Who is this article for?
Owners, managers, accountants, and authorized team members responsible for operational visibility and business review.
Reviewed by: Selio Support Team
Last updated: January 1, 1980
Summary
Get a quick overview of Reports in Selio, so your team understands where to monitor live activity, review sales performance, and check transaction history more clearly.
Before you begin
- Make sure you are signed in to the correct Selio workspace
- Confirm your account has access to reporting tools
- Use a business with recorded activity, if possible
- Make sure the team understands which reports are used for live operations and which are used for review after service
Steps
- Open the Reports area in Selio.
- Review the main reporting sections available.
- Identify where live sales can be monitored.
- Review where sales reports and transaction reports are accessed.
- Check where time range or reporting filters are applied.
- Review how your team moves from high-level reporting into deeper operational detail.
- Confirm which reports are used during service and which are used after shift or end-of-day review.
Troubleshooting
- The Reports area feels too broad: Start with live sales, sales reports, and transaction review before going deeper.
- Important report sections are missing: Your account may not have reporting permissions.
- The team mixes quick operational views with reporting review: Define which report is used for which question.
- Managers open reports but still cannot explain what changed: Make sure they start with the right date range and report type.
