Reports help you to get an overview of your entire business.
To view a report, click on Reports & select the report you want to view.
Some reports come with relevant filter options to help you analyse your business better.
Purchase & Sale Report
This report shows the total purchase, Purchase Including tax, Purchases with Due amount; and Total Sale, Sale Including tax, Sale Due.
Tax Reports
Shows the Input & Output Taxes.
Contacts Report (Customers & Suppliers Reports)
This report shows the details of Purchase & Sell with all contacts (Suppliers & Customers) and also any Due amount. A positive Due amount indicates payment by the contact; a negative one indicates payment to the contact.
Stock Report
The stock report displays the stock details. With this, you can track the remaining stock and total quantity sold for all products.
For variable products – you can click on the Green Plus button before the SKU column to get detailed stock reports for each product variation.
Stock value by Purchase & sales price
In the stock report, you can also get information about the current stock value based on its purchase price & its value based on the selling price. Check the screenshot of the stock report below.
Tracking product stock report with date
To check the product stock report date-wise, use the ‘product stock history’ link in the stock report.
Trending Products Report
- This report helps you to determine the demand for the products.
- You can apply different filters to filter the products.
- Select a Business Location to view trends for a particular business location.
- Select Product Category, Sub-Category, Brands, Units, Date Range to filter them.
- Set “No. of products” to view that number of top products. Using this, you can view Top 5, Top 10 or any number of top products.
Expense Report
The expense report helps you to analyse expenses for business locations and also analyse them based on expense categories.
Register Report
View details of all registers and filter registers based on User and/or Status (Open or Closed).
Sales Representative Report
- View Sales and Expenses details of a sales representative
- Filter them with User, Business Location, Date Range.
Grouping Invoices in Product Sell Report
Invoices are grouped based on certain criteria in the product sell report for the user’s convenience.
Go to Reports > Product Sell Report and click the Grouped tab.
The criteria used for grouping invoices here are date and product name.
For example, all Butter Cookies sold today will be shown in one row, and Butter Cookies sold yesterday will be shown in another row. Similarly, for each product the invoices are grouped based on date and product.