Explaining different kind of reports available

Reports

The system should provide a comprehensive Reports Management module to help business owners monitor sales, purchases, inventory, payments, customers, suppliers, profitability, and other business activities.

Reports should support filters such as general, overview, Daybook, GST, Profit & loss,wherever applicable. Reports should also be available for viewing, printing, and exporting to PDF or Excel.

1. General Reports

general reports provide an overview of business sales.

Users should be able to view:

  • Purchase

  • Item purchase

  • sales

  • Item sales

  • KOT sales

  • Quotation

  • Wallet

  • Expense

  • Income

  • Investment

  • Investment expense






2. Overview

Gives a quick summary of the overall business performance, such as sales, purchases, income, and expenses.

Users can view:

  • Items:

    item name & code

    Price and tax

    Barcode

    category name & code

    Brand name & code

    Tax name & code

    HSN code

    created At




  • Customers:

    customer code

    customer name & email

    Mobile number

    ID type & no

    Date of birth

    Gender

    Address




  • Inventory balance

    Item name & code

    Quantity

    selling price

    location

    Branch name & code

    Brand name & code

    Expiry




  • Suppliers


  1. Daybook

    Shows all transactions made on each day, such as total purchase amount , total purchases, return purchase, total sale, return sale, total investment, total expenses.





  1. GST

Used to check GST-related information, such as taxable sales, purchases, and GST amounts.

  • GSTR-1 , GSTR-1 No tax, GSTR-1 Bill wise, GSTR-2 No tax, GSTR-2 Bill wise

    Type

    Bill number

    Customer and code

    Item price

    Quantity & unit

    Tax

    Total price

    Return amount

    HSN code

    Brand & code

    Created at




  • Profit & Loss

    Shows whether the business made a profit or a loss during a selected period.