Revenue, costs,
margins at a glance.

Every COGS report starts with a date range. All metrics, charts, and tables on the page are filtered to show only transactions within the selected window.

• Open the COGS Reports section from the sidebar
• At the top of the page, use the Start Date and End Date pickers to define your reporting window
• Or use one of the quick presets: This Month, Last Month, This Quarter, or This Year
• The report updates immediately when you change the date range -- no need to click a refresh button

On iPad, tap the date fields to open the native date picker. The presets are available as buttons above the date pickers.

Four large summary cards appear at the top of the COGS report, giving you an immediate snapshot of your financial performance for the selected period.

• Revenue -- Total income from all sales and billable work orders within the date range
• COGS -- Total cost of goods sold, calculated from unit costs of items sold, work order material usage, and manual cost entries
• Gross Profit -- Revenue minus COGS. This is the money you keep before overhead expenses.
• Margin % -- Gross Profit divided by Revenue, expressed as a percentage. A quick indicator of overall pricing health.

These cards update in real time as you adjust the date range or record new transactions. They provide the top-level numbers you need for pricing decisions, tax preparation, and financial planning.

Below the summary cards, two charts provide visual insight into your cost and revenue patterns.

• Bar Chart -- Shows a breakdown of revenue vs. cost by your selected grouping (item, category, day, or month). Each bar pair lets you visually compare how much you earned against what it cost you.
• Line Chart -- Plots trends over time, showing how revenue, COGS, and profit have moved day-by-day or month-by-month across your selected date range. Useful for spotting seasonal patterns or the impact of pricing changes.

Charts respond to your grouping selection (see the next section), so switching from "by item" to "by month" changes the chart axis accordingly.

The grouping dropdown controls how the charts and breakdown table organize your data. Choose the perspective that best answers the question you are asking.

• By Item -- One row per inventory item. See exactly which products are your highest margin and which ones are dragging down profitability.
• By Category -- Aggregates all items within each category. Great for understanding which product lines (e.g. Pickups vs. Hardware vs. Strings) are most profitable.
• By Day -- One row per calendar day. Use this for short date ranges to see daily sales and cost patterns.
• By Month -- One row per month. The best view for longer ranges -- see how your business performs across months and seasons.

The grouping selection affects the charts, the breakdown table, and the export. Switching grouping is instant -- just select from the dropdown and the entire page recalculates.

Below the charts, a sortable table shows the detailed numbers behind the visualizations. Each row corresponds to one group (item, category, day, or month, depending on your selection).

• Item Name (or Category/Date) -- The grouping identifier
• Quantity -- Total units sold or used in the period
• Revenue -- Total income from this group
• Cost -- Total cost of goods for this group
• Profit -- Revenue minus Cost
• Margin -- Profit as a percentage of Revenue

Click any column header to sort the table by that column. Click again to reverse the sort order. This makes it easy to find your top sellers (sort by Revenue descending) or your worst margins (sort by Margin ascending).

The transaction ledger is a paginated list of every individual inventory transaction that contributes to your COGS data. It provides the raw detail behind the summary numbers.

• Each row shows: date, transaction type, item name, quantity, unit cost, total cost, and any reference or notes
• Filter by transaction type (Purchase, Sale, Work Order Usage, Adjustment) to see only specific kinds of movements
• Filter by item to see all transactions for a specific inventory item
• Filter by date range (inherits the main report range but can be narrowed further)
• The ledger is paginated for performance -- use the page controls at the bottom to navigate through large transaction histories

This is your audit trail. Every cost entry that affects your COGS report has a corresponding transaction record in the ledger, so you can always trace a number back to its source.

Sometimes you need to record a cost or revenue event that did not happen through the standard inventory or work order flow. The manual transaction form lets you log these directly into the COGS system.

Click Add Transaction in the transaction ledger toolbar to open the form. Choose from four transaction types:

• Purchase -- Record an inventory purchase. Select the item, enter quantity and unit cost. This increases your stock and adds to your cost basis.
• Sale -- Record a direct sale. Select the item and quantity sold. Revenue is calculated from the item's sale price; cost is calculated from its unit cost.
• Work Order Usage -- Record material consumed during a repair job. Select the item, enter the quantity used, and optionally link to a work order by reference number.
• Adjustment -- Record inventory corrections, write-offs, or other movements that affect cost but are not a purchase or sale. Use notes to explain the reason.

Form fields for all transaction types:

• Item -- Search and select from your inventory using the item picker
• Quantity -- Number of units involved in this transaction
• Unit Cost -- Cost per unit (pre-filled from the item's unit cost but can be overridden)
• Reference -- Optional reference number (e.g. PO number, invoice number, work order ID)
• Notes -- Optional free-text notes explaining the transaction
• Date -- Defaults to today but can be backdated if you are recording a past event