Reports & Analytics
Make data-driven decisions - Access comprehensive reports on sales, purchases, inventory, and finances.
Overview
Reports help you understand your business performance, identify trends, and make informed decisions. The system provides extensive reporting capabilities covering all aspects of your operations.
Available Reports
Sales Reports
Sales summary, by product, by customer, by branch reports with detailed analytics
Purchase Reports
Purchase summary and supplier analysis
Inventory Reports
Stock levels, movements, and valuation
Financial Reports
Cash flow, receivables, payables, aging analysis
Detailed Report Types
Sales Reports
| Report Type | What It Shows |
|---|---|
| Sales Summary | Total sales revenue, quantity sold, average order value |
| Sales by Product | Individual product performance and best sellers |
| Sales by Customer | Customer purchasing patterns and top customers |
| Sales by Branch | Performance comparison across locations |
Financial Reports
| Report Type | What It Shows |
|---|---|
| Financial Dashboard | Overview of all key financial metrics |
| Receivables | Money owed by customers |
| Payables | Money owed to suppliers |
| Aging Analysis | Outstanding amounts by age (30, 60, 90+ days) |
Generating a Report
1
Access Reports
Go to Reports from main menu
2
Select Report Type
Choose the report you need (Sales, Purchase, Inventory, Financial)
3
Apply Filters
Select date range, branch, customer, product category, etc.
4
Generate & Export
View report and export to Excel/PDF for further analysis
Report Filters
Most reports support these filters:
- Date Range - Filter by specific time period
- Branch Selection - Single or multiple branches
- Customer/Supplier - Filter by specific entity
- Product Category - Filter by product type
- Status - Filter by transaction status
Exporting Reports
Export reports in multiple formats:
- Excel - For further analysis in spreadsheet software
- PDF - For sharing and printing
Pro Tip: Use Excel exports to create custom charts and pivot tables for deeper analysis.
Best Practices
Regular Reviews: Generate reports regularly to track business performance
Compare Periods: Compare current period with previous periods to identify trends