Reports

reports help you to get an overview of your entire business.

To view report click on Reports & Select the report you want to view.

Some Reports come filter relevant options to help you analyze your business better.

Purchase & Sale Report #

This report shows the total purchase, Purchase Including tax, Purchases with Dues 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. Positive Due amount indicates payment by contact, negative indicates payments to the contact.

Stock Report #

The stock report displays the stock details. With this, you can track the remaining stock and total sold quantity sold for all products.

For variable products – you can click on the Green Plus button before the SKU column to get details stock reports for each product variations.

Stock value by Purchase & sales price #

In the stock report, you can also get information about the current stock value based on their purchase price & value based on selling price. Check the below screenshot of stock report.

Tracking product stock report with date #

To check the product stock report datewise, use the ‘product stock history‘ link in the stock report.

  • This report helps you to determine the demand of the products.
  • You can apply different filters to filter the product.
  • 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 the top that amount of product. Using this you can view Top 5, Top10 or any number of top products.

Expense Report #

Expense report helps you to analyze expenses for business locations and also analyze based on expenses 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 Sales representative
  • Filter them with User, Business Location, Date Range

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