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Reports

Analytics, financial summaries, and exportable reports for every area of your business.

Where: Sidebar → Reports (hover to open report submenu)
NoteEach report requires a specific permission. If you don't see a report in the menu, ask your administrator to grant access.

Using Reports

  1. Hover over Reports in the sidebar to open the secondary menu.
  2. Select the report you need.
  3. Set date range, warehouse, and other filters.
  4. Click Filter or Submit to generate results.
  5. Export to PDF or Excel where available.

Screenshot: Reports submenu and sample report with filters

Financial Reports

ReportWherePermissionDescription
Profit & LossSidebar → Reports → Profit and LossReports_profitIncome vs expenses over a period
Expenses ReportSidebar → Reports → Expense Reportexpenses_reportExpense breakdown by category
Deposits ReportSidebar → Reports → Deposits Reportdeposits_reportDeposit history by category
Payment SalesSidebar → Reports → Payments → SalesReports_payments_SalesCustomer payments received
Payment PurchasesSidebar → Reports → Payments → PurchasesReports_payments_PurchasesSupplier payments made
Payment Sales ReturnsSidebar → Reports → Payments → Sales ReturnReports_payments_Sale_ReturnsRefunds to customers
Payment Purchase ReturnsSidebar → Reports → Payments → Purchases ReturnReports_payments_purchase_ReturnRefunds from suppliers

Sales Reports

ReportWherePermissionDescription
Sales ReportSidebar → Reports → Sales ReportReports_salesAll sales with totals and filters
Product Sales ReportSidebar → Reports → Product Sales Reportproduct_sales_reportSales broken down by product
Top Selling ProductsSidebar → Reports → Top Selling ProductsTop_productsBest-selling products ranked
Top CustomersSidebar → Reports → Top CustomersTop_customersHighest-spending customers
Customers ReportSidebar → Reports → Customers ReportReports_customersCustomer summary with balances
Customer DetailSidebar → Reports → Customers Report → customer detailReports_customersFull statement for one customer

Purchase Reports

ReportWherePermissionDescription
Purchase ReportSidebar → Reports → Purchases ReportReports_purchaseAll purchases with totals
Product Purchases ReportSidebar → Reports → Product Purchases Reportproduct_purchases_reportPurchases by product
Providers ReportSidebar → Reports → Suppliers ReportReports_suppliersSupplier summary with balances
Supplier DetailSidebar → Reports → Suppliers Report → supplier detailReports_suppliersFull statement for one supplier

Inventory Reports

ReportWherePermissionDescription
Stock ReportSidebar → Reports → Stock Reportstock_reportCurrent stock levels by product
Stock DetailSidebar → Reports → Stock Report → stock detailstock_reportStock movement for one product
Quantity AlertsSidebar → Reports → Product Quantity AlertsReports_quantity_alertsProducts below stock alert level
Warehouse ReportSidebar → Reports → Warehouse ReportWarehouse_reportStock summary by warehouse
Inventory ValuationSidebar → Reports → Inventory Valuationinventory_valuationTotal inventory value at cost
Product ReportSidebar → Reports → Product Reportproduct_reportProduct performance overview
Product DetailSidebar → Reports → Product Report → product detailproduct_reportDetailed report for one product

User Reports

ReportWherePermissionDescription
Users ReportSidebar → Reports → Users Reportusers_reportUser activity summary
User DetailSidebar → Reports → Users Report → user detailusers_reportSales and activity for one user
TipUse date range filters consistently when comparing reports. Export to Excel for further analysis in spreadsheet software.