Help CenterHelp Center / Reports and insights · Reference
Which roles open which reports, who sees customer contact details, and why a report can be missing from your menu.
Your shop, your role and the features your shop uses decide which reports you see.
The Reports menu appears only when both are true:
If you open a report address without the package, you are sent to the dashboard with "This is not included in your shop's package."
| Report group | Shop owner | Shop Manager | Shop Sales Manager | Report Analyzer | Shop Marketing Manager |
|---|---|---|---|---|---|
| Sales insights, Trends, Detailed reports | Yes | Yes | Yes | Yes | No |
| Customer phone, e-mail and address in reports and exports | Yes | Yes | No | No | No |
| Gross margin, Stock value | Yes | Unless the owner chose owner only | No | No | No |
| Wastage | Yes | Yes | No | No | No |
| Where customers want delivery, What customers search for | Yes | Yes | No | No | No |
| Customer lifecycle | Yes | Yes | No | No | Yes |
Every other role (picker, product managers, delivery guy manager, cashier) has no report access. Opening a report address answers "You do not have access to reports."
A Shop Manager finds the three customer insight pages under their own Customer insights menu, not under Reports. A Shop Marketing Manager has Customer lifecycle as a top-level menu item.
A Shop Sales Manager or Report Analyzer gets the same reports with the contact columns left out, on the page and in the CSV:
| Report | Columns only the owner and Shop Manager see |
|---|---|
| Order Report | Address |
| Tally Report | Address, Phone Number |
| Customers Report | Address, Phone Number, Email, Marketing Consent |
| Trends › High-value customers, Customers slipping away | Phone |
Gross margin and Stock value show cost prices. Your shop must track costs, and your role must be allowed to see them. A Shop Product Manager has no Reports menu, and opens the stock reports from the tabs of the Stock control menu item. See Gross margin and Stock control settings.
| Menu item | Shown when |
|---|---|
| Gross margin | Cost tracking is on and you may see costs |
| Stock value | Stock tracking and cost tracking are on and you may see costs |
| Wastage | Stock tracking is on, or stocktakes were already recorded |
| Delivery collections | You deliver with your own drivers, or delivery collections were already recorded |
| Trends › Returns | Returns are enabled, or your shop has recorded refunds |
| Trends › Shipping | Courier shipping is enabled |
| Trends › Discount rules | A discount rule has been applied to at least one order |
| Trends › Sales by GST registration | A multi-location shop in India with a location that has its own GSTIN |
In a shop with several locations, a manager who is assigned to specific locations sees figures for those locations only. The location filter then reads My locations instead of All locations. See Staff and riders per location.