Tour of Reports

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

1. Open the Reports area in Selio.
2. Review the main reporting sections available.
3. Identify where live sales can be monitored.
4. Review where sales reports and transaction reports are accessed.
5. Check where time range or reporting filters are applied.
6. Review how your team moves from high-level reporting into deeper operational detail.
7. Confirm which reports are used during service and which are used after shift or end-of-day review.

Troubleshooting