module

Run sales, operations, financial, customer, and production reports with shared backend theme styling.

Backend Home Reports Home Nightly snapshot (live) JSON API

Run Report

Choose report and date range

Monthly Reports Checklist

Reports to run with fixed parameters

Period 2026-05. Mark each report done after you run it.

Progress: 0 / 6 complete
Done Report Parameters Actions
No Daily Totals (full prior month)
sales_reports 		start_date=2026-04-01
end_date=2026-04-30
group_by=day
limit=2000
Verify totals before export. 		Run
No Month-To-Date Summary (full prior month)
sales_trends 		start_date=2026-04-01
end_date=2026-04-30
group_by=month
limit=500
Use for executive summary. 		Run
No Payment Ledger Reconciliation
outstanding_balances 		start_date=2026-04-01
end_date=2026-04-30
group_by=month
limit=1000
Confirm open balances. 		Run
No Cash Flow Statement
cash_flow_statement 		start_date=2026-05-01
end_date=2026-05-31
group_by=month
limit=500 		Run
No Sales Report
sales_reports 		start_date=2026-05-01
end_date=2026-05-31
group_by=month
limit=500 		Run
No Dormant Client List
dormant_clients 		start_date=2026-05-01
end_date=2026-05-31
group_by=month
limit=500 		Run

Data Source Legend

sales_trends

Status: Implemented | Completed: 2026-04-15

Time-series sales totals (day/month/quarter/year).

Data Source
payments
orders
visits

Results

sales_trends

1 rows returned.

period payment_count sales_total
2026-05 50 3799.28

Catalog

Implemented vs planned reports

Key Label Group Status Completed On
sales_reports Sales Reports sales Implemented 2026-04-15
sales_revenue_by_category Sales Revenue by Category sales Implemented 2026-04-15
sales_trends Sales Trends sales Implemented 2026-04-15
top_selling_services Top-Selling Products/Services other Implemented 2026-04-15
sales_by_customer Sales by Customer sales Implemented 2026-04-15
sales_goals_vs_actuals Sales Goals vs Actuals sales Planned -
cost_reports Cost Reports financial Implemented 2026-04-15
inventory_reports Inventory Reports operations Planned -
profit_and_loss_statement Profit and Loss Statement financial Implemented 2026-04-15
balance_sheet Balance Sheet financial Implemented 2026-04-15
cash_flow_statement Cash Flow Statement financial Implemented 2026-04-15
customer_service_reports Customer Service Reports customer Implemented 2026-04-15
time_and_labor_reports Time and Labor Reports operations Implemented 2026-04-15
trends_and_analysis_reports Trends and Analysis Reports analytics Implemented 2026-04-15
compliance_reports Compliance Reports financial Implemented 2026-04-15
insurance_reports Insurance Reports financial Implemented 2026-04-15
quality_control_reports Quality Control Reports operations Implemented 2026-04-15
marketing_and_sales_reports Marketing and Sales Reports sales Implemented 2026-04-15
employee_performance_reports Employee Performance Reports operations Planned -
workroom_queue At-a-Glance Workroom Queue operations Implemented 2026-04-15
missed_fitting_alert Missed Fitting Alert operations Planned -
ready_for_pickup_aging Ready-for-Pickup Aging operations Implemented 2026-04-15
revenue_by_category Revenue by Category sales Implemented 2026-04-15
average_order_value Average Order Value other Implemented 2026-04-15
outstanding_balances Outstanding Balances financial Implemented 2026-04-15
customer_lifetime_value Customer Lifetime Value (Top 20%) customer Implemented 2026-04-15
referral_source_tracking Referral Source Tracking customer Planned -
dormant_clients Dormant Client List customer Implemented 2026-04-15
seamstress_productivity Seamstress/Tailor Productivity production Planned -
garment_type_frequency Garment Type Frequency production Implemented 2026-04-15
projected_completion_vs_deadline Projected Completion vs Deadline production Implemented 2026-04-15