Overview
Understanding Reports
Reports provide a more detailed view of your Buy Sell Tracker records than the Dashboard.
The Dashboard is designed as a quick current-month overview. Reports allow you to review specific areas of your business in greater detail.
Purchases
Review inventory purchases and purchase costs.
Sales
Review recorded sales, quantities sold, and sales totals.
Business Expenses
Review general business expenses.
Inventory Status
Review the current status and remaining quantity of your inventory.
Profitability
Review sales, inventory costs, item expenses, business expenses, gross profit, and net profit.
Getting started
Generate a Report
Open the Reports section and select the report you want from the Report Type field.
Available report types are:
- Purchases
- Sales
- Business Expenses
- Inventory Status
- Profitability
Select the applicable report options and choose Generate Report.
The generated report displays a summary followed by the detailed records that apply to that report.
Report period
Selecting a Date Range
Purchases, Sales, Business Expenses, and Profitability reports use a Date From and Date To range.
Use these fields to choose the period you want to review before generating the report.
The Inventory Status Report is a snapshot of your current inventory. It uses an Inventory Status filter instead of a date range.
Purchases
Purchases Report
The Purchases Report shows inventory purchases that fall within the selected date range.
The report summary includes:
Total Purchase Cost
The total purchase cost represented by the inventory records included in the report.
Inventory Lots Purchased
The number of inventory purchase records included in the report.
Each purchase row includes:
- Purchase Date
- Item Name
- Acquisition Source
- Quantity Purchased
- Purchase Price
If an acquisition source was not recorded, the report identifies the source as Not specified.
Sales
Sales Report
The Sales Report shows recorded sales that fall within the selected date range.
The summary includes:
Each sales row includes:
- Sale Date
- Item Name
- Quantity Sold
- Sale Price
One recorded sale can contain a quantity greater than one. For that reason, Number of Sales and Number of Items Sold may not be the same.
Expenses
Business Expenses Report
The Business Expenses Report shows general business expenses recorded during the selected date range.
The summary includes:
Total Business Expenses
The total amount of the business expenses included in the report.
Number of Expenses
The number of business expense records included in the report.
Each expense row includes:
- Expense Date
- Expense Type
- Description
- Amount
Costs associated directly with a specific inventory item are handled separately as item-related expenses and are reflected where applicable in profitability.
Inventory
Inventory Status Report
The Inventory Status Report provides a current snapshot of your inventory rather than reporting activity for a selected date range.
Use the Inventory Status filter to choose:
- All Statuses
- Available
- Sold Out
The report summary includes:
Each inventory row includes:
- Item Name
- Purchase Date
- Quantity Purchased
- Quantity Available
- Status
Because Inventory Status describes what you currently have available or sold out, the report displays the date it was generated instead of a report date range.
Profitability
Profitability Report
The Profitability Report brings together sales, inventory costs, item-related expenses, and general business expenses to provide a more complete view of business performance for the selected date range.
The report begins with a profitability summary and then provides item-level detail for sales included in the report.
Purchases, recorded sales, item-related expenses, and business expenses all contribute information used by the profitability report. Keeping those records current gives you the most useful results.
Profit summary
Understanding the Profitability Summary
Total Sales
The sales amount included in the selected profitability report period.
Cost of Goods Sold (COGS)
The inventory purchase cost associated with the items represented by sales in the report.
Total Item Expenses
Item-related expenses applied to the inventory represented in the report.
Gross Profit
Profit after the applicable inventory cost and item-related expenses are considered, before general business expenses.
Business Expenses
General business expenses included for the selected report period.
Net Profit
The resulting profit after the applicable business expenses are considered.
Item-level results
Understanding Profitability Details
The Profitability Report separates its detailed results into two sections so single-item inventory and multi-quantity inventory can be reviewed clearly.
Single Item Sales
The Single Item Sales section shows:
- Item Name
- Sale Price
- Purchase Price
- Item Expenses
- Item Profit
This makes it possible to see the financial result of individual sold inventory items rather than only viewing the overall profitability totals.
Multi-Quantity Lot Sales
When an inventory record contains multiple items, the report provides a separate Multi-Quantity Lot Sales section.
Each row shows:
- Item Name
- Quantity Sold
- Sale Total
- Cost of Items Sold
- Item Expenses
- Item Profit
This allows you to review the portion of a multi-quantity inventory lot represented by the sales included in the selected report period while still seeing the associated sales, costs, expenses, and profit.
If only part of the quantity has been sold, the unsold quantity can remain available in Inventory while the recorded sale activity appears in the profitability report.
Using report results
Print or Download a Report
After a report has been generated, two additional actions are available:
Print Report
Opens the browser's print workflow using a print-friendly version of the generated report.
Download CSV
Downloads supported report data in CSV format for use with spreadsheet applications or other compatible software.
The CSV export carries the report type and applicable report options from the report you generated.