Reports

REPORTS OVERVIEW

Barnet Lite includes a comprehensive suite of Sales/Financial, Inventory, and Customer reports to support your store operations and decision-making.

To schedule automatic email delivery of reports, refer to the Knowledge Base document titled “Scheduling Emailed Reports.” All reports can be accessed from the ‘Reports’ dropdown menu.

SALES REPORTS

Summary Report

Your go-to report for overall performance. Set your preferred date range and report settings. Enable "Show Margin" to view Net Sales, Cost, Profit, Markup, and Margin by product group. This report also includes Payment Types, Refunds, Voids, Discounts, Customer Count, and Average Sale.

Sales Comparison Report

Compare sales by product (including revenue and margin %) across two periods.

Payment Details

Displays the payment types used on each receipt within the selected date range.

Total Sales by Day

Shows daily sales, profit, margin %, and discounts over the selected period.

Monthly Sales

Shows the total sales and profit by month for the selected period.

Hourly Sales

Shows sales performance by hour within the selected date range.

Financials by Clerk

Summarizes total tenders and payment types processed by each clerk.

Global Sales by Product

Displays sales quantity and revenue for each product. Filterable by Category or Group.

Best Sellers

Highlights top-selling items by quantity, revenue, or margin. Filter by Category or Group and define how many top items to display (e.g., Top 10, Top 50).

No Sales by Period

Shows all SKUs that have no sales at all over a given period. The report shows the current On Hand and the last sold date.

Sales Transactions

A receipt journal for the selected period. Filter by payment type or search by specific SKU (CSPC). Clicking a receipt number will open the detailed receipt view.

Sales by Product

Similar to Global Sales but includes additional fields like Country, Varietal, and Specialty.

Refunds

Lists all refund transactions for the selected period.

Voids

Displays all voided transactions during the period.

Discounts

Details all discount activity, including price override, programmed discounts, and till button discounts.

INVENTORY REPORTS

Inventory On Hand

Detailed view of current inventory including quantity, unit cost, total cost, and price. It can be run using Current Cost, Average Cost, or Begin Period Cost (which ensures consistency for future re-runs of the same report).

Inventory Aging

Breaks down On Hand inventory by age: <30 days, 31–60 days, 61–90 days, and >90 days.

Evaluation by Category

Shows inventory value by Category or Group for a given date. Select Current Cost or Begin Period Cost, which ensures consistency for future re-runs of the same report.

Stock

Details all activity for each SKU (sales, adjustments, receiving) and calculates COGS (Cost of Goods Sold).

Receivings

Shows all invoices received by Vendor during the selected period.

Adjustments

Displays all inventory adjustments made within the selected date range.

CUSTOMER REPORTS

AR Customer Statement

Provides the opening and closing balance for each AR customer, as well as total charges and payments during the period.

Total by Customer

Lists each customer’s receipt count, sales by category, and average basket size.

AR Invoices Activity

Detailed view of AR receipts per customer over the selected period.