Finance and accounting
Reconcile the period, then hand it to an accountant.Reports
Every report the admin offers, and the filters each one takes.
Accounting
The accounting view, and the period it settles.
Finance reports concept
How each number is derived, and what a refund does to it.
Your first weeks
The launch step that reads these for the first time.
Costs and lifecycle
Track what a unit cost you and what it has earned back.Track item costs and income
Recording a purchase cost, and reading the income against it.
Read a stock item's history
Every order, move and status change behind one unit.
Customers and repeat business
Report on who buys, and how often they come back.Read a customer's history
What one customer has ordered, paid and returned.
Segment customers
Building the groups you report on and market to.
Export customers
Getting the list out, and what each column holds.
Connecting a BI tool
Pull the row-level data into your own dashboards and refresh it on a schedule.Pull your data into a BI tool
The endpoints, the file format, and the data model to build on them.
Connect Power BI
Two Power Query queries and a scheduled refresh.
Connect Excel
The same queries in a workbook that refreshes on open.
Connect Google Sheets
An Apps Script that loads the ledgers on a timer.
Connect Tableau
A workbook on the Google Sheet, refreshed in Tableau Cloud.
Connect Looker Studio
Dashboards on the Google Sheet.