How to read your reports

Reports are live. Every figure is worked out from the ledger and the sales you have recorded, so the numbers are current the moment you open the page.

Sales

Choose a date range. You get Daily totals, the number of days with sales, and an Item breakdown of quantity and revenue per product. Use it to see what sold, when, and to check that the team recorded everything on a quiet-looking day.

Profit

For the same date range: Revenue, Cost of goods sold, Gross profit and Margin, then By item so you can see which products earn most and which margins are shrinking. Cost is the weighted-average cost frozen on each sale line. See How profit is calculated.

Inventory

Every item with quantity, minimum, status, unit cost and value, plus the total value of stock in your reporting currency. See How to check stock levels.

Low stock

Items at or below their minimum stock. Also on the Dashboard.

Stock movements

The ledger for a date range, filterable by item and type (purchase, sale, production, waste and so on), with the balance after each movement. Use it to trace why a number moved. See How to correct a count or record waste.

Expired / Expiring

Expired batches still in stock, and batches expiring within 30 days with days left. See How to write off expired stock.

Reports are only as good as the recording

• Sales recorded outside Jogan do not exist here.
• A purchase logged without a unit cost keeps the old average and flatters profit.
• Recipe quantities in the wrong unit make consumption, and therefore finished-goods cost, wrong.

Exporting

There is no export button yet. Tables can be selected and copied, or printed from the browser. If you need a specific export, tell us in the chat.