Learn how to analyze sales, track product performance, review shift data, and generate P&L reports.
The Reports module gives you a 360° view of your business performance. Access sales trends, product rankings, shift summaries, customer insights, employee performance, purchasing analysis, and profit & loss statements — all from the Management Portal. Every report supports date range filtering and outlet selection.
All the reports available in KasWarung
Track total revenue, transaction count, average order value, and sales trends over time. Filter by date range, outlet, and payment method.
See your top sellers, slow movers, and category breakdown. Understand which products drive revenue and which need attention.
Review cashier shift data including sales totals, transaction counts, cash movements, and expected vs actual cash. Drill down into individual shifts.
Complete P&L statement showing revenue, COGS (from product cost prices), gross profit, expenses, and net profit. Essential for understanding true business profitability.
Click on any report item to drill down into the details. Shift reports show individual transactions, product reports show per-variant breakdown, and customer reports show purchase history.
Step-by-step guide in the Management Portal
Log in to app.kaswarung.com → click "Reports" in the left sidebar. You'll see the reports dashboard with quick summary cards.
Use the date picker to select your desired period (today, this week, this month, custom range). Select a specific outlet or view all outlets combined.
Navigate between report types: Sales, Products, Shifts, Customers, Employees, Purchasing, Inventory, and Profit & Loss. Each has its own detailed view.
Open Reports → Profit & Loss to see your complete financial picture. Revenue minus COGS = gross profit. Gross profit minus expenses = net profit.
Click on individual shifts, products, or customers in any report to see detailed breakdowns. Shift drill-down shows all transactions within that shift.
Real-time data aggregation and calculations
Reports pull from synced transaction data. As POS transactions sync to the cloud, reports update automatically. All monetary values are in IDR (Rp).
Data Sources
Sales from POS transactions, costs from product data and POs, expenses from the expenses module. All aggregated in real-time.
Smart Filtering
Filter by date range, outlet, payment method, category, and more. Filters apply across all visualizations on the page.
Reports depend on synced data. If a POS device has unsynced transactions, those won't appear in reports until sync completes. Encourage cashiers to maintain internet connectivity.
How reports are presented
Summary cards showing total revenue, transaction count, and average order value. Trend charts show daily performance.
Table of products ranked by revenue or quantity. Shows each product's contribution percentage to total sales.
List of shifts by date with clickable drill-down. Each shift shows sales, transactions, cash movements, and discrepancy.
Financial statement format showing revenue, COGS, gross profit, expenses, and net profit for the selected period.
Click any shift to see the complete transaction list, cash movements, expected vs actual cash, and summary totals.
View customer purchase frequency, total spent, loyalty points balance, and most-purchased products.
Get actionable insights from your reports
Check the sales dashboard every day to spot trends early. Compare today's performance with the previous week to identify patterns and anomalies.
If you have multiple outlets, compare their performance side by side. Identify which outlets are growing and which need attention.
Review the P&L report monthly to track your financial health. Compare revenue, COGS, and expenses month-over-month to spot trends.
Monitor gross profit margins per product category. If margins are shrinking, review supplier costs and adjust selling prices accordingly.
Reports update as POS transactions sync to the cloud. Typically within seconds. If a device is offline, those transactions appear once it reconnects and syncs.
Currently, reports are available in the portal with interactive charts and tables. You can filter by date, outlet, and other criteria. Advanced export features are planned for a future update.
COGS uses the cost price set on each product variant. If cost prices are updated via POs, the latest cost is used. COGS = sum of (cost price × quantity sold) for all items in the period.
Yes. Use the outlet filter on any report to see data for a specific outlet. You can also view all outlets combined for a business-wide overview.
You can select today, this week, this month, last month, or any custom date range. All report sections respect the selected range.
Log in to the portal and explore your reports. Sales trends, product performance, and P&L — all at your fingertips.
