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

  1. Go to Reports in the navigation
  2. Select a report from the list
  3. Set date ranges and filters as needed
  4. 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