Exporting reports — how to analyse your business
Learn how to export reports, look back by month and year, and draw insights about the business
One of the most valuable features in a modern register is being able to export reports and look back over time. Let's see how that helps you run the business better.
📊 Why export reports at all?
Exporting reports lets you:
- Analyse trends — see how the business shifts over time
- Spot problems — days with weak sales, products that are not moving
- Plan ahead — work out when your peak seasons are and when to scale back
- Report to the authorities — pass accurate figures to the Tax Authority and your accountant
📅 What can you export from Koopax?
1. Reports by period
In Koopax you can export reports by:
- A specific day — a detailed report for one day
- A date range — any range you choose
- A whole month — a monthly summary
- A whole year — an annual report for tax and analysis
- A quarter — for reporting and planning
2. The kinds of report you can export
- Z reports — every end-of-day report
- Sales reports — broken down by product
- Staff reports — performance per employee
- Payment-method reports — cash against card
- Inventory reports — what sold and what is left
- Promotion reports — how well your promotions worked
💾 Export formats
Koopax exports in a range of formats:
| Format | What it is for |
|---|---|
| Printing and keeping an orderly record | |
| Excel (XLSX) | Analysing data and building charts |
| CSV | Importing into other systems |
| Open format (Tax Authority) | Reporting to the Tax Authority |
🔍 The historical view — looking back
One of the big advantages of Koopax is being able to look back over every report:
📆 Viewing by month
Why is that useful?
- Comparing performance between months
- Spotting strong and weak months
- Planning a budget and ordering stock
- Understanding what promotions and holidays did
📅 Viewing by year
Why is that useful?
- Analysing long-term trends
- Preparing the annual report for your accountant
- Planning strategy for the year ahead
- Spotting seasonality and cycles
💡 Worked examples
Situation 1: comparing performance
The question:
"Is this month better than last month?"
The answer:
- Log in to Koopax Online
- Choose "monthly reports"
- Compare the current month with the previous one
- You immediately see a comparison chart and exact figures
Situation 2: getting ready for tax season
The question:
"My accountant needs an annual report — how do I prepare one?"
The answer:
- Log in to Koopax Online
- Choose "export reports"
- Choose "whole year" plus the open format
- Export it and send it to the accountant — in minutes!
Situation 3: analysing products
The question:
"Which products sold best over the past six months?"
The answer:
- Choose the sales-by-product report
- Set a six-month range
- Export to Excel
- You get a sorted table with the best sellers at the top
🎯 Advanced features in Koopax
1. Saved automatically
Every report is saved automatically in the system for at least 7 years (as the law requires).
2. Access from anywhere
Through Koopax Online you can reach every report from your phone or your computer, anywhere in the world.
3. Visual charts
The system builds visual charts automatically, which makes the trends and the figures easier to read.
4. Automatic comparisons
The system shows comparisons between different periods and highlights any meaningful change.
📋 A checklist for managing reports
We recommend:
- ✅ Daily: check today's Z report
- ✅ Weekly: a weekly sales summary
- ✅ Monthly: export the monthly report and check the trends
- ✅ Quarterly: a deeper performance analysis
- ✅ Annually: prepare the annual report for your accountant and for tax
💼 Compatibility with accounting systems
Koopax exports directly to the leading accounting systems:
- Quickbooks
- Priority accounting
- SAP Business One
- And other systems besides
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