Retail Profit - Report

A Retail Profit Report gives you a clear, straightforward overview of how much profit your business is generating across different products and packages within a selected sales period. It highlights where your strongest earnings come from, helps you spot purchasing trends, and supports better decision‑making by showing which items are most profitable and which may need attention.

To access the Retail Profit Report, go to Reports > Financials > Retail Profit 

Using the date pickers, select the date range you wish to view transactions for.

The blue text on this report is clickable and will take you directly to the corresponding product variant or package overview.

From this page, you can quickly view all key details at a glance, including:

• Variant Name
• Product Type
• Sell Price
• Buy Price
• Total Sold
• Total Profit - per variant for the period selected. 

If you have multiple sites, the report allows you to filter by location. Click the blue filter button in the top-right corner, then use the 'Select Location' dropdown that appears.

Using the Select Type you can filter by Product Type

When using Packages, these will also appear in the report. If you prefer to view retail profit without package sales included, simply toggle the Exclude Packages option to ON.

The Search bar lets you quickly look up a Product Variant.

To help you search efficiently use information like:

• Variant Name
• Product Type
• User

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

For more Information

On Packages view - Packages - Settings

On setting up Retail view - Enabling the Retail Addon

On adding Retail products and variants view - Adding Products - Retail