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Reports

Reports Overview

Reports give you a complete overview of your business performance. They help you analyze sales, purchases, stock, expenses, and other important business data.

How to View Reports

  1. Go to Reports
  2. Select the report you want to view

Many reports include filters that allow you to narrow down data and analyze your business more effectively.

1. Purchase & Sale Report

This report provides a summary of purchases and sales, including:

  • Total purchases
  • Purchases including tax
  • Outstanding purchase dues
  • Total sales
  • Sales including tax
  • Outstanding sales dues

2. Tax Reports

Tax reports show:

  • Input Tax (tax paid on purchases)
  • Output Tax (tax collected on sales)

These reports help with tax tracking and compliance.

3. Contacts Report (Customers & Suppliers)

This report displays purchase and sales details for all customers and suppliers, along with outstanding balances.

  • A positive due amount means payment is expected from the contact
  • A negative due amount means payment is owed to the contact

4. Stock Report

The stock report provides details of current inventory, including:

  • Available stock quantity
  • Total quantity sold for each product

5. Variable Products

  • Click the green plus (+) button next to the SKU to view stock details for each product variation

Stock Value by Purchase and Sales Price

Within the stock report, you can also view:

  • Current stock value based on purchase price
  • Current stock value based on selling price

6. Product Stock History (Date-wise)

To track stock movement over time:

  • Use the Product Stock History link in the stock report
  • View stock changes based on selected dates

This report helps identify high-demand products.
You can apply filters such as:

  • Business location
  • Product category and sub-category
  • Brand and unit
  • Date range
  • Number of products (Top 5, Top 10, or any custom number)

7. Expense Report

The expense report helps analyze:

  • Expenses by business location
  • Expenses by category

8. Register Report

This report shows details of all registers.
You can filter registers by:

  • User
  • Status (Open or Closed)

9. Sales Representative Report

This report displays:

  • Sales data
  • Expense data for sales representatives

Filters available:

  • User
  • Business location
  • Date range

Grouping Invoices in Product Sell Report

Invoices can be grouped for easier analysis.

How to View Grouped Invoices

  1. Go to Reports > Product Sell Report
  2. Click the Grouped tab

Grouping Criteria

Invoices are grouped by:

  • Date
  • Product name

Example:
All sales of a specific product on the same day appear in one row. Sales of the same product on different dates appear in separate rows.

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