Reports

The Reports module of the system provides comprehensive reporting capabilities to help users analyze various aspects of their business operations. This module includes a variety of report types, each offering valuable insights into financial performance, inventory management, sales trends, and more. Below is a detailed guide on how to access and interpret each type of report within the Reports module.

1. Profit/Loss Report

The Profit/Loss Report provides a summary of the organization’s financial performance over a specified period, showing total income, expenses, and net profit or loss.

• View Profit/Loss Report: Access the report to see income, expenses, and net profit/loss.
• Filter by Date Range: Select specific start and end dates to view the report for a particular period.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

2. Purchase & Sale Report

The Purchase & Sale Report offers a detailed overview of all purchase and sale transactions within a specified period.

• View Purchase & Sale Report: See all purchases and sales with details such as transaction date, amount, and involved parties.
• Filter by Date Range: Select specific start and end dates to view transactions for a particular period.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

3. Tax Report

The Tax Report provides a summary of all tax-related transactions, including taxes collected on sales and taxes paid on purchases.

• View Tax Report: Access details of taxes collected and paid.
• Filter by Date Range: Select specific start and end dates to view tax transactions for a particular period.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

4. Supplier & Customer Report

The Supplier & Customer Report offers insights into transactions with suppliers and customers, including total amounts purchased from suppliers and sold to customers.

• View Supplier & Customer Report: See all transactions with suppliers and customers.
• Filter by Date Range and Entity: Select specific start and end dates, and filter by supplier or customer to narrow down the report.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

5. Customer Groups Report

The Customer Groups Report provides a breakdown of sales and transactions by customer groups.

• View Customer Groups Report: Access details of transactions grouped by customer segments.
• Filter by Date Range and Group: Select specific start and end dates, and filter by customer group to narrow down the report.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

6. Stock Report

The Stock Report provides an overview of current inventory levels, including quantities and values of products in stock.

• View Stock Report: See details of all items currently in stock.
• Filter by Date Range and Product: Select specific start and end dates, and filter by product to narrow down the report.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

7. Stock Adjustment Report

The Stock Adjustment Report offers a detailed overview of all stock adjustments made, including reasons for adjustments and quantities adjusted.

• View Stock Adjustment Report: See all stock adjustment transactions.
• Filter by Date Range and Reason: Select specific start and end dates, and filter by reason for adjustment to narrow down the report.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

8. Trending Products Report

The Trending Products Report highlights the best-selling products over a specified period, providing insights into product popularity and sales trends.

• View Trending Products Report: Access details of top-selling products.
• Filter by Date Range and Category: Select specific start and end dates, and filter by product category to narrow down the report.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

9. Items Report

The Items Report provides a detailed overview of all products and their movements, including purchases, sales, and stock adjustments.

• View Items Report: See details of all product transactions.
• Filter by Date Range and Product: Select specific start and end dates, and filter by product to narrow down the report.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

10. Product Purchase Report

The Product Purchase Report offers insights into product purchases, including quantities purchased, suppliers, and purchase dates.

• View Product Purchase Report: See details of all product purchase transactions.
• Filter by Date Range and Product: Select specific start and end dates, and filter by product to narrow down the report.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

11. Product Sell Report

The Product Sell Report provides an overview of product sales, including quantities sold, customers, and sale dates.

• View Product Sell Report: Access details of all product sale transactions.
• Filter by Date Range and Product: Select specific start and end dates, and filter by product to narrow down the report.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

12. Purchase Payment Report

The Purchase Payment Report offers a detailed overview of all payments made for purchases, including payment dates, amounts, and suppliers.

• View Purchase Payment Report: See all purchase payment transactions.
• Filter by Date Range and Supplier: Select specific start and end dates, and filter by supplier to narrow down the report.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

13. Sell Payment Report

The Sell Payment Report provides a summary of all payments received for sales, including payment dates, amounts, and customers.

• View Sell Payment Report: See all sell payment transactions.
• Filter by Date Range and Customer: Select specific start and end dates, and filter by customer to narrow down the report.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

14. Expense Report

The Expense Report offers an overview of all expenses incurred by the organization, categorized by expense type.

• View Expense Report: Access details of all expense transactions.
• Filter by Date Range and Category: Select specific start and end dates, and filter by expense category to narrow down the report.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

15. Register Report

The Register Report provides details of all cash register transactions, including opening and closing balances, cash movements, and register status.

• View Register Report: See all register transactions.
• Filter by Date Range and Register: Select specific start and end dates, and filter by register to narrow down the report.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

16. Sales Representative Report

The Sales Representative Report offers insights into the performance of sales representatives, including total sales, targets achieved, and commissions earned.

• View Sales Representative Report: Access details of sales representative performance.
• Filter by Date Range and Representative: Select specific start and end dates, and filter by sales representative to narrow down the report.
• Export Report: Download the report in various formats such as PDF or Excel.
• Print Report: Print a hard copy of the report.

17. Activity Log

The Activity Log provides a detailed record of all actions and changes made within the system, including user activities, system updates, and data modifications.

• View Activity Log: See all logged activities with details such as date, user, and action performed.
• Filter by Date Range and User: Select specific start and end dates, and filter by user to narrow down the log.
• Export Log: Download the activity log in various formats such as PDF or Excel.
• Print Log: Print a hard copy of the activity log.