Overview
Inventario provides powerful reporting and analytics tools to help you understand your business performance. From sales trends to inventory levels to profit margins, you get complete visibility into your operations.Available Reports
Sales Reports
Track sales performance, trends, and seller activity
Inventory Reports
Monitor stock levels, low inventory, and product categories
Purchase Reports
Analyze spending by supplier, category, and time period
Profit Reports
Calculate profitability with cost analysis and margin tracking
Sales Reports
Monthly Sales Performance
View sales performance across the entire year: Report Shows:- Sales count by month
- Total revenue by month
- Cumulative year-to-date totals
- Progress toward monthly goals
- Visual performance charts
- Navigate to Reports > Sales Report
- View the monthly breakdown
- See total revenue for the year
The system automatically displays data for the current year. Months without sales show zero.
Sales by User
For admins managing multiple sellers: Report Shows:- Sales by each seller
- Individual seller performance
- Revenue attributed to each user
- Comparison between sellers
- Select specific user from dropdown
- Or view “All Users” for combined report
- Choose time period (daily, weekly, monthly, all time)
Sales by Period
Generate focused reports for specific timeframes: Available Periods:- Today: Current day’s sales
- This Week: Monday through Sunday
- This Month: Current month
- All Time: Complete sales history
- Customer names
- Products sold
- Sale amounts
- Payment methods
- Seller information
PDF Export
Export any sales report to PDF:
PDF Contents:
- Report header with period and user
- Sale-by-sale breakdown
- Total revenue calculation
- Professional formatting
Inventory Reports
Complete Inventory Report
View your entire product catalog: Report Shows:- All products in your inventory
- Current stock levels
- Product categories
- Selling prices
- Stock status (Available/Low Stock)
Low Stock Alert
Identify products that need reordering: Criteria:- Products with 5 or fewer units in stock
- Products with zero stock
- Highlighted in the report
Filter by Category
View inventory for specific product categories:- Click Filter by Category
- Select the category from dropdown
- Report updates to show only that category
- Export to PDF if needed
- Check stock for a product line
- Prepare category-specific orders
- Audit specific inventory sections
Inventory PDF Export
Generate printable inventory reports:Purchase Reports
Total Spent by Month
Track monthly purchase spending: Report Shows:- Month-by-month spending breakdown
- Total spent in each month
- Annual spending total
- Spending trends over time
- Product purchases (with IVA)
- Asset purchases
- All purchases by the logged-in user
Spending by Supplier
Analyze which suppliers you buy from most: Report Shows:- Total purchased from each supplier
- Supplier ranking by spending
- Number of purchases per supplier
- Percentage of total spending
- Negotiate volume discounts
- Identify primary vendors
- Diversify supplier base
- Review supplier relationships
Purchases by Category
See spending broken down by product category: Report Shows:- Total spent per product category
- Units purchased per category
- Category ranking by investment
- Percentage breakdown
- Understand inventory investment
- Plan category budgets
- Identify overstocked categories
- Balance inventory mix
Purchase Report PDFs
All purchase reports can be exported to PDF:- Click Download PDF on any purchase report
- Professional formatting with totals
- Include report generation date and user
- Suitable for accounting and analysis
Expense Reports
Track business expenses beyond inventory:Expense Overview
Report Shows:- All recorded expenses
- Expense dates
- Expense categories/concepts
- Individual amounts
- Total expenses
Filter by Date Range
Narrow expense reports to specific periods:Expense PDF Export
Generate printable expense reports:- Shows all expenses in date range
- Includes expense details and amounts
- Calculates total expenses
- Professional formatting for accounting
Profit & Loss Reports
Profitability Analysis
The most comprehensive report showing true business profitability: Report Calculates: Income:- Total sales revenue (including IVA)
- Extra income (deliveries, services, etc.)
- Combined total income
- Product cost basis (what you paid)
- Purchase expenses
- Operating expenses
- Asset purchases
- Gross profit (income minus costs)
- Profit margin percentage
- Net profit after all expenses
Understanding Profit Calculations
How Cost is Calculated
How Cost is Calculated
For each product sold, the system uses the purchase cost recorded when the item was bought:
- Product purchase cost × quantity sold
- Summed across all sales
- This is your Cost of Goods Sold (COGS)
How Income is Calculated
How Income is Calculated
Total income includes:
- All sales revenue (price customers paid)
- Extra income entries (deliveries, services)
- Does not include returns or refunds
How Expenses are Applied
How Expenses are Applied
Total expenses include:
- Operating expenses (rent, utilities, salaries)
- Asset purchases (equipment, furniture)
- Does not include product purchases (those are COGS)
Final Profit Calculation
Final Profit Calculation
Net Profit = (Total Sales + Extra Income) - (Product Costs) - (Expenses) - (Asset Purchases)
Profit Report by Period
Filter profit reports to specific date ranges:
Common Periods:
- Daily (today only)
- Weekly (current week)
- Monthly (current month)
- Quarterly (3 months)
- Yearly (12 months)
- Custom date ranges
Daily Profit Trends
The profit report includes a daily breakdown:- Profit margin per day
- Visual chart of daily performance
- Identify best and worst days
- Spot trends and patterns
Profit Report PDF Export
Export comprehensive profit analysis:
Access: Reports > Profitability
Report Best Practices
Review Reports Regularly
Review Reports Regularly
Make reporting part of your routine:
- Daily: Check today’s sales and low stock
- Weekly: Review seller performance and profit trends
- Monthly: Analyze comprehensive reports and plan purchasing
- Quarterly: Evaluate supplier relationships and category performance
Use Reports for Decision Making
Use Reports for Decision Making
Let data guide your business decisions:
- Reorder products based on inventory reports
- Identify best-selling items from sales reports
- Negotiate with high-volume suppliers
- Adjust prices based on profit margins
- Plan promotions during slow periods
Export for Record Keeping
Export for Record Keeping
Maintain proper business records:
- Export monthly sales reports for accounting
- Save annual profit reports for taxes
- Keep purchase reports for expense tracking
- Archive inventory reports for audits
Compare Time Periods
Compare Time Periods
Track growth and trends:
- Compare this month to last month
- Year-over-year comparisons
- Identify seasonal patterns
- Measure improvement initiatives
Share with Stakeholders
Share with Stakeholders
Multi-User Reporting
Admin View
Admins see comprehensive data:- Their own transactions
- All seller transactions under them
- Combined totals and analytics
- Individual seller breakdowns
Seller View
Sellers see limited data:- Only their own sales
- Their daily totals
- Cannot view other sellers’ data
- No access to expense or purchase reports
This permissions structure ensures sellers can track their performance while admins maintain complete oversight.
Troubleshooting
Report Shows Zero/No Data
If a report appears empty:- Verify you have data in that category (sales, purchases, etc.)
- Check date range filters aren’t too restrictive
- Ensure you’re logged in with correct permissions
- Try refreshing the page
PDF Won’t Generate
If PDF export fails:- Check your browser allows popups
- Try a different browser
- Verify report has data to export
- Check your internet connection
Numbers Don’t Match Expectations
If report totals seem incorrect:- Remember sales prices include 19% IVA
- Check that all transactions are recorded
- Verify date ranges match your expectations
- Review individual transaction details
- Ensure no transactions were deleted
Low Stock Alert Missing Products
If you expect more products in low stock report:- Verify stock levels in product list
- Check threshold is set to 5 units
- Confirm products haven’t been deleted
- Refresh the report page