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Consolidated Reports Across Every Store: One Screen for All Branches

Level Intermediate Role Owner Module Laporan Gabungan About 10 minutes
Updated

Running two stores is good news. Reading the financial condition of two stores, without the right tool, turns into work you do twice — log into Store A, jot down the numbers, log out, log into Store B, jot them down again, then compare manually in your head or in a separate spreadsheet. The more branches you add, the longer that ritual gets, and the more room there is to mis-copy a number.

Automan closes that ritual with one screen: Consolidated Reports, in the Account Panel. Not inside any single Store App — one level above it, where every store on your subscription is already registered under one account. Six standard financial tabs sit there in a row: Summary, Profit & Loss, Cash Flow, Pocket Balances, Receivables & Payables, and Consolidated GL — every one of them readable across all your stores combined, or filtered down to a single store, without switching screens.

What makes it feel fast is not just that the data is already gathered — it is that switching store scope does not trigger a reload. Each store’s data is prepared ahead of time, so you can jump from combined to Store A to Store B in a handful of clicks — usable live in a meeting, not just a report someone prepared the night before.

One thing worth knowing upfront: the feature has a condition. Only stores on a paid plan count toward it — stores on the Lite plan are excluded, and the page flags this clearly so you are not left wondering why one store is missing from the combined figures. This is not an arbitrary restriction; it is a reasonable line between a single store’s light reporting and a cross-branch consolidation that genuinely needs deeper data underneath it.

This tutorial walks you from signing into the Account Panel, through understanding the store-scope picker that the whole page hinges on, to the one tab whose logic is deliberately different from the rest — Pocket Balances, which shows the position right now rather than movement over a date range.

Note

UI screenshots for this tutorial are on their way. You can still follow the guide through the menu, button, and field names given in each step.

Before you start

  • One Automan account with more than one Store App on a paid plan. Stores on the Lite plan are excluded from consolidated reports.
  • You can already sign in to the Account Panel — the level above the Store App you use for day-to-day transactions.

Steps

  1. Confirm this is actually your situation

    Consolidated reports only appear once your account holds more than one Store App on a paid plan. A store still on the Lite plan is excluded — its chip carries a note (in Indonesian, the app's interface language): "Toko paket Lite belum termasuk laporan gabungan" ("Lite-plan stores are not yet included in the consolidated report"). If you run a single store, this page is not for you — a single store already has its own complete reports inside its own Store App.

  2. Sign in to the Account Panel, not a Store App

    This is different from almost every other report in Automan, which you open from inside a store. Consolidated reports live one level above that, in the Account Panel where all your Store Apps are registered under one account. Look for "Laporan Gabungan" ("Consolidated Reports") in the sidebar. The page greets you with the same title as its heading, "Laporan Gabungan", and a small note underneath: "Laporan Gabungan tersedia untuk toko berlangganan" ("Consolidated reports are available for subscribed stores").

  3. Get to know the store-scope picker at the top

    Before touching any tab, look at the control sitting above the page. That is where you choose scope: combined (every store summed into one figure) or a single specific store. This is not a cosmetic filter — whatever scope you pick here applies to the entire content of the active tab: every card, table, and chart on it.

  4. Switch scope as often as you like — nothing reloads

    This is what makes the page usable live, in a meeting: flip from combined to Store A, then to Store B, then back to combined — everything renders instantly, with no blank screen waiting for data. Each store's data has already been fetched and cached on your screen, so changing scope is just a matter of re-displaying it, not re-fetching it.

  5. Read the Summary tab first, then go deeper on the tabs that follow

    Ringkasan ("Summary") is the first tab, built to be skimmed in seconds before you decide what to investigate. The next four tabs — Laba Rugi ("Profit & Loss"), Arus Kas ("Cash Flow"), Saldo Kantong ("Pocket Balances"), and Piutang & Utang ("Receivables & Payables") — each dissect one side of the financial picture, and every one of them follows the store scope you picked in the previous step.

  6. Profit & Loss and Cash Flow answer questions over a date range

    These two tabs work with a date filter, the way financial reports normally do — compare Store A's profit against Store B's this month, or read the combined cash movement for last week. You compare branch performance without opening and closing each Store App one at a time.

  7. Pocket Balances works differently — this is the position right now, not a date range

    This is the one tab that does not follow the date-range pattern the others use. Saldo Kantong ("Pocket Balances") shows the current cumulative position in every pocket — cash drawer, bank account, e-wallet — across the stores in your scope. The question it answers is not "how much came in this month" but "how much is there right now", so do not be surprised when changing the date filter on another tab leaves this one untouched.

  8. Receivables & Payables and Consolidated GL for the fullest picture

    Piutang & Utang ("Receivables & Payables") gathers who owes which store and which store owes whom, merged across branches. Konsolidasi GL ("Consolidated GL", i.e. Neraca Konsolidasi — "Consolidated Balance Sheet") is the heaviest one: assets, liabilities, and equity for every store rolled into a single balance sheet. Open this tab when you need the full picture, not just a daily check.

  9. If a tab stalls, there are buttons for that — do not close and restart from scratch

    An expired session or a shaky connection can occasionally make one tab fail to load. Before blaming the page, check the buttons on offer: "Muat Ulang" ("Reload") to refresh the current tab's data, "Coba Lagi" ("Try Again") to retry a failed request, or "Login Ulang" ("Log In Again") if your Account Panel session has actually expired.

What you end up with

The financial condition of every subscribed store reads from one Account Panel screen — combined or per store, switching scope with no reload delay — with no need to log into each Store App separately.

If something goes wrong

My store is missing from the scope picker

It is most likely still on the Lite plan — consolidated reports deliberately exclude Lite stores, and the store's chip flags this explicitly. If the store is on a paid plan and still missing, confirm it is registered under the same Account Panel login you are currently using.

I switched scope but the numbers look unchanged

Check first whether you happen to be comparing two stores with genuinely similar financials — that can be a real coincidence, not a bug. If you are confident the figures should differ noticeably, open the same tab for each store one at a time to confirm.

Why does Pocket Balances stay the same when I change the date filter?

Because Pocket Balances is not a date-range report to begin with. It always shows the current cumulative position rather than movement within a period — the date filter on other tabs does not apply to this one.

The page shows an error or an expired session

Use the buttons offered on screen: "Muat Ulang" ("Reload") or "Coba Lagi" ("Try Again") for a data-loading problem, "Login Ulang" ("Log In Again") if your Account Panel session has expired.

I only need one store's numbers — why open the consolidated report at all

You do not have to — pick a single store in the scope selector instead of combined. But if that store is on the Lite plan, its full report still has to be read from inside its own Store App, not from here.

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