This guide shows you how to access Financial Reports with YOYOpos Lite.
Step 1: Open Financial Reports
Step 2: Open one Financial Report
Step 3: Custom Reports
Step-by-Step Instructions:
Step 1: Open Financial Reports
1.1 Open the Sidebar and select the Button "Reports".
1.2 Now you can see four pre-generated Reports with your Business Data.
1.2.1 Today's Report
1.2.2 Yesterday's Report
1.2.3 This month' Report
1.2.4 Last month' Report
Step 2: Open one Financial Report
2.1 Choose one of the pre-generated Reports to get more Details. Clicking on the Report will open a Financial Report for the given day or time range.
2.2 The Report contains important business data. Payment Types, Amount of orders and Order sources as an example.
2.3 You can print the report on the top right corner.
Step 3: Custom Reports
3.1 If you want to see a Report for another Date or time range, you can select the Button Custom Reports.
3.2 A Calendar opens and you can select your preferred time.
3.3 A report gets generated for this date or range and can be accessed and printed.
Troubleshooting/Common Issues
Currently, there are no known issues related to this guide. If you encounter any problems, please reach out to our support team for assistance.