Reports & analytics

The dashboard recognizes turnover on order date — gross sales including tax, excluding cancelled orders — with a monthly trend chart (year-to-date or the last 3/6/12 months) and a channel split. The P&L ladder subtracts refunds, VAT, marketplace fees, expenses, product costs and shipping to reach net P&L.

• Currency conversion uses the rate captured at import, so historical figures never move.
• Marketplace fees fall back to estimates when the channel does not report them; the tile is labelled accordingly.
• Refunds reduce net revenue on the refund date, not the original order date.

Built from issued invoices and credit notes rather than orders, so it matches the documents a tax authority would inspect. Periods switch between month, quarter and year.

• Organizations flagged as Kleinunternehmer (§19) hide VAT breakdowns, the VAT report and the OSS pages and show net-equals-gross totals instead.
• The §19 turnover report tracks qualifying turnover against the statutory limits (€100,000 in the current year, €25,000 in the prior year) and exports a CSV plus an audit JSON.
• EU cross-border B2C sales are reported per destination country for OSS filing under Tax & compliance, with a progress bar against the €10,000 threshold (configurable).
• Marketplace-collected tax is shown separately and excluded from your VAT payable.

• Window options from 7 to 365 days with in-stock, low-stock and out-of-stock statistics.
• Value at cost and at retail per variant, with low/out flags based on each variant's threshold.
• Movement view listing every increase and decrease with its source: order, picking, return restock, manual adjustment or import.
• Exports as CSV or as a formatted PDF.

Margin definitions

net_revenue = turnover
            - vat
            - refunds
            - marketplace_fees        (where reported by the channel)

gross_margin = net_revenue - cost_of_goods_sold
margin_pct   = gross_margin / net_revenue * 100

Cost of goods sold uses the cost price stored on the variant at the time of sale, so later cost changes do not rewrite history.

• Reports download as CSV; the inventory report also offers a PDF.
• The DATEV export produces a ledger file (EXTF) for orders or expenses — Enterprise plans, German organizations only.
• The GoBD export produces a ZIP with ten ledger CSVs, GDPdU index files, a Verfahrensdokumentation and SHA-256 checksums — Enterprise plans, German organizations, Owner/Admin only.
• Owner, Admin and Finance roles can export; other roles read on screen according to their page access.
• Crow AI can also produce CSV extracts of orders, expenses, products, customers and refunds from chat (Owner, Admin, Manager; up to 1,000 rows per export).