Using reports

Reports live under Reports in the left menu, grouped as Sales, Purchases, Inventory, and Accounts. Which reports you see depends on your role and company settings.

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How to run a report

1. Open Reports and choose a report
2. Set filters — typically date range, location, branch, and (where relevant) customer, supplier, product, or user
3. Apply or submit the filters to load results
4. Export to Excel or PDF when the toolbar offers it

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Sales reports

Report	Where	Use it for
Sales Summary	Reports > Sales > Sales Summary	Period sales totals
Sale Details	Reports > Sales > Sale Details	Line-level sale transactions
Transactions Export	Reports > Sales > Transactions Export	Exporting sale transactions
Invoice Transaction	Reports > Sales > Invoice Transaction	Invoice-level listing
Category Sales	Reports > Sales > Category Sales	Sales by product category
Payment Summary	Reports > Sales > Payment Summary	Payments collected
Payment Method Report	Reports > Sales > Payment Method Report	Breakdown by payment method
Sales Summary Report	Reports > Sales > Sales Summary Report	Additional sales summary view
Sales Type Summary	Reports > Sales > Sales Type Summary	Totals by sales type
Tips Report	Reports > Sales > Tips Report	Tips (typically POS)
Cancel Order Report	Reports > Sales > Cancel Order Report	Cancelled orders
Complimentary Report	Reports > Sales > Complimentary Report	Complimentary items
Delivery Note Report	Reports > Sales > Delivery Note Report	Delivery notes
Product Wise Sales	Reports > Sales > Product Wise Sales	Sales by product
Item Wise Sales	Reports > Sales > Item Wise Sales	Sales by item
Sales Person Summary	Reports > Sales > Sales Person Summary	Totals by salesperson
Sales Order DO Pending	Reports > Sales > Sales Order DO Pending	Orders still waiting for delivery
Sales Person Commission Details	Reports > Sales > Sales Person Commission Details	Commission by salesperson
Void Summary Report	Reports > Sales > Void Summary Report	Voided sales
Target Vs Sales	Reports > Sales > Target Vs Sales	Targets compared with actual sales
Sales Forecast	Reports > Sales > Sales Forecast	Forward-looking sales
Hourly Sales	Reports > Sales > Hourly Sales	Sales by hour of day
Sales Order Report	Reports > Sales > Sales Order Report	Sale order listing
Day Summary Report	Reports > Sales > Day Summary Report	Day-wise sales summary

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Purchase reports

Report	Where	Use it for
Purchase Summary	Reports > Purchases > Purchase Summary	Period purchase totals
Purchase Details	Reports > Purchases > Purchase Details	Line-level purchases
Purchases Report	Reports > Purchases > Purchases Report	Purchase listing
Purchase Order Report	Reports > Purchases > Purchase Order Report	Purchase orders
Purchase Order Details	Reports > Purchases > Purchase Order Details	PO line detail
GRN Report	Reports > Purchases > GRN Report	Goods received
Stock Forecast	Reports > Purchases > Stock Forecast	Expected stock from purchasing

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Inventory reports

Report	Where	Use it for
Item Wise Stock Report	Reports > Inventory > Item Wise Stock Report	On-hand stock by item
Periodic Stock Report	Reports > Inventory > Periodic Stock Report	Stock over a period
Stock Movement Report	Reports > Inventory > Stock Movement Report	In and out movements
Item History Report	Reports > Inventory > Item History Report	History for an item
Item History With Product	Reports > Inventory > Item History With Product	History including product detail
Brand Wise Stock Movement	Reports > Inventory > Brand Wise Stock Movement	Movement by brand
Customer Wise Stock Report	Reports > Inventory > Customer Wise Stock Report	Stock related to customers
Stock Details Expiry Date	Reports > Inventory > Stock Details Expiry Date	Stock approaching expiry
Inventory Transfer Report	Reports > Inventory > Inventory Transfer Report	Stock transfers
Stock Adjustment Type Report	Reports > Inventory > Stock Adjustment Type Report	Stock adjustments
Item Wise Stock Movement	Reports > Inventory > Item Wise Stock Movement	Movement by item
Stock Summary Report	Reports > Inventory > Stock Summary Report	Stock totals
Delivery Note Report	Reports > Inventory > Delivery Note Report	Delivery notes from an inventory view

Live on-hand quantities are also on Products > Product Stock. See Viewing product stock.

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Accounts reports

Report	Where	Use it for
Profit & Loss	Reports > Accounts > Profit & Loss	Income and expenses for a period
General Ledger	Reports > Accounts > General Ledger	Account-wise ledger
Trial Balance	Reports > Accounts > Trial Balance	Debit/credit totals by account
Balance Sheet	Reports > Accounts > Balance Sheet	Assets, liabilities, and equity
Account Payable	Reports > Accounts > Account Payable	Amounts owed to suppliers
Account Receivable	Reports > Accounts > Account Receivable	Amounts owed by customers
Statement of Account	Reports > Accounts > Statement of Account	Statement for a customer or supplier
Day Book	Reports > Accounts > Day Book	Daily accounting activity
Day Book Detailed	Reports > Accounts > Day Book Detailed	Line-level day book
Cash in Hand	Reports > Accounts > Cash in Hand	Cash balances
Cash at Bank	Reports > Accounts > Cash at Bank	Bank balances

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What to do next

• Dashboards — live snapshots instead of a full report
• Chart of accounts
• What’s in Web Admin