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Reading a report

Setting the period, narrowing it down, reading the chart against the table, and getting the whole thing out as a spreadsheet.

2 min readUpdated August 14, 2026

Every report in RewireBox works the same way, which is the point: learn one and you can read all 42. A title, a line saying what it answers, a row of controls, and then a chart above a table.

The date-period dropdown open on a report, offering Today, Yesterday, Last 7 days, Last 30 days, This week, This month, Last month and Last 6 months.
Every report has the same period control, and it always shows the resolved dates underneath.

Set the period first

The period control is the one that matters most, and it's the one people forget. Eight presets, and underneath them the actual dates it resolved to — Jul 16, 2026 – Aug 14, 2026 — so you're never guessing where "last 30 days" started.

Each report opens on the period that suits its subject rather than a single house default. The time clock opens on a week because that's how shifts are thought about; sales open on a month.

  1. 1

    Open a report from All reports, or from the search box above the list.

  2. 2

    Set the period. Check the resolved dates underneath — that line is what the numbers actually cover.

  3. 3

    Narrow it with whatever filters that report offers. Most have some; a few have none because there's nothing sensible to narrow by.

  4. 4

    Read the chart for the shape and the table for the figures.

  5. 5

    Export CSV if it needs to leave RewireBox.

Filters change per report

Reports don't share one filter bar. Each offers only what makes sense for it:

  • Group by — day, week or month, on reports that plot over time.
  • Staff — a checklist of your team, on anything attributed to a person.
  • Refunds by sale date / by refund date — which day a refund counts on.
  • Location and brand, where you have more than one.

A report with no filters isn't missing them; there was nothing worth offering.

Chart and table are the same data

The chart plots one column — the one that's the point of the report, chosen by the report rather than guessed from position. The table is everything, with a totals row where a total means something.

That last part is worth knowing. Not every column can be summed. A running balance, an average, a percentage: adding those down a column produces a number that looks authoritative and means nothing. Where you see no total, that's why.

Getting it out

Export CSV gives you the report exactly as it stands — same period, same filters, same rows and columns. It's the same query, not a second one, so the spreadsheet can't quietly disagree with the screen you exported it from.

This is the button for your accountant, and it's usually faster than trying to find a report shaped exactly like their question.

Common questions

Can I pick my own dates?

The picker offers eight ready-made periods — today, yesterday, last 7 days, last 30 days, this week, this month, last month and last 6 months. Each report opens on the one that suits it, so the time clock starts on a week and sales on a month.

Does the export match what's on screen?

Yes. Export CSV sends the report as it currently stands — same period, same filters, same rows. It isn't a separate query, so it can't disagree with what you just read.

Why doesn't the total add up down every column?

Because not every column is addable. A total is only shown for columns where summing means something — money and counts. A running balance or an average has no meaningful sum, so no total is offered rather than a wrong one.

What does "Refunds by sale date" change?

Whether a refund is counted on the day the sale happened or the day the money went back. It matters at month boundaries: a June sale refunded in July belongs to different months depending on the answer, and both answers are legitimate.

My report says some rows were left out.

Detail reports cap how many rows they return, and say so when they hit it. Narrow the period or the filters and the cap stops biting — or export, if what you want is the whole list rather than the shape of it.

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