Finding and exporting reports

Visiro includes ready-made reports for sales, stock, payments and finance.

Find a report

1. Open the Reports module from the app switcher.
2. The Reports dashboard lists every report you have access to, grouped by area such as Sales, Invoice Payments, Receivables, Payables and Finance. Shortcuts at the top show the most used ones.
3. Open a report, choose the date range and any filters (customer, store, sales person) and search.

Export

Click Export on the report to download it as Excel (.xlsx) or CSV, ready to share with your accountant.

Customise your dashboard

Click Customize on the Reports dashboard to build "Your dashboard" with the reports you use most.

Scheduled reports

Click Schedules on the Reports dashboard to have a report emailed to you automatically every day, week or month.

Tips

• Each module also has its own reports in its sidebar, for example Inventory Reports > Stock Valuation.
• You only see reports your role has permission for.

Still stuck? Open Help & Support (the ? button at the top of any page) and send us a request. We can see which page you were on, so a short description is enough.