Popular Reports

Steps

1. Navigate to Reports from the sidebar to access 30+ report types. The reports section is organized by category, making it easy to find the specific report you need for any business analysis.
2. Select the date range at the top of the reports page to focus on the specific period you want to analyze. Choosing the right date range ensures your data is relevant — for example, select 'Today' for the Daybook or 'This Month' for Profit & Loss.
3. Open the Daybook Report to view all daily transactions (sales, purchases, payments in, payments out, returns) in one consolidated list. Use it every morning to review the previous day's business activity, verify cash collected by staff, and catch any discrepancies before they accumulate.
4. Use the filter options within the Daybook to narrow down by transaction type (e.g., show only sales, or only payments). This helps you focus on a specific area when investigating something rather than scrolling through all transactions.
5. Open the Profit & Loss Report to see total revenue, cost of goods sold, expenses, and net profit for any period. Run this monthly to understand whether your business is truly profitable after accounting for all costs, not just looking at sales numbers alone.
6. Compare Profit & Loss across different periods by changing the date range to spot trends. For example, comparing this month to last month reveals whether your profitability is improving or declining, helping you make timely business decisions.
7. Open the Sales Bill-wise Profit report to view the profit earned on each individual sales invoice. This granular view helps you identify which specific deals are most profitable, which customers bring the best margins, and whether any transactions are being sold at a loss.
8. Click Download on any report to export it as PDF or Excel. PDF is ideal for sharing with stakeholders or printing, while Excel is better for further analysis, creating custom charts, or sharing data with your accountant for tax filing.