How do I export sales reports and GSTR-1 tax data?

Sales History & Reporting

The Sales History module logs all completed orders (orders marked as Shipped or Delivered across both in-store POS and online sales). From here, you can generate comprehensive sales spreadsheets and tax compliance exports.

Exporting General Sales Reports (Excel / CSV)

1. Go to Sales History from your sidebar.
2. Apply Filters: Filter by date range (e.g. This Month, Last 7 Days), sales channel (POS vs Online), or payment method.
3. Click the Export Sales Report button in the top action bar.
4. StoreYug generates and downloads an Excel file containing:
   • Order Receipt Number and Date
   • Customer Name and Phone Number
   • Product titles, variant details, and quantities sold
   • Gross amount, discounts, shipping charges, and total payable amount
   • Payment method and fulfillment channel

Exporting GSTR-1 Tax Reports for GST Filing

For GST-registered businesses, filing monthly or quarterly returns requires specific tax breakdowns. StoreYug features a dedicated GSTR-1 Exporter:

1. In Sales History, select your target filing month (e.g. This Month).
2. Click the Export GSTR-1 button.
3. StoreYug formats the data into GST-compliant columns:
   • Taxable Value per invoice
   • Applicable Tax Rate (0%, 5%, 12%, 18%, 28%)
   • CGST, SGST, and IGST breakdowns
   • Place of Supply (State Code)
   • B2B (with buyer GSTIN) and B2C sales separation
4. Send the downloaded spreadsheet directly to your chartered accountant or upload it to the GST portal!