Reports and Dashboard

Use Auditing & Reports for filtered sales lists and CSV export (Admin and Accounts). Use Dashboard for live KPIs and charts (Admin only).

Who and where

Screen	Roles	Route	Nav / title
Reports	Admin, Accounts	/reports	Reports / header Auditing & Reports
Dashboard	Admin	/dashboard	Dashboard

Accounts land on /reports after login. Stock / Design / Print do not use these screens.

Reports (sales list + CSV)

The live Reports page is filters + Sales table + Export CSV. Summary cards and trend charts exist in the codebase but are not mounted on this page — do not expect them in the current UI.

1. Open Reports

1. Sign in as Admin or Accounts.
2. Open sidebar Reports.
3. Confirm header Auditing & Reports.

2. Set filters

1. Under Quick range, pick Last 7 days, Last 30 days (default), Last 90 days, or This month.
2. Or set From / To dates.
3. Set Channel: All channels, POS only, or eCommerce only.
4. Set Branch / POS: All branches or a named terminal (list narrows with channel).

Helper on export: Exports all sales orders for the selected filters.

3. Read the Sales table

1. Section Sales shows {N} order(s).
2. Sortable columns: Order, Channel, Customer, Branch, Amount, Date, Status.
3. Channel badges appear as POS / ECommerce from the data.
4. Paginate with Previous / Next and Page X of Y (Showing X–Y of Z).
5. Empty: No sales — Adjust the date range or filters to see orders.

4. Export CSV

1. Click Export CSV.
2. Success: Export ready — file name pattern sales-report_{startDate}_{endDate}.csv.
3. Failure: Export failed.

Dashboard (admin analytics)

5. Open Dashboard

1. Sign in as Admin.
2. Open Dashboard (/dashboard).
3. Greeting: {Good morning/afternoon/evening}, {username} with overview copy such as Overview of orders, revenue, and production workflow.

6. Filter channel and dates

1. Channel tabs: All, POS, Website.
2. Date presets: Today, 7 days, 30 days, or calendar Select dates.
3. Watch Updated {time} (and refreshing… while fetching).

7. Read KPIs

KPI	Subtitle / notes	Click goes to
Orders	Comparison vs prior period	/orders
Revenue	Comparison vs prior period	—
Needs action	orders requiring attention	/orders
Active workflow	units in production	/workflows
Pending approvals	awaiting review	/workflows
Edit requests	pending admin action	/orders

8. Charts and lists

1. Orders trend — tabs All, Orders, Revenue.
2. Orders by status.
3. Workflow pipeline.
4. Revenue by POS (or website-oriented title when channel is Website).
5. Recent orders — View all orders; open a row for detail.
6. Urgent workflow — Approvals and failed units; Open board.
7. Recent activity — notification feed; View all → /notifications.

Checklist

• Accounts use Reports for sales audit; they cannot open Dashboard stats.
• Export CSV uses the same filters as the on-screen table.
• Dashboard KPIs match the selected channel and date range before acting.
• Urgent workflow / needs-action counts followed up on Orders or Workflows.