There are several reasons why you would want to extract historical data out of Retail Express, such as:
- Annual Reporting
- Cancellation of an Outlet
- Closure of Business and so forth
Below are the best reports to run as a minimum.
| Requirement | Recommended Report | Navigation Path |
| Sales data |
Sales Detail Export
(Note: you may need to do this report in parts using the Filters if the file is too large to generate in one go)
| Reports > Sales Reports > Sales Detail Export |
| Sales data |
Stock Value vs Sale
| Reports > Stock Reports > Stock Value Vs Sales |
| Customers |
Customer Mass Download
| Customers > Customer Mass Download |
| Inventory |
Item Detail Export
| Reports > Stock Reports > Item Detail Export |
| Inventory |
Stock Value vs Sales (displays the current value of your Inventory)
| Reports > Stock Reports > Stock Value Vs Sales |
| Purchase Order History |
PO Detail Export
(Note: you may need to do this report in parts using the Filters if the file is too large to generate in one go)
| Reports > Stock Reports > PO Detail Export |
| Purchase Order History |
Stock Value vs Sales
| Reports > Stock Reports > Stock Value Vs Sales |
Tip: If you are wanting additional information please contact Support for assistance with what reports you may need to use.