Overview of All Available Reports

The Reports section provides data-driven insights across every aspect of your business. Here is a quick reference guide to every available report.

Navigating to Reports

1. Click Reports in the left sidebar.
2. Select the specific report from the submenu.

Reports by Category

Sales Reports

• Sale Report: All invoices issued in a period with totals by date, customer, or product.
• Product Sell Report: Which products were sold, in what quantities, and at what revenue.
• Sell Payment Report: How customer payments were received by method (Cash, Bank, etc.).
• GST Sales Report: Output tax collected on all sales — needed for FBR GST filing.

Purchase Reports

• Purchase Report: All purchase bills in a period with supplier-level totals.
• Product Purchase Report: How much of each product was purchased and at what cost.
• Purchase Payment Report: Payments made to suppliers broken down by method.
• GST Purchase Report: Input tax on purchases — used to calculate net GST payable.

Inventory Reports

• Stock Report: Current quantity on hand and total value for every product.
• Stock Details (Lot Report): Batch and lot-level stock tracking (if enabled).
• Stock Expiry Report: Products approaching or past their expiry dates.

Financial Reports

• Profit & Loss: Revenue vs. COGS vs. Expenses = Net Profit/Loss.
• Purchase vs. Sale: Side-by-side comparison of what you bought and what you sold.
• Register Report: Daily cash-register-level summaries including opening/closing balances.

Tax Reports

• Tax Report: Summary of all taxes collected and paid.
• Tax Transaction Report: Line-by-line tax detail for every transaction.