Reports overview
Generate, preview, and download regulatory and sales reports.
Open in dashboardReports
Overview
Reports is where you generate PDF / XLSX files for compliance, sales analysis, and staff commissions. Reports are generated asynchronously and then downloaded once ready.
When to use it
- Filing regulatory forms (e.g., Thai เธ เธ. 27 / 28)
- Exporting sales summaries for accounting
- Pulling staff commission breakdowns for payroll
- Archiving inventory or compliance snapshots
How to use it
Video tutorial coming soon
- Open Reports.
- The table shows name, type, generated date, status (DRAFT, READY, ERROR), and download button.
- Click Generate Report in the header to start a new one.
- Once status shows READY, click the download button.
- Use the row menu to Edit (draft reports only) or Delete.
Tips & gotchas
- Retention: reports are kept for 90 days per regulation.
- Generation is asynchronous โ the row polls for status until READY or ERROR.