Steps
- In the side menu open Reports & Compliance → Report Centre.
- Type in Search reports..., or open a category such as Accounting Core, GST & Taxation, Inventory & Stock or Profitability & Performance.
- Click a report's name to open it. Most have date filters, and many have Print and Excel buttons at the top.
- Click the star beside a report to put it in Favourites at the top of this page.
- Click the pin to add the report to the side menu under Reports & Compliance. The x beside it there unpins it.
- Reports you opened recently sit in the Recent bar, one click away.
Good to know
Supplier Ledger and Customer Ledger need a name first, so they open a picker instead of a report.
Stock and profitability reports show only for a business that keeps goods. Batch/Expiry Tracking also needs batch tracking on and a batch trade such as pharmacy, kirana or dairy.
The whole Report Centre sits behind the Reports module. If it is off for your business, or not in your plan, these pages do not open.
Words used
| Word | Meaning |
|---|---|
| Accounting Core | Day Book, General Ledger, Cash Book, Bank Book, Trial Balance, Profit & Loss, Balance Sheet, cheques, vouchers and credit/debit notes. |
| GST & Taxation | GST Summary, Sales and Purchase Registers, GST ITC, GST Output, HSN/SAC, reverse charge and the GSTR exports. |
| Inventory & Stock | Stock Ledger, Stock Summary, Batch/Expiry, Stock Valuation, Physical Stock Reconciliation and Stock Movement. |
| Purchase & Sales Analytics | Outstanding Payables and Receivables, return registers, order registers and the e-Way Bill register. |
| Profitability & Performance | Product, supplier and customer profitability, margin analysis and fast/slow moving items. |
| Sales & Inventory Insights | Sales and Purchase Summary, Top Customers and Suppliers, Non-Moving Stock, Low Stock, Returns & Damages and Discounts Given. |
For one buyer's statement do not hunt here — open their Dashboard and click Ledger.
Next in this sectionCheck your shop's profit and books