# Reports and MIS — Octyn Fuel Station Help

> Octyn reports and MIS: the owner's cockpit, daily trends, eight ready-made reports, outlet comparisons and your own reports.

Canonical: https://octynerp.com/help/reports-mis

# Reports and MIS: the cockpit, trends, the library and your own reports

[Watch the video](https://www.youtube-nocookie.com/embed/iaN_S2wlwxE?rel=0)

Octyn reports and MIS: the owner's cockpit, daily trends, eight ready-made reports, outlet comparisons and your own reports.

Video **6 min** Updated **14 November 2026** For **Owner, manager or accountant** Tutorial **37 of 39**

## 01 The cockpit

What needs attention today, and how the day is going, across outlets.

1.  Go to **Reports & MIS → Cockpit** and choose the **Outlet** (or all, consolidated) and the **As of** date.
2.  **Today** shows the day's sales, fuel litres, margin and net profit, each against the day before. Pick an earlier **As of** date to see how any past day went.
3.  **Sales over time** charts the days before it: switch between **Sales**, **Litres**, **Margin** and **Collections**, over **7d**, **14d** or **30d**. It is drawn from the end-of-day record Octyn takes every night.
4.  **Needs attention** lists every exception, worst first — a low OMC balance, low stock, calibration due, returns due, expiring stock, expiring licences. Choose one to open the screen where it is cleared.
5.  **Where it stands** is the position of the business: cash and bank, what customers owe you, what you owe, and stock value. A position, not a period — these do not reset overnight.
6.  **What it was made of** breaks the day down: counter takings, collections by mode, and the top **Products** or **Attendants**.

## 02 Trends over time

One number, day by day, for any period.

1.  Open **Trends** and choose the **Metric** — sales, fuel litres, fuel or non-fuel value, margin, margin per litre, net profit, cash and bank, receivables, payables, stock value or collections.
2.  Choose the **Outlet** and **Period** to see where it is heading.
3.  The headline is the last day recorded with the daily average; beside it, the **Best day** and **Worst day**.
4.  **Day by day** charts every business day; **The figures** lists the same days as a table to search and export. Receivables and payables start from the first nightly record; the others go back as far as your records.

## 03 The report library

Ready-made reports, each with its own filters and exports.

1.  Open **Library**.
2.  **Sales by attendant** — who is actually selling; **Sales by shift** — which part of the day earns its keep.
3.  **Sales by product** — what moves and what sits; **Collections by mode** — how much of the takings was real money.
4.  **Price-revision P&L** — what each pump-price change made or cost you on the stock you were already holding.
5.  The library also links to reports that live elsewhere: P&L and margins, receivables and payables, position, day book, the CA pack, GST, the stock register, inventory, registers, returns, licences and calibration.

## 04 Comparison

Outlets against each other, or a period against another.

1.  Open **Comparison**. Under **Compare**, choose **Outlets against each other** or **This period against another**.
2.  Pick the **Metric** — sales value, volume, margin or margin per litre — and the **Period**. The ranking and the side-by-side chart show who leads; the table has the figures.

## 05 Build your own report

Any of Octyn's datasets, grouped the way you want.

1.  Open **Builder** and choose **1 · Which data** — for example Fuel sales (DSR), Expenses or Customer aging.
2.  Choose the period and how to group and total it, then **Run report**.
3.  Choose **Save as a view** and name it. Saved views are listed under Saved views and always run on fresh data.
4.  Open **Saved views** and choose **Run** on any view.

**Done.** The cockpit for today, trends for the direction, the library for the detail, and your own views for everything else. [Open it in Octyn](https://app.octynerp.com/reports/cockpit).

Related

[All tutorials Every step-by-step guide, with its video.](/help)[Guides Plain-language notes on running a fuel station well.](/guides)[Need a hand? Talk to the Octyn team.](/contact-us)