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Detail Reports

In this article, you will learn about detail reports.

Detail Report
  • By default, By Product tab is selected. You can also navigate to By Student and Export types of reports. Read below for more details.

  • Using the calendar date-picker, specify the Date Range.

  • Once you have specified the Date Range and Select POS, Product filters, click on the Submit button to retrieve the search results.

  • You can download the search results in Excel spreadsheet or PDF format by clicking on the icon respectively. The file will be saved to your computer/device which you can refer to offline.

  • This report allows you to view total product sales along with other information such as total returns and total tax.

To access, click on the Reports button available at the top bar and select the tab for Detail Reports.

By Student

Sales by Student
  • Select the tab for By Student.

  • Specify the search criteria such as Date Range, Select POS and Sort By. Click on the Submit button to retrieve the results.

  • You can download the search results in Excel spreadsheet or PDF format by clicking on the icon respectively.

Aeries Export

Export
  • Select the tab for Export.

  • Specify the search criteria such as Date Range and POS, click on the Export CSV button to retrieve the results. All data will be downloaded in an Excel spreadsheet file.

If you use Aeries as your Student Information System, you can export transaction data and import it back into Aeries.

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