> ## Documentation Index
> Fetch the complete documentation index at: https://docs.velyti.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Financial, inventory, sales and profitability reports for any period, with PDF, Excel and CSV downloads.

**Reports** goes deeper than [Home](https://docs.velyti.com/en/insights/dashboard.md): the same business, but for any period you choose and split by month, brand and client. You find it under **Analytics** in the side menu.

![The Reports page.](https://mintcdn.com/steven-org/EdymqxKV5FubVYmB/images/en/reports.png?fit=max\&auto=format\&n=EdymqxKV5FubVYmB\&q=85\&s=6b77f07971ae549e6255abb8897afe5a)

The Reports page.

> [!NOTE]
>
> Reports needs the **Reports** permission, and the module must be part of your plan. If the page is not in your menu, ask whoever manages your company's Velyti account. See [Users and roles](https://docs.velyti.com/en/administration/users-and-roles.md) and [Plan and billing](https://docs.velyti.com/en/administration/subscription.md).

## Choose the period

The **Period** selector sets the dates every tab uses. By default it is the **Last 12 months**. The **Quick dates** are:

* **This month**
* **Last month**
* **Quarter**
* **Year to date**
* **Last 12 months**

The line under the title repeats the period and says when the figures were calculated. As on Home, each contract counts on the date it was completed.

If there is nothing to show, the page says **No data in this period**.

## The report tabs

> [tab] Financial
>
> * **Revenue** and the number of completed sales.
>
> * **Cost of goods sold**: what was paid for the units sold.
>
> * **Gross margin**, in pesos and as a share of revenue, with the change against the previous period.
>
> * **Average margin per sale**, as a percentage over cost.
>
> * **Revenue and margin by month**, as a chart you can switch to a table with **Show as a table**. A month still in progress is drawn hatched and labeled as in progress.
>
> * **Payment methods** of the completed sales.
>
> * **All time**: cumulative revenue, cumulative investment and **Net cash flow**.
>
> > [!WARNING]
> >
> > Net cash flow is revenue minus investment since the first record, and the investment includes the units still on the lot. In a buying period it is negative without being a loss. Profit is the gross margin.

> [tab] Inventory
>
> * **Units on the lot**, split into cars and motorcycles, and the **Capital on the lot** at sale price with its cost.
> * **Median days on the lot** against the target.
> * **Days of inventory**: how long the lot would last at the period's sales pace.
> * **Lot map**: one tile per unit, the oldest on top, with a table by **Days on the lot** band showing units, share and capital.
> * **Lot composition** by status, and **Brands on the lot** with units, available, capital and average days.
> * **Monthly turnover** for the last 6 months.

> [tab] Sales and clients
>
> * **People and companies**: sales and purchases split by client type.
> * **Top buyers** and **Top sellers to us**.
> * **Team: sales** and **Team: purchases**: completed contracts by the salesperson responsible.

> [tab] Profitability
>
> * **Profitability by brand**: sales, revenue, gross margin, margin as a share of revenue and days to sell.
> * **Best contracts** and **Worst contracts**, ranked by margin, each linked to its contract number.

Terms such as gross margin, margin over cost, turnover and days of inventory are defined in the [Glossary](https://docs.velyti.com/en/help/glossary.md).

## Month's pace

The **Month's pace** tab shows how sales are going compared with the previous period. It has its own selector, **Period of the pace**, apart from the report's **Period**.

![The Month's pace tab.](https://mintcdn.com/steven-org/_p5tayvPXDiLdeKR/images/en/reports-pace.png?fit=max\&auto=format\&n=_p5tayvPXDiLdeKR\&q=85\&s=9d92b3f08e3bd2b4ff037e05b44110bd)

The Month's pace tab.

### Choose the pace's period

Use the **Period of the pace** selector to change what the figures cover.

| Option | Covers |
| - | - |
| **This month** | Day 1 to today |
| **Last month** | The whole previous month |
| **Quarter** | The current quarter to today |
| **12 months** | The last 12 months |

> [!NOTE]
>
> A period in progress is compared with the same stretch of the previous one, not with the whole previous month. September up to the 22nd is compared with August 1 to 22, so a month halfway through does not look slow just for being halfway. The page always says which stretch it compares with and what it was worth. See "Same cut" in the [Glossary](https://docs.velyti.com/en/help/glossary.md).

### Sales for the period

The band gives the total of sales for the period and the change against the comparison period. Next to it:

* **Units sold**, with how many more or fewer than in the comparison period.
* **Gross margin**, with its share of sales. It is the price minus the cost of the units sold, before expenses.
* **Purchases**, with the number of units bought.

Each contract counts on the date it was **Completed**, never on the date it was created.

### Pace

The pace chart draws the running total of sales day by day and sets it against the comparison period at the same point. A short sentence above it says whether you are ahead of, behind or level with the comparison. A screen reader gets the same information as a summary of the running sales.

While the month is running, the chart is drawn only up to **Today**, and the previous month's final close is shown apart as a reference.

## Download a report

Use **Download the report** to get the current report as **PDF**, **Excel** or **CSV**. The app shows **Preparing the file…** while it builds it and **File downloaded** when it is done.

> [!WARNING]
>
> The export carries the register of contracts created in the period with the clients' contact details. Treat the file as personal data: share it only with people who need it and store it safely.


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