Reports & Analytics
Financial statements, ledgers and account statements, aging, depreciation and budgets, plus sales, purchasing, inventory, customer and CRM reports, and a report builder for your own analysis.
30 articles
Getting started with reports
How reports work - filters, totals and export
Every fixed report shares one layout. Learn how the date range and filters work, how totals and pages are calculated, and how to export a report to Excel or PDF.Build your own report with the report builder
Pick an entity, choose columns, add filters, totals and grouping, then run, save, share or export the result without waiting for a custom report.
Financial statements
Read the trial balance
Check that the books balance and see every account's opening balance, period movement and closing balance, with an optional comparison to a prior period or year.Read the income statement (profit and loss)
See revenue, cost of sales, expenses, financing costs and income tax for a period, down to gross profit and net profit, with an optional prior-period comparison.Read the balance sheet
See assets, liabilities and equity on any date, including the profit not yet closed for the year, and check that both sides balance.Read the cash flow statement
See where cash came from and where it went in a period, split into operating, investing and financing activities, and reconcile it with your opening and closing cash.Review balances by account group (Financial Statements report)
The Financial Statements report rolls every account up the chart of accounts, so you can see the movement of each main group and sub-group for a period.Use the general ledger report
Run the general ledger as a summary of every account with movement, or pick one account to see each entry with a running balance.
Statements, aging and vouchers
Print a detailed account statement
List every movement of one account for a period, with its opening balance, running balance and closing balance, and filter by payment method or user.Send a customer a statement of account
Produce a customer's statement for any period, with opening balance, every invoice, payment and return, the running balance and an aging summary, ready to send as a PDF.Check and reconcile a supplier statement
List every purchase invoice, payment and return on a supplier's account for a period, with the running balance, and send or compare the statement with the supplier's own.See who owes you, and whom you owe, by age
The aged receivables and aged payables reports split each customer's and supplier's open balance by how long it is overdue, so you can chase the oldest debts first and plan payments.List receipt and payment vouchers
Review every cash receipt voucher and every payment voucher recorded in a period, by branch, account, user or manual receipt number, and reconcile them with your cash box.
Depreciation and budgets
Depreciation reports - register, valuation, expense and schedule
One screen gives four views of your fixed assets - the register with net book values, the valuation by category, the depreciation expense of a period and the year-by-year schedule of one asset.Plan a budget and compare it with actual results
Create a budget for a fiscal year, spread it by account and month, take it through submission, approval and activation, and track budget against actual as the year goes on.
Sales reports
Consolidated sales, detailed sales and detailed returns
Review sales one invoice per row, one item line per row, or one returned line per row, with filters by branch, customer, point of sale, warehouse and item.Compare branch sales and delivery collections
See net sales after returns for each branch, with and without tax, and follow each delivery user's invoices, discounts and amounts collected.Find your best sellers, most profitable items and peak hours
Rank items by quantity sold or by profit, see best sellers within a category, check the average selling price of each item and find the hours when customers buy most.Track month-by-month sales growth of your items
The Item Growth Rate report shows each item's sales value for every month of a year and the growth from one month to the next, with charts that reveal seasons and trends.Check which items are on a price list, and which are missing
Compare each item's list price with its main sale price, and find the items that are not on a price list yet, filtered by availability in your branch.Review a sales representative's transactions, tickets and invoices
Open any sales representative's profile to see the invoices they issued, the payments, discounts, returns and settlements they recorded, and the support tickets they opened.
Purchasing and inventory reports
Review purchased items and purchase returns
List every item line you bought, and every line you returned to a supplier, with quantities, prices, discounts, tax and totals for a period.Plan reorders with average daily, weekly and monthly sales
Three reports divide the quantity each item sold in a period by the number of days, weeks or months, so you know how much to reorder and how long your stock will last.Value your inventory at cost
The Inventory Calculations report lists every item in stock with its quantity, cost, retail price and total value, by branch and warehouse, for month-end stock figures.Check stock levels - available, out-of-stock and units
List the items you have in stock with their value, the items that have run out or gone negative, and the units, barcodes and conversion factors set up for each item.Trace an item's movements with the item card
The item card lists every stock movement of one item in a period, with the balance before the period, a running balance after each movement and the final balance.Audit manual quantity changes (Stock Count Report)
Every manual change to an item's quantity is logged. The Stock Count Report lists them with the quantity before and after, the difference, its cost value and who made it.Follow item transfers and warehouse load times
List every item transfer into or out of your branch with who sent and received it, and measure how long warehouses take to load withdraw orders compared with the expected time.
Customer and CRM reports
Find inactive customers and track customer buying trends
List the customers who bought nothing in a period, with their last purchase date and lifetime purchases, and follow month by month how much a customer buys of each item.Forecast sales from the pipeline and measure lead sources
The Sales Forecast weights every open opportunity by the probability of its stage. Lead Sources shows, for each source, how many leads became deals, the revenue won and the return on campaign spend.
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