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Two screens answer the “how is the business doing?” question, and they are not the same tool. Executive is a glance — today, this week, per branch. Analytics is the workbench — pick a report, pick a period, read it, export it.

Executive

The owner’s remote view. Today’s numbers, alerts, and four quick reports.

Analytics

Eleven reports over a period you choose, each with an export.

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The executive dashboard

The heading reads Today at a glance with today’s date. Run more than one branch and it becomes All branches or the branch you have selected, with a branch select alongside. Underneath: today’s and this week’s tiles, and the headline Today’s net (revenue − cost − expenses). That figure is only as good as your recorded running costs — see Track expenses and your net position. With several branches you also get a By branch card, listing each one with its sales count and net. Select a branch to switch the whole page to it. Revenue mix this week splits takings between Medication {n}% and Retail {n}%. It appears only once both sides have sold something — a bar reading 100% / 0% tells you nothing you did not already know.

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The Reports card

A range select — Today, 7 days, 1 month, 3 months, 6 months, All time — and four tabs: Each has Export Excel, which is the fastest way to get a shareable copy of any of the four.

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Plan gating

Executive needs the Professional plan. Below that the entire page is one card:
Executive dashboard — Available on Professional and above — Upgrade to get the owner’s remote view of your pharmacy.
The multi-branch roll-up needs more again: the multi-branch reports feature and more than one branch on your account. With a single branch you get the single-pharmacy view, which is the right view for a single pharmacy. See Change your plan.

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The Analytics workbench

Analytics lists every report your pharmacy can populate. Nothing clinical appears — a pharmacy has no wards or consultations to report on, so those reports do not exist for you rather than sitting empty.

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Expiry Risk and Expiry & Waste are not the same report

These two are confused constantly, so read this once:

Expiry Risk — the future

A snapshot. What is on your shelves right now that will not sell through before it expires. It has no date picker at all — the header simply says As it stands now, because a period control that changed nothing would be a lie you could not see. Act on it: discount, transfer, return.

Expiry & Waste — the past

Period-shaped. What was actually written off in the window you selected, by day and by kind. Learn from it: which lines you keep over-ordering.

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Reading a report

Every report has the same shape, which is the point of having one workbench: a period select (Last 30 days, Last 90 days, Last 12 months), optional scope tabs, summary tiles, a chart over time, a breakdown chart, and a data table. Periods longer than twelve months are shortened, and the page says so: “Figures are aggregates for the selected period. Periods longer than 12 months are shortened server-side.”

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Exporting

Export on the data table offers two:
  • CSV — this view — exactly the rows on screen, opens in Excel, Numbers or Sheets.
  • Excel (.xlsx) — this view — a formatted workbook.
The toast tells you what you got: Exported — “{n} rows · {period}”.

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Scopes you may not have

The By cashier scope on POS Sales needs the View per-cashier takings permission. The till total and who took it are different questions, and only the second is colleague-performance visibility — so the report stays open to everyone and just that tab is gated. If a scope is not yours, the workbench quietly opens the first one you can see rather than showing an error. You will not be told which tab you are missing; if you expect a tab that is not there, that is why. See Staff permissions.

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If something goes wrong

Executive needs Professional or above. Everything on Analytics is still available to you. See Change your plan.
Both need the multi-branch reports feature and more than one branch. A single-branch pharmacy sees the single-branch view.
Correct. It is a snapshot of your shelves as they stand now. For a period-shaped view of what was written off, open Expiry & Waste.
The list is generated from what your pharmacy can actually populate, so a report you cannot fill is not offered. Some are also permission-gated — ask an owner or manager.
There is no export button there. Use the Reports card on Executive, or any report in Analytics. See The sales dashboard.
Take the Excel option rather than CSV if your spreadsheet mangles accents or currency symbols on import.