Reports
Generate financial and operational reports to track your business performance.
Available Reports
Sales Reports
- Sales by Period: Total sales grouped by day, week, month, or year
- Sales by Customer: Revenue breakdown per customer
- Sales Total: Aggregate sales with filtering options
Debtor Reports
- Debtors by Amount: Outstanding balances ranked by amount owed
- Debtors by Aging: Unpaid invoices grouped by age (30, 60, 90+ days)
- Debtors Owing by Customer: Detailed breakdown per customer
Profit Reports
- Invoice Profit: Revenue minus product costs per invoice
- Biller Total: Revenue grouped by biller
- Biller by Customer: Cross-reference of billers and customers
Product Reports
- Products Sold Total: Quantity and revenue per product
- Products Sold by Customer: Which customers buy which products
Using Reports
- Go to Reports in the navigation
- Select a report from the list
- Set date ranges and filters as needed
- Reports with charts will render automatically using your data
Charts
Most reports include interactive charts powered by ApexCharts:
- Bar charts for comparisons
- Line charts for trends over time
- Pie/Donut charts for distribution
- Hover over chart elements for detailed tooltips
Exporting Reports
Report data can be exported:
- View the report table on screen
- Use browser print for a PDF/paper copy
- Copy-paste data into spreadsheet applications for further analysis