Finding your reports in the new reporting tool
If you've been using Helcim for a while, you may have noticed that our reporting tool got a major upgrade. The old reports you relied on haven't disappeared — they've just been rebuilt into a more flexible system where you choose the data you want to see.
This article maps your familiar reports to their equivalents in the new tool, and walks you through how to recreate them.
How the new reporting tool works
Instead of a fixed list of named reports, the new tool gives you a smaller set of report types that you customize using columns and filters. Think of it as building your own view rather than picking from a menu.
The old reports can be found in four new reports:
Product Sales — for inventory and sales performance data
Transaction Details — for invoice and payment records
Business Overview — for a high-level summary of your sales activity
Tax — for tax collected across your transactions
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New reporting matrix
Product sales reports
Use the Product Sales report type for anything related to your products, inventory, or sales performance. Select the columns below to match the report you used to run.
Old report | Columns to select | Filter required |
|---|---|---|
Goods Sold | Invoice • Name • SKU • Units Sold • Price • Net Sales | None |
Product Inventory | Type • Name • SKU • Brand • Total Cost of Goods Sold • Stock on Hand | None |
Top Selling – Products & Services | Name • SKU • Units Sold • Net Sales • Total Cost of Goods Sold | None |
Top Selling – Brand | Name • Units Sold • Brand • Net Sales • Total Cost of Goods Sold | Brand |
Top Selling – Category | Name • Units Sold • Category • Net Sales • Total Cost of Goods Sold | Category |
Top Grossing – Products & Services | Name • SKU • Units Sold • Net Sales • Total Cost of Goods Sold | None |
Top Grossing – Brand | Name • SKU • Units Sold • Brand • Net Sales • Total Cost of Goods Sold | Brand |
Top Grossing – Category | Name • SKU • Units Sold • Category • Net Sales • Total Cost of Goods Sold | Category |
Transaction details reports
Use the Transaction Details report type for anything related to invoices, payments, and customer records.
Old report | Columns to select | Filter required |
|---|---|---|
Invoices – Line Item Detail | Default view | None |
Invoices Gross Income Detail | Transaction ID • Invoice No. • Date • Customer • Tax • Tip • Amount | None |
Credit Card Detail | Transaction ID • Invoice No. • Date • Payment Method • Amount • Tip • Tax • Customer • Account/Card No. | None |
Taxes Invoice Level | Transaction ID • Invoice No. • Date • Status • Invoice Amount • Tax Amount | None |
Business overview reports
Use the Business Overview report type for a daily snapshot of your sales activity. The default view covers everything — no column selection needed.
Old report | What to do |
|---|---|
Daily Sales | Open Business Overview — the default view matches this report |
Credit Card Summary | Open Business Overview — the default view matches this report |
Tax reports
Use the Tax report type to review tax collected. The default view covers everything — no column selection needed.
Old report | What to do |
|---|---|
Taxes Summary | Open Tax — the default view matches this report |
Returning to the legacy dashboard
If you are in the middle of bookkeeping, running a tight deadline, or just need to see your data the old way, you can easily switch back by looking at the top right hand corner of your Reporting page and click the Go to old reporting button.
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FAQs
Why did the old reports change?
We rebuilt our reporting tool from the ground up to give you more control over the data you see. Instead of a fixed list of reports, you can now customize your view by selecting the columns that matter most to your business.
Can I save a custom report so I don't have to rebuild it every time?
You don't have to. The new reporting tool automatically remembers the columns you've turned on or off and the dates you last selected, so your view will be exactly as you left it the next time you log in.