VentasxMayor sends three automated reports by email to the recipients you choose. You configure them in the side menu, under Configuration → Reports. They are not downloaded from the platform: they arrive in the inbox on the day and at the time you set.
Step by step
- In the side menu, go to Configuration → Reports.
- Switch on the toggle for the report you want to receive.
- Fill in the send day and time (depending on the report).
- Under Recipients, type each email and press Enter to add it.
- Tap Send Preview to get a test run right away.
- Tap Save.
Weekly Manager Report
"Receive a comprehensive weekly summary including: total and average sales, new customers, top-selling products by quantity and revenue, high-turnover products with low stock, and canceled orders."
What it carries, with fixed content: - Sales: total sold, variation against the previous week, average ticket, total orders and voided orders. - Top 10 customers, with each one's amount. - Customers: newly registered, with a purchase, without a purchase, and the revenue they generated. - Standout products: the 5 best sellers by quantity and the 5 by revenue. - Top-selling categories. - Abandoned carts, with their total value and the products left inside. - Stock alert: out of stock, low stock, and high turnover with low stock. - ERP sync status, if you have one connected.
Fields: toggle, Send day (day of the week), Send time (24-hour format), Recipients and Send Preview.
Daily Stock Report
"Receive a detailed daily report including: out-of-stock products, low-stock products (configurable threshold), and high-turnover products that need urgent restocking."
Fields: toggle, Send time, Low stock threshold (a whole number; products at or below it count as low stock), Recipients and Send Preview.
If on a given day no product is out of stock or below the threshold, no email is sent that day. That is not a failure: there is simply nothing to report.
Abandoned Carts Report
It is daily and it tends to get overlooked. "Daily report of fresh (not stale) abandoned carts ranked by recovery probability, with contact info, recommended action (call/WhatsApp/email), and unconverted demand signals."
What it carries: the day's recoverable value, the carts ranked by recovery probability with the customer name, the products they left, a direct contact and a suggested action; recurring customers with an open cart; the breakdown by age; and the products with the most unconverted demand.
Fields: toggle, Send time, Freshness window ("Only carts with activity within this window will be included") with four options — Last 24, 48, 72 or 96 hours, defaulting to 72 —, Recipients and Send Preview.
How to get a sales report
The three reports above arrive by email and are not downloadable. For a report you can open, filter or send to your accountant, there are two outputs, both from the order list:
Sales report by product. Under Sales → Orders, filter the list by the date range you need and use the share icon in the toolbar. A spreadsheet called "Ventas de [your business] entre [date] y [date]" opens in a new tab, with one row per product and option: category, code/SKU, name, option, units sold, total billed before tax, available stock and orders. The first row also carries the period's total orders and total billed.
Order export. In the same list, the download icon (Export) downloads the orders matching the applied filter. Inside an open order there is also a button to export just that one.
Customer export. Under Sales → Customers, the share icon leads to the Export Customers screen, where you preview and choose between Export to Drive, Download CSV and Download Excel with Whatsapp. Per customer it carries: business name, contact, email, phone numbers, classification, city, province, sign-up date, last purchase, number of orders, amount, payment method, point of sale and cart status. The export runs in the background: you follow its progress from the task center.
For a full-year total, the route is the sales report by range: the Metrics screen caps queries at 2 months, the sales report does not.
What these reports are not
- They are not downloaded from the platform. They arrive by email to the configured recipients.
- The content is not customizable. Each report has its own fixed set of metrics.
- There is no monthly cadence. The options are weekly (day and time) and daily (time). You cannot schedule an automated monthly report.
- There is no breakdown by payment method. None of the three reports splits sales by how they were paid. The payment method does appear in the customer export.
- There is no report of who bought each product. The sales report by product tells you how much of each one sold, but not who bought it. For that you have to open the period's orders.
- There are no general threshold alerts. The only configurable threshold is the low stock one on the daily report.
If you cannot find it
- You do not see "Reports" in the menu: your user does not have the Reports permission, inside the Configuration card on the Managers screen.
- You only see two reports: scroll down the screen; the Abandoned Carts one is the third.
- The Metrics bell is grey even though you have reports active: that indicator only looks at the Weekly Report and the Daily Stock Report. If you only have the Abandoned Carts one switched on, it stays grey. The report is still sent.
- A report stopped arriving: check spam, verify that the addresses on file are valid, and use Send Preview to test.
Tips
- Before leaving a report active, send a preview and confirm it reaches the right inbox.
- Add several recipients so the same report reaches the manager, sales and the warehouse without manual forwarding.
- Set the low stock threshold with judgement: too high makes the email noisy and it gets ignored, too low tells you too late.
- Schedule the Weekly Report for a time when someone will actually read it, Monday morning with the previous week already closed, for example.