Reading the Charts on a Report

Every report draws the same kind of picture for the same kind of question, so once you know the four shapes you can read any report in the catalog.

1. A line means "over time." Open Sales Overview (Reports > Sales > Sales Overview): the Net Revenue curve plots your selected period day by day, with the previous period behind it in grey for comparison. Item Performance (Reports > Sales > Item Performance) uses the same line for Revenue by Hour, and Revenue Leakage (Reports > Sales > Revenue Leakage) uses it for Void Amount by Date. If a period is too short to draw a curve, Sales Overview falls back to two bars — this period beside the previous one.
2. A composition bar means "share of the total." Most reports now split their total across one dimension in a single band under the figures, labelled Composition — a 12px bar where each segment's width is its share, with the legend above it naming each segment and its percentage. Stock Health Overview splits units on hand by category; Sales vs Purchases splits invoiced sales into net sales, tax and returns; Sales Breakdown splits revenue by whichever dimension the tab is showing. When a report has more than seven segments the smallest are added together into one "Other" segment so the bar stays readable — the table underneath always lists every row in full. If a period has nothing to split, the band is not drawn at all rather than showing an empty bar.
3. A ranked list means "top performers." On the Discounts and Returns tabs of Revenue Leakage, the leaders are listed #1, #2, #3… with a bar for the size of each one, the figure on the right, and — where it makes sense — the share of the total that line accounts for. Item Performance and Customer Insights (Reports > Customer > Customer Insights) rank the same way in their tables: a # rank column, the amount, and a Share column telling you how much of the listed total that item or customer is worth.
4. Bands mean "how old." Ageing reports group rows into bands instead of leaving you to compare loose day counts. Customer Receivables (Reports > Customer > Customer Receivables) splits unpaid balances across Current (0–30), 31–60, 61–90, and 90+ days. Only money still owed appears there — a sale a customer has paid for drops out of the report the moment the receipt is recorded. The Ageing tab of Stock Health Overview (Reports > Inventory > Stock Health Overview) tags each item with an Aging Bucket — 0–30, 31–90, 91–180, or 180+ days, plus "Never moved" for stock that has never been touched — with the exact day count in the column beside it.

Hover any slice or point on a chart to see the exact figure behind it. Charts only appear when there is something to draw: for a period with no activity you get a short note explaining that, rather than an empty grid pretending to be a measurement.

Next: Reading Sales vs Purchases (and Why It Is Not Profit).