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Introduction to the Statistics menu

The statistics menu allows you to generate various reports by transaction or cash dates, so you can closely monitor your business. In this tutorial you will learn how the Nex Statistics menu works in general, its structure and tools menu.

Important

This feature is available to Nex subscribers. Learn more about our plans.

Let's find out how this tool works!

1. The STATISTICS menu is located at the bottom of the left menu of the program and you can identify it with a graph icon.

2. When you select one of the reports, you will see a menu located in the upper center of the screen, with the main tools where you can establish the start and end dates of the PERIOD to be verified and also the TYPE of the search, if it will be by date of register already closed or by transaction date.

Regarding the main reporting topics, it is composed of topics and subtopics in a drop-down menu, organized as follows:

Register
Customers
Suppliers
Sales
Purchases
Deliveries
Accounts Payable
Profitability

Regarding the selection period for the report, the program allows you to choose between predefined options or select the period, indicating a start and end by selecting from a calendar or writing each one of them. The date criteria is established based on the time 00:00:00; That is, when you select 01/01/2021 as the start date and 12/01/2021 as the end date, the program will show you all the transactions made between 00:00:00 on 01/01/2021 until 00:00 :00 on 12/01/2021, which do not include any transactions made after that time on the same day 12/01/2021.

Regarding the type of the search, it is possible to:

‍View transactions by transaction date: It should be used when cash control is not carried out daily, that is, more than two cash registers are opened per day. ‍
View transactions by register date: It should be used when a daily cash control is carried out, that is, only one cash register is opened per day on the same date, one at the beginning of the work day and another at the end of the same day.

The process to generate the reports is as follows:

Select the topic for which you want to generate the report.
Set the period.
Select the type of search.

3. Once this process is done, the report will appear in the gray area located in most of the screen on the right side of the topics and depending on the amount of information you will have the option to move the bar to the right and down to view all data. Some reports offer specific tools from the arrow icon.