Overview
RITE POS provides three levels of reporting: basic daily/monthly reports on all plans, full GST and sales summaries on Starter, and the Advanced KPI Dashboard with inventory intelligence on Business plan.
Access reports from: Dashboard → Report quick action, or the Reports tab in the bottom navigation (on plans where visible).
Daily Report
The Today tab in the Reports screen shows your pharmacy's performance for the current day. The following data is shown:
| Metric | What it means |
|---|---|
| Total Revenue | Sum of all completed sales today (before returns) |
| Total Transactions | Number of bills generated today |
| Average Order Value (AOV) | Revenue ÷ Transactions — how much each customer spends on average |
| Payment Mode Breakdown | How much was collected in Cash, UPI, Credit (Khata), and Split |
| Total Tax Collected | GST collected today, broken into 5%, 12%, 18%, 28% slabs |
| Total Returns | Number and value of returns processed today |
| Net Revenue | Total Revenue − Returns Value |
| Top Medicines Today | Top 5 medicines by quantity sold |
Monthly Report
The Month tab shows aggregated data for the current month. In addition to all daily metrics (aggregated), the monthly report adds:
- Gross Profit — Net Revenue minus Cost of Goods Sold
- Profit Margin % — Gross Profit ÷ Revenue × 100
- Customer Acquisition — New customers added this month
- GST Summary (GSTR-style) — B2C total and B2B (with customer GSTIN) breakdown
- HSN-wise Summary — Total taxable value and tax per HSN code (for your CA)
Custom Date Range Report
Available on Business plan. In the Reports screen, tap the Custom tab. Select a start date and end date. Tap "Generate Report". The report is computed and cached — if you run the same date range again within 1 hour, it loads instantly from cache.
Use this for:
- Quarterly sales analysis
- Festival/seasonal comparison (e.g., October vs. March)
- Year-to-date summary for tax filing
- Specific week analysis after a product launch
Advanced KPI Dashboard
The Advanced KPI Dashboard (Business plan) is a multi-tab analytics screen that gives deeper insights into your pharmacy's financial and operational health.
Overview Tab
- Revenue — total for selected period (Today / 7d / 30d / YTD / 12m / Custom)
- Gross Profit — with a trend arrow vs. previous period
- Total Orders and Profit Margin %
- Sales Performance — Daily avg, Today's sales, AOV
- Profitability Analysis — progress bar showing Revenue vs. Cost breakdown
Inventory Intelligence Tab
- Fast Movers — products selling more than 5 units per day (flag for reorder)
- Slow Movers — products selling less than 0.1 units per day (review pricing)
- Dead Stock — products with zero sales in the last 60 days (consider returning to distributor)
- Inventory Turnover Ratio — per product and overall
- Days of Stock Remaining — how many days before a product runs out at current velocity
Due Aging Tab
- Customers with outstanding Khata balances, grouped by aging: 0-30 days, 31-60 days, 60+ days
- Total outstanding credit for each customer
- Tap a customer to view their full Khata ledger
Expiry Report (Medical Vertical)
Access from Reports → Expiry (Business plan). This report lists all stock batches expiring within the next 30 days:
- Product name, batch number, expiry date, quantity remaining, current value
- Sorted by soonest expiry first
- Export to CSV to share with your distributor for returns
Exporting Report Data
All reports can be exported. In any report screen, tap the Share/Export icon (📤) to:
- PDF — formatted report ready to share or print
- CSV — raw data for analysis in Excel or Google Sheets
- WhatsApp — share directly via WhatsApp
Reports Without Internet
Basic daily reports are always available offline — they are computed from your local Isar database. The Advanced KPI Dashboard requires an internet connection for its first load, but the last-fetched data is cached locally for offline viewing.