Reports and Analytics
Generate comprehensive reports to analyze your business performance.
Report Categories
Financial Reports
Income statements, balance sheets, and cash flow reports.
Sales Reports
Sales analysis, customer reports, and revenue tracking.
Inventory Reports
Stock levels, inventory valuation, and movement reports.
Tax Reports
VAT, income tax, and compliance reports.
Customer Reports
Customer analysis, aging, and performance reports.
Business Analytics
Dashboards, KPIs, and business insights.
Accessing Reports
- Go to "Reports" in the main menu
- Select the report category
- Choose the specific report
- Set parameters (date range, filters, etc.)
- Click "Generate Report"
- View, export, or print the report
Report Features
- Customizable date ranges
- Multiple filtering options
- Export to PDF, Excel, CSV
- Email delivery
- Scheduled reports
- Comparative analysis
- Charts and visualizations
- Drill-down capabilities
Report Types
Standard Reports
Pre-built reports for common business needs.
Custom Reports
Create custom reports with specific fields and filters.
Scheduled Reports
Automatically generated and delivered on a schedule.
Comparative Reports
Compare data across different periods or entities.
Best Practices
- Review reports regularly
- Use consistent date ranges for comparison
- Export reports for archival
- Share reports with stakeholders
- Use reports for decision making
- Set up scheduled reports for key metrics
- Create custom reports for specific needs
Next Steps
Explore specific report types: