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How to Use Reports in TejOrder

Open a report, filter by date, party or user, and print or export it to Excel or CSV.

2 min read Updated
Short answer

Open Reports from the menu and tap a report. Today you can use Sales Register, Sales by User, Purchase Register, Purchase by User and the Try-On Usage Register; reports marked Soon are coming. Inside a report, set the dates and filters, tap Apply, then Print or Export it.

Steps

  1. Open Reports Open Reports from the menu. Reports are grouped into Sales, Purchase, Inventory, Virtual Try-On, Receivables & Payables, Accounting and GST.
    TejOrder Reports page with report groups
    Reports — tap a report with an arrow to open it.
  2. Set the filters Choose the Date (like This Month), and filter by customer, payment status or the user who billed. Tap More filters for more, then Apply.
    TejOrder Sales Register report with totals and invoice rows
    Sales Register — totals at the top, every invoice below.
  3. Print or export Use Columns to show or hide columns, Print to print the report, and Export to download it as Excel or CSV.
Staff see Export only if their role allows it. The owner can change this in Settings → Users & Permissions.

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