Different types of reports

Reports are used to organize or summarize data into a single document. With reports, you can review your company’s information and create decisions.
Currently, there are 8 predefined reports on the app.  Each report can be customized and results exported (or emailed) in CSV or PDF formats.
Here’s a look at all reports.
+–Sales Register Report
  • This includes all quotations, sales order, cash sale and invoice.
  • Under admin role, this report will list down all transactions created under the company.
  • Under sales role,  the report will list down all transaction created only by the sales rep.
report_sales_1

Sales Register Sample Report.

report_sales_2

Filters

report_sales_3
Sorting
report_sales_4
Columns to Display.
+–Monthly Tax Report
  • Available only for admin role
  • This will list down the monthly tax report
report_tax_1Monthly Tax Sample Report
report_tax_2Filters
report_tax_3Sorting
report_tax_4Columns to Display
+–Customer Profitability Report
  • Available only for admin role.
  • This reports list down the profits made from the customers.
  • The gross profit is computed by the total amount purchased by customer minus the total product cost.
  • While the net profit is computed by the total amount purchase by customer, minus the total product cost, the total taxes and the total shipping cost
report_cust_profit_1Customer Profitability Sample Report
report_cust_profit_2Filters
report_cust_profit_3Sorting
report_cust_profit_4Columns to Display
+–Items sold Report
  • This report list down items that was sold from invoices and cash sales.
  • It displays the total quantity sold, the total taxes of the item,  the amount Sold, the cost.
report_item_sold_1Item sold Sample Report
report_item_sold_2Filters
report_item_sold_3Sorting
report_item_sold_4Columns to Display
+–Payment Report
  • Display all payments received.
report_payment_1Sample Payment Report
report_payment_2Filters
report_payment_3Sorting
report_payment_4Columns to Display
+–Inventory Report
  • Displays the inventory count of all your inventory type items
* Displays the Stock Quantity and the Available Quantity of all items.
* Filters
* Sorting
* Columns that will be display
+–Out of stock items Report
  • Displays the items that has 0 or less quantity.
report_out_1Out of stock items Sample Report
report_out_2Filters
report_out_3Sorting
report_out_4Columns to Display
+–Items Sold Details Report
  • List down all items sold per customer.
  • Filters:
report_sold_details_1Items Sold Details Sample Report
report_sold_details_2Filters
report_sold_details_3Sorting
report_sold_details_4Columns to Display