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Reports & dashboard

Omni Store turns your day‑to‑day activity into numbers you can act on. There are two places to look: the Dashboard for a quick pulse, and Reports for detail.

Reports page - desktop

Mobile view

Reports page - mobile

The dashboard​

The Dashboard is the first thing you see when you sign in. It gives an at‑a‑glance summary of how your store is doing - recent sales, key totals, and activity - so you can start the day informed without digging.

All roles can see the dashboard, though some figures depend on role.

Reports​

Under Reports you'll find deeper breakdowns:

  • Sales report - revenue over time, by product, and by payment method. If you've entered cost prices on your products, you'll also see profit, not just revenue.
  • Inventory report - stock on hand, low‑stock items, and the value of your inventory.
  • Staff report - sales and activity by team member, so you can see who's performing and staff your busy periods.

Date ranges​

Plan required Choosing custom date ranges (any start and end you like) is available from the Team plan upward. On entry plans you get standard preset ranges. See Plans & pricing.

Use date ranges to compare like‑for‑like: this week vs. last week, this month vs. the same month last year.

Scheduled reports​

Plan required On the Team plan and above, you can have reports delivered on a schedule - for example, a weekly sales summary by email - so you don't have to remember to pull them.

Advanced analytics​

Enterprise The top plan adds advanced analytics such as customer cohort retention and lifetime‑value (LTV) forecasts, for understanding how customer groups behave over time.

Profitability tracker​

For deeper margin analysis - breakdowns by category, tag, promotion, staff, and customer, plus shrinkage tracking and floor prices - see the Profitability tracker under Apps.

Making reports useful​

  • Fill in cost prices so profit appears, not just sales (see Products).
  • Attach customers to sales so customer‑level insight is possible (see Customers).
  • Check inventory value regularly so you know how much cash is tied up in stock.
  • Watch the staff report to schedule the right people at the right times.