Reports
All the views of the business — sales, inventory, and customer / supplier balances. Filterable, with PDF and Excel export wherever it makes sense.
Sales Reports
Reports → Sales
- By Product — units sold, revenue, margin per product over a date range
- By Customer — top customers and their revenue
- By Sales Rep — summary and detailed views per rep
- By Item by Sales Rep — deep cross-tab of who sold what
- By User — who created which invoices / POS sales
- Daily Summary — one row per day with totals
- Sales Summary — high-level totals for any range
- Sales Dashboard — top performers, trends, charts
Every report supports PDF export.
Inventory Reports
Reports → Inventory
- Valuation — what the stock on hand is worth at weighted-average cost
- Low Stock — products at or below their reorder level (your buying list)
- Stock Movement — every in / out for a product or warehouse
- Dead Stock — items with no movement in a chosen period
- Summary — totals per warehouse and category
- Stock Sheet — printable count sheet with filters by branch, warehouse, category, and product range; Excel export
Ledger Reports
Reports → Ledgers
Customer Ledger
Every transaction for a customer — invoices, payments, credit notes, rebates — with running balance. Use this to produce customer statements. PDF and Excel export.
Supplier Ledger
Every transaction for a supplier — POs, GRVs, invoices, payments, returns, debit notes — with running balance. PDF and Excel export.
Financial Reports
Found under the Accounting module, not Reports — but worth mentioning here too:
- Trial Balance
- Profit & Loss
- Balance Sheet
See the Accounting module page for detail.
POS Reports
POS has its own report set, restricted to admins and managers — see the POS module page for detail:
- POS Dashboard
- Sales Trends
- Cashier Performance
- Product Performance
Tips
- Filter first, print later: Every report supports date range, branch, and other relevant filters. Narrow the view before exporting.
- Use ledgers for statements: The Customer Ledger PDF is the easiest way to send a statement to a customer.
- Don't forget the dashboards: The sales dashboard, POS dashboard, and stock summary give the at-a-glance view managers usually want.