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Retill Reports Explained: Sales, Inventory, Expenses, and Customer Statements

Generate exportable PDF reports for sales, inventory, expenses, and customer accounts. Learn which report to use, how to filter data, and how to share records with your accountant.

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Retill Team

Retill Team

Retail & POS Insights

Retill Reports Explained: Sales, Inventory, Expenses, and Customer Statements

Retail decisions improve when backed by records — not memory. Retill reporting turns daily operations into exportable PDF documents you can save, share, and revisit. Here is every report type and when to use it.

How to generate any report in Retill

  1. Open Reports from the dashboard menu.
  2. Select the report tab you need (Sales, Expenses, Customer, Inventory, etc.).
  3. Click Generate Report.
  4. Set filters — date range, shop, customer, product, payment method, sales person, or sale ID.
  5. Click Generate to create the PDF.

All generated reports are saved in your account. View, download, or delete them anytime — no need to regenerate unless you want updated data.

Sales reports

Your most-used report for daily and month-end reconciliation. Filter by:

  • Date presets or custom ranges
  • Shop branch
  • Customer
  • Product
  • Sales person
  • Payment method (Cash, MoMo, Card)
  • Sale ID for single-transaction lookup
  • Discount activity

Use sales reports to verify daily totals, review cashier performance, and prepare revenue summaries for accounting.

Inventory reports

Snapshot stock levels, product values, and inventory movement. Essential for purchasing decisions and identifying slow-moving or out-of-stock items across shops and warehouses.

Expense reports

Shops record expenses under their detail page Expenses tab. Expense reports aggregate costs by date and location — pair with sales reports to see true daily profit after operating costs.

Customer statements

Generate payment history and credit information for individual customers or filtered groups. Ideal for:

  • Monthly account reconciliation with wholesale buyers
  • Follow-up on outstanding balances with documented history
  • Sharing official records with customers who dispute amounts

Shop and warehouse performance reports

Compare how each location performs — sales volume, stock health, and transfer activity. Multi-branch operators use these for weekly manager reviews.

Transfer and user activity reports

Transfer reports document stock movement between locations. User reports show staff activity — useful for accountability and training.

Reporting tips for Ghana retail businesses

  • Daily — Glance at Overview KPIs; generate sales reports for discrepancies.
  • Weekly — Review inventory alerts, credit arrears, and branch comparison.
  • Monthly — Export sales, expense, and customer reports for your accountant.
  • Year-end — Use saved report archive rather than regenerating from scratch.

Pro and Premium plans include unlimited report exports. Basic includes essential reporting for single-shop operators getting started.

Month-end should take hours, not days. Retill reports give your accountant clean PDFs — and give you confidence in your numbers.