Reports
Use reports to view your company and financial information at a glance.
FINANCIAL
Detailed lists for you to review, or export and analyze...
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$get_permission_read = permission("profit_analysis", "read");
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Profit Analysis
How much I earned from each invoices?
Shows sales invoices with cost and profit for the selected date
SALES
Detailed lists for you to review, or
export and analyze.
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$get_permission_full = permission("aged_receivables", "full-permission");
$get_permission_read = permission("aged_receivables", "read");
@endphp
@if($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission("invoice_statement", "full-permission");
$get_permission_read = permission("invoice_statement", "read");
@endphp
@if($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission("customer_list", "full-permission");
$get_permission_read = permission("customer_list", "read");
@endphp
@if($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission("sales_invoices", "full-permission");
$get_permission_read = permission("sales_invoices", "read");
@endphp
@if($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission("terminal_sales_report", "full-permission");
$get_permission_read = permission("terminal_sales_report", "read");
@endphp
@if($get_permission_full || $get_permission_read)
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@php
$get_permission_full = permission("periods_sales", "full-permission");
$get_permission_read = permission("periods_sales", "read");
@endphp
@if($get_permission_full || $get_permission_read)
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Aged Receivables
How much others owe me?
Shows all the amount to be received for the selected date
Invoice Statement
How much amount was paid against each sales invoices?
Shows all the transactions of a sales invoice for the selected date
Customer list
Who are my customers?
Shows your customers with contact details and YTD balances
Sales invoices
What are my sales, and
discounts given to customers ?
Shows a consolidated list
of invoices within a date range with discount and
tax information.
Terminal Sales Report
How much I earned each day from POS
Shows sales invoices for the selected date.
Periods Sales
How much is the total sales for each day?
Shows the sales details with the cost and profit for the selected date.
Member Rank Report
How much sales from each payment method?
Shows all sales with received and balance amount to be received for the selected date.
@php
$get_permission_full = permission("customer_statement", "full-permission");
$get_permission_read = permission("customer_statement", "read");
@endphp
@if($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission("receivables", "full-permission");
$get_permission_read = permission("receivables", "read");
@endphp
@if($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission("income_by_contact", "full-permission");
$get_permission_read = permission("income_by_contact", "read");
@endphp
@if($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission("sales_analysis", "full-permission");
$get_permission_read = permission("sales_analysis", "read");
@endphp
@if($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission("sales_partner_report", "full-permission");
$get_permission_read = permission("sales_partner_report", "read");
@endphp
@if($get_permission_full || $get_permission_read)
@endif
Customer Statement
How much is the outstanding
against my customers?
Shows all the transactions
of the customer for the selected date
Receivables
How much is the total amount
to be received?
Shows the receivable
accounts for the selected date
Income by Contact
How much I earned from each customer?
Shows the net amount and profit of each invoice for the selected date
Sales Analysis
How much I earned from each category/product?
Shows all the invoices for the selected date.
Sales Partner Report
How much sales from each payment method?
Shows all sales with received and balance amount to be received for the selected date.
Member Statement Report
How much sales from each payment method?
Shows all sales with received and balance amount to be received for the selected date.
Item Sales Rank
How much sales from each payment method?
Shows all sales with received and balance amount to be received for the selected date.
PURCHASE
Detailed lists for you to review, or export and analyze..
Aged Payables
How much money I Owe to others ?
Shows the payable accounts based on filter for a given date range.
Payables
How much money I Owe to others ?
Shows the payable accounts based on filter for a given date range.
Purchase invoice statement
What are my buyings, and discounts got from vendors?
Shows a consolidated list of purchase invoices within a date range with discount and tax information.
Supplier statement
How much is the outstanding against a supplier?
Shows all the transactions recorded under a vendor against a given date range.
Expenses by contact
How much money I spent to a supplier ?
Shows how much I spend against a supplier with invoice details within a given date range.
Purchase Invoices
What are my sales, and discounts given to customers ?
Shows a consolidated list of invoices within a date range with discount and tax information.
Supplier list
Who all are my vendors ?
Shows your vendors in Salesoft ERP with contact details and YTD Balances.
INVENTORY REPORTS
Helps you to manage your inventory and
track stock movements.
Inventory items list
Which items do I have?
Shows all items with cost, stock and total value
Inventory summary
What is the movement of each item?
Shows all items with stock in & out, current stock and stock movement.
Stock Trail
How I track and inventory item?
This report shows the trail of the inventory item within a given date range.
TAX REPORTS
Helps you to manage your money and
understand your cash flow.
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DETAILED REPORTS
Detailed lists for you to review, or
export and analyze..