Analyze the trend of takings from repairs and counter sales with three dedicated reports (daily, monthly, yearly), a bar or pie chart, period navigation and PDF export.
Understanding whether a repair shop is growing, which time of year it is busiest, or whether a month of spare parts and accessories sold at the counter earned more than repairs is not a question you can answer by adding up receipts by hand. Fixh IT provides three dedicated takings reports, one for the day, one for the month and one for the year, each with a chart that visually shows the sales trend, the ability to navigate back and forth between periods with a click, and PDF export to archive or share the data.
Why it matters for a repair shop
A smartphone and PC repair shop generates revenue from two different but complementary sources: repairs paid by customers and counter sales of spare parts, accessories and products. Knowing separately how much each of the two brings in, and how it changes over time, helps make concrete decisions: understanding whether it is worth investing more in marketing to attract new repairs, whether the accessory shelf is earning enough to justify the space it takes up in the shop, or whether a given time of year requires more staff at checkout because of a recurring sales peak.
In practice
The Daily report shows a pie chart with the breakdown of the selected day's takings by payment method (cash, FixhPay, PayPal and the other active methods), useful for quickly understanding which channel generated most of that day's revenue. You can scroll back and forth between days with the navigation arrows, so you can quickly compare a day with the previous or next one without having to reset the filters each time.
The Monthly and Yearly reports instead use a stacked bar chart, showing for each day of the month (or each month of the year) the split between repair takings and counter-sale takings: this stacked breakdown makes it immediately visible which of the two components is driving revenue at a given moment, and lets you spot at a glance days or months with an unusual trend. In both these reports too, you can navigate to the previous or next period with a click, useful for comparing the trend of consecutive months or years and spotting your repair shop's seasonality, for example times of the year when repairs increase after the summer holidays or when a new smartphone model launches.
All three reports can be exported to a PDF file ready for printing or archiving, with the selected period's data organized in a table. If your profile has access to the company's sensitive financial data, all three reports also show the margin, calculated by subtracting the purchase cost from the total collected: reserved information, designed for those who need to assess the business's real profitability, not just gross revenue.
Quick guide
- Open the Daily, Monthly or Yearly report from the Checkout module, depending on the level of detail you need.
- In the Daily report, check the pie chart with the breakdown of takings by payment method for the selected day.
- In the Monthly or Yearly report, check the bar chart with the split between repairs and counter sales.
- Use the navigation arrows to move to the previous or next period and compare the trend.
- If you have access to sensitive financial data, also check the margin column to assess the period's profitability.
- Export the report to PDF to archive it or share it with your accountant.
Real-world use cases
Checking an unusually slow day. The owner notices that a Tuesday's takings are lower than usual and opens the Daily report for that date, discovering from the chart that the most used payment method that day was cash only, a sign that maybe FixhPay was unavailable or staff did not offer it to customers.
Comparing months to plan staffing. The manager of a repair shop compares the Monthly report for September and October, noticing from the bar chart a marked increase in repairs after the return from summer holidays, and decides to schedule an extra checkout shift for the following month.
Yearly analysis for the balance sheet. At year end, the administrator reviews the Yearly report to see the month-by-month trend of repairs versus counter sales, exports the PDF with the data and margin, and shares it with their accountant for the year-end close.
Tips and best practices
Use the Daily report for a quick end-of-day check, the Monthly report to plan the following month, and the Yearly report for longer-term strategic decisions: each level of detail answers a different question. Periodically compare comparable periods, for example the same month across two different years, to understand whether your repair shop is actually growing or whether a change is due only to seasonality. Export the reports to PDF at the end of each month or year even if you don't need them right away: having an offline-accessible historical archive is useful for future checks.
Common mistakes to avoid
A common mistake is looking only at a period's overall total without distinguishing between repairs and counter sales: the two trends can move in opposite directions, and adding them together hides useful information. Another mistake is comparing non-comparable periods, for example a thirty-one-day month with a twenty-eight-day one, without accounting for that when interpreting the data. Finally, do not assume the reports also export to Excel: the export available for all three reports is in PDF format, designed for printing, archiving and sharing, not for further spreadsheet processing.
Frequently asked questions
What is the difference between the three reports? The Daily report shows the detail of a single day by payment method, the Monthly report shows each day of the month split between repairs and counter sales, and the Yearly report shows each month of the year with the same split.
Do the reports include both repairs and counter sales? Yes, every report combines both sources of takings; in the Monthly and Yearly reports they are also visually distinguished in the bar chart.
Can I compare the trend of different months or years? Yes, the previous/next period navigation lets you quickly scroll through days, months or years and visually compare the charts.
In which format can I export the reports? All three reports export to PDF; an Excel export is not currently available.
Do all staff members see the margin in the reports? No, the margin is visible only to those with access to the company's sensitive financial data, typically the owner or an administrator.
Can I use these reports to understand which payment method is used most? Yes, the Daily report shows exactly the breakdown of takings by payment method for the selected day through a pie chart.
