Reports Module
One unified reporting layer across your entire business
Access sales, purchase, accounting, inventory, CRM, POS, tax, and audit reports from a single dashboard — with filters, exports, permissions, and automation.
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Unified dashboard
All reports across modules with consistent filters and KPIs.
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Trends & comparisons
Period comparisons, growth analysis, and performance benchmarking.
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Audit & compliance
Permission-controlled, export-ready, audit-safe reports.
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Unified Reporting Dashboard
- ✓Centralized reports across all modules
- ✓Module-wise report categorization
- ✓Date, branch, warehouse & user filters
- ✓Quick KPI snapshot (sales, profit, stock value)
- ✓Save favorite reports for quick access
Single source of truth
- ✓Consistent numbers across modules
- ✓No separate reporting tools needed
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Sales Reports
- ✓Sales summary (daily / weekly / monthly)
- ✓Invoice-wise & POS sales reports
- ✓Cashier-wise & customer-wise sales
- ✓Product-wise & category-wise sales
- ✓Discount & tax collection reports
- ✓Sales return (credit note) reports
Revenue visibility
- ✓Track what sells, where, and by whom
- ✓Identify top customers & products
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Purchase Reports
- ✓Purchase summary & supplier-wise reports
- ✓Item-wise purchase analysis
- ✓Purchase return (debit note) reports
- ✓Input tax reports
- ✓Outstanding payables report
- ✓Supplier aging report
Cost & vendor control
- ✓Monitor vendor performance
- ✓Track outstanding liabilities
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Accounting & Financial Reports
- ✓Trial Balance, P&L, Balance Sheet
- ✓General Ledger & account-wise ledger
- ✓Cash book, bank book, day book
- ✓Outstanding receivable & payable reports
Finance-grade reporting
- ✓Audit-ready statements
- ✓Directly usable by accountants
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Inventory Reports
- ✓Stock summary & product-wise stock
- ✓Category & warehouse-wise stock
- ✓Stock movement & valuation (FIFO/Average)
- ✓Low stock & reorder reports
- ✓Expiry / batch-wise stock reports
Inventory intelligence
- ✓Spot slow movers & dead stock
- ✓Prevent stockouts
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CRM Reports
- ✓Lead funnel & conversion reports
- ✓Source-wise lead analysis
- ✓Sales rep performance reports
- ✓Follow-up completion reports
- ✓Opportunity pipeline & forecast reports
- ✓Customer activity & engagement reports
Sales effectiveness
- ✓Measure conversion efficiency
- ✓Identify top-performing reps
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POS & Cash Management Reports
- ✓Daily POS closing report
- ✓Shift-wise cashier report
- ✓Opening vs closing cash report
- ✓Cash difference / variance report
- ✓Payment mode summary
Cash discipline
- ✓Reduce cash leakage
- ✓Clear cashier accountability
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Tax & Compliance Reports
- ✓Sales & purchase tax summaries
- ✓Input vs output tax reports
- ✓Tax liability & period-wise reports
- ✓Compliance-ready export formats
Audit-ready compliance
- ✓Easy filing & reconciliation
- ✓Clear tax trails
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User, Role & Activity Reports
- ✓User activity log reports
- ✓Login & session reports
- ✓Action-wise audit trails
- ✓Edit / delete transaction logs
- ✓Approval history reports
Governance & control
- ✓Trace every action
- ✓Enterprise-grade auditability
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Custom & Dynamic Reports
- ✓Custom report builder (if enabled)
- ✓Column selection & reordering
- ✓Grouping & aggregation
- ✓Advanced filters
- ✓Save & reuse custom reports
Flexible analytics
- ✓Adapt reports to your business
- ✓No developer dependency
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Comparative & Trend Reports
- ✓Period comparison (MoM, YoY)
- ✓Growth & decline analysis
- ✓Trend visualization (tables/charts)
- ✓Performance benchmarking
Strategic insights
- ✓Spot trends early
- ✓Compare branches & periods
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Export & Sharing
- ✓Export to Excel & PDF
- ✓Print-ready layouts
- ✓Email / internal sharing (if enabled)
- ✓Audit-ready data exports
Share with confidence
- ✓Management-friendly formats
- ✓External audit support
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Scheduling & Automation
- ✓Scheduled report generation
- ✓Auto-email reports
- ✓Recurring daily/weekly/monthly reports
- ✓Alert-based reports (threshold triggers)
Set & forget
- ✓Automatic stakeholder updates
- ✓Exception-based alerts
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Permissions & Access Control
- ✓Role-based report visibility
- ✓Financial report restrictions
- ✓User-specific data scoping
- ✓Read-only vs export permissions
Secure analytics
- ✓No data leakage
- ✓Compliance-safe reporting
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Performance & Reliability
- ✓Optimized queries for large datasets
- ✓Background generation for heavy reports
- ✓Cached reports for faster access
- ✓Consistent data across modules
Enterprise scale
- ✓Handles high transaction volumes
- ✓No reporting slowdowns