Reports

Open a report from the Reports list; "Print / save PDF" exports it.

Open "Sales by channel" (Sales). Pick the dates with the period bar and use "Show" to look at WhatsApp, Website or Retention alone. It covers all your shops together, unlike the Calls to make page, which shows one shop at a time. Every order is counted once: Retention is a buyer who already collected and paid for an earlier order (delivered or paid, and not refunded, cancelled, failed or returned), on any channel; WhatsApp is a first-time buyer on WhatsApp; Website is every other first-time buyer. "Revenue per delivered order" is revenue received divided by orders delivered. The CSV buttons download the table on screen, with the same dates and Show choice (the file name says all-shops; the notes stay on the page). It needs Reports and access to every order (the Accountant's money view counts), so the Data analyst role does not see it.

Open "Follow-up orders that ended up Delivered" (Sales) and pick the dates. It counts the orders Follow-up worked in that period, per person and per currency, and how many of them are delivered now. It counts only from the day Follow-up work started to be recorded; earlier orders cannot be counted. An order counts from the first time Follow-up worked it (a call, a payment link, a confirm or cancel from the list, or being handed over), not from the moment it entered the Follow-up list. If recording failed for an order (rare), it is missing, so the figure can be slightly low. A row called "Not recorded" is an order handed to Follow-up that no Follow-up person has worked yet, or whose person was removed. It covers all your shops together, unlike the Calls to make page. A delivered order that was later refunded is not counted as delivered; it has its own "Delivered, then refunded" count, and the order value delivered is net of part refunds (an order refunded by half counts half).

Open "Logistics summary" (Logistics) and pick the dates and, if you like, one courier. For parcels handed to couriers in that period it shows how many are completed, pending, overdue, returned, failed or cancelled, the delivery costs, and how many hand-overs were charged above the courier's approved rate and by how much. The approved rate is the courier's default fee on the Logistics page on the day the parcel was handed over: it is kept on the parcel, so changing the default later does not change past parcels. Parcels handed over before rates were kept are compared with the default fee as it is today, and a line under the table says how many parcels were judged each way and how many could not be checked. If a courier's parcels were handed over under different rates, the Approved rate cell says "Varies" with the lowest and highest. Changes to a courier's default fee are written to the Activity page. Overdue means still out past the courier's promised days. A courier with no approved rate set cannot be checked and says so. Every hand-over counts, so a parcel sent again after a failed delivery counts twice. Finished parcels with no fee recorded count as 0 in the costs and have their own column. It covers all your shops together, and anyone who can see Reports (including the Data analyst role) can open it.

"Save snapshot" keeps a point-in-time copy for later comparison; find saved ones in the Report archive — an archive with nothing saved says "No saved report snapshots yet." The Accountant sees the retention overviews saved from now on (they show customers by name only), not the older ones, which could show a phone number or an email.

"Create schedule" sets a Frequency, Local hour, and Recipients to email it automatically.