Reports and dashboards

Dashboards

The dashboard summarises your business in live figures — sales, receivables, stock value, payroll and gate activity. Each section is permission-controlled, so people see only what their role allows.

Common questions and the report that answers them

• "Who owes us money, and for how long?" — AR Aging.
• "What do we owe, and when is it due?" — AP Aging and Outstanding Payables.
• "What is in stock right now?" — Store Item Stock.
• "Where did this item go?" — Item Ledger.
• "Are we profitable this month?" — Profit & Loss.
• "What do we own and owe today?" — Balance Sheet.
• "Is our pricing consistent?" — Rate Analysis.
• "What did each customer buy?" — Party Wise Sales.
• "Who changed this record?" — Audit log.

Running and sharing a report

1. 1Open the report from its module's Reports section.
2. 2Set the date range and any filters such as party, item or location.
3. 3Run the report and review it on screen.
4. 4Print it or export it to share.