Reporting¶

The Reporting page gives you a complete overview of your sales, transactions, and profit for any given period. Navigate to Reporting to open the report summary.

Selecting a period¶

At the top of the page you can select the date range for your report. Quick-select buttons let you jump to common periods:

Today, Yesterday
Last 7 days, Last 30 days
This week, This month, Previous month
This quarter, Previous quarter
This year, Previous year

You can also set a custom date range using the filter panel.

Filtering¶

Use the filter panel to narrow down the report by:

Marketplace: limit results to one or more store locations.
Seller: show only data for a specific seller.
Order type: filter by sales, repairs, creations, etc.
Status: include or exclude orders by status.
Tags: filter by tags applied to orders.

Turnover summary¶

The turnover summary shows the total incoming amounts based on transactions recorded in the selected period. It splits out regular transactions and giftcard transactions, grouped by currency, with the total amount and transaction count for each.

Accounting summary¶

The accounting summary is invoice-based and shows:

Outgoing invoices: total amount excluding VAT, VAT amount, and count.
Outgoing credit notes: refunds and corrections issued.
Incoming invoices: supplier bills received.
Incoming credit notes: corrections from suppliers.

Gem Logic calculates the profit as outgoing invoices minus outgoing credit notes minus incoming invoices plus incoming credit notes. The net VAT owed is also displayed.

Transactions summary¶

A breakdown of all transactions grouped by payment method and currency. Each row shows the payment method, total amount, currency, and number of transactions. Totals are shown per currency.

Below the summary, a detailed transactions table lists every individual transaction with its date, linked order or purchase, amount, payment method, and seller.

Sales summary¶

The sales summary groups all sold items by order type and currency. For each group you can see:

Total excluding VAT
Total VAT
Total including VAT
Number of items sold
Total cost
Total profit

Below the summary, a detailed sales table lists each sold item with the date, seller, contact, order reference, product title, prices, cost, and profit.

Customer purchases¶

If you buy goods from customers (e.g. second-hand items), this section lists all customer purchase items for the selected period, including the contact, product details, price, weight, and price per unit.

Exporting¶

You can export the report from the Actions menu:

PDF landscape: a full-width PDF suitable for printing or sharing.
PDF portrait: a narrower PDF format.
Excel (xlsx): a spreadsheet with separate worksheets for transactions, sales, and their respective summaries.