How to pull a few common reports (end-of-day profit, inventory summary, shipping report) in inFlow On-Premise

So now that you’ve entered all your data into the system,  you probably want to see some reporting figures! Here are a few common scenarios to help you understand reports in inFlow On-Premise.

End of day profit report

This is useful if you wanted to see your sales / profit totals for today. Typically this report also includes cost of goods sold.

  1. Go to Main Menu > Reports > All Reports.
  2. Click Sales Order Profit Report.
  3. Ensure that you have set the filters to show only orders that have the Payment Status, “Paid” and the date is today’s date.
  4. Click Generate Report.
  5. Click Print, or click Save As to export the report to Excel / PDF.

End of day cash report

This one’s useful for retailers who need to check the cash float at the end of the day.

  1. Go to Main Menu > Reports > All Reports.
  2. Click Customer Payment Details report.
  3. Ensure that you have set the filters to show only orders that have the Payment Date “Today” and Payment Method “Cash”.
  4. Click Generate Report.
  5. Click Print, or click Save As to export the report to Excel / PDF.

Inventory summary report

This includes information on the current stock, such as current quantity and total cost value of what you have in your warehouse.

  1. Go to Main Menu > Reports > All Reports.
  2. Choose the Inventory Summary Report.
  3. We suggest clicking the >>More link and choosing how you’d like to sort your items.
  4. Click Generate Report.
  5. Click Print, or click Save As to export the report to Excel / PDF.

Outstanding orders report

This report gets you information on what orders need to be shipped out and their requested ship dates.

  1. Go to Main Menu > Reports > All Reports.
  2. Choose the Sales Order Operational Report.
  3. Ensure that you’ve filtered to show only orders that are in Inventory Status “Unfulfilled” and “Started”.
  4. Click Generate Report.
  5. Click Print, or click Save As to export the report to Excel / PDF.
  • Did this article help? If not, please let us know so we can improve it.

  • This field is for validation purposes and should be left unchanged.