Run reports | Quickvee Help Center

The Reporting module is where merchants go to understand their business — sales performance, inventory health, customer behavior, employee productivity, and money movement. Each report has its own dedicated screen with its own filters, columns, and calculations.

Access path: Merchant Backend → Reporting (left sidebar)

Sales reports

Nine reports live under Reporting → Sales Reports. Each has its own dedicated article below:

Report	What it shows
Overall sales summary	The "everything on one page" view — KPIs, gross-to-net flow, tax by rate, fees, payment-method breakdown, register payouts, and cash reconciliation. Best for closeout and bookkeeping handoff.
Daily sales totals	One row per day in the range with that day's total sales. Best for quick day-by-day reconciliation and week-over-week trend spotting.
Hourly sales report	Each hour's sales count, net sales, COGS, gross profit, margin, and tax — across 22 columns. Best for staffing decisions and finding peak/dead hours.
Sales by item	Flat item-level view of every variant sold, with quantity, gross sales, discounts, taxes, refunds, and net sales. Best for single-item or single-brand lookups.
Top-selling products	Ranked list of best-selling product variants by quantity or net revenue. Best for reorder priorities and surfacing high-revenue items.
Sales by category	One row per category with quantity, gross sales, cost, discount, net sales, gross margin, and gross profit. The closest thing to a P&L view in Sales Reports.
Category sales detailed	Item-level breakdown within each category — every discount type and every tax bucket isolated as its own column.
Sales by order type	Revenue split between In-Store, Online Pickup, and Online Delivery — with period-over-period change indicators.
Discounts report	Every discount that reduced order totals — by type (Custom, Loyalty Points, Mix N' Match, Coupon, BOGO) — with usage count and dollar amount.

Employee Reports

Five reports under Reporting → Employees — switch between them using the Employee Reports dropdown at the top of the page.

Report	What it shows
Employee sales summary	The team scoreboard — one row per cashier with Net Sales, COGS, Gross Profit, Margin %, and Tax. Best for daily team performance and pay-period reviews.
Sales by item per employee	SKU-level attribution per cashier — quantity, gross sales, cost, discount, net sales, margin, and gross profit on every product sold. Best for commission calculations and product-mix analysis.
Sales by category per employee	Category-level attribution per cashier — answers "how much of each category did each employee sell?". Best for category-tier commission programs.
Employee time & attendance	Timeclock ledger — every clock-in and clock-out per shift, total elapsed time, and net hours worked after break deductions. Best for payroll reconciliation.
Employee directory	Team contact reference list — name, phone, email, address. Static lookup view, not a date-range report.

Refund Reports

Two reports under Reporting → Refunds — switch between them using the Refund Reports dropdown at the top of the page.

Report	What it shows
Order refund report	One row per refunded order with full payment-channel breakdown — Debit, Credit, Cash, LP, SC, NCA, Tip. Best for refund reconciliation, payment audit, and employee refund patterns.
Item refund report	One row per refunded product with quantity and dollar value. Filterable by Category, Brands, and Tags. Best for product audit, category trends, and brand-level returns.

Multi-store report

Report	What it shows
Location report	Cross-location aggregation for multi-store merchants — Net Sales, Sales Count, Gross Profit, tax, and payment-method breakdowns rolled up across stores and broken down per-location. Includes Export to Excel.

Other reports under Reporting

These additional report categories sit under Reporting alongside Sales, Employee, and Refund Reports. Each has its own dedicated screen with filters and columns specific to that category:

Report category	What it shows
Inventory	Current stock value, quantity history, low-stock signals, reorder triggers
Customers	Customer-level revenue contribution and visit patterns
Payments	Tender breakdown across cash, card, EBT, gift card, store credit, and loyalty
Register Activity	Drawer opens, no-sales, voids, register-level audit trail
Loyalty	Points issued, redeemed, and active member behavior
Store Credit	Credit issued, redeemed, and outstanding balance
Gift Cards	Gift card issuance, redemption, and outstanding liability
Taxes	Tax collected by rate and by jurisdiction

🚧 Documentation in progress. Dedicated articles for the categories above are pending source-ticket creation by the engineering team. The reports themselves are live in the merchant backend.

Reports not under Reporting

POS-side printable reports (Sales Summary print, POS Location Report print, etc.) are accessed from the POS register, not the web backend. See Help & support for guidance on POS printouts.

The Merchant Dashboard is a separate landing surface with its own KPIs and trend charts — see Read the merchant dashboard.

Inventory Export, Import Data, and AI/Ask QV-AI are separate modules outside Reporting.

Internal reference

Source ticket: MM-341 — Web Backend - Reporting (parent ticket)