Reports

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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.