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Dashboard

Choose a report category or move into visuals for deeper analysis.

Financial Reports

Profit, cost, summary, and finance-driven reports.

Inventory Reports

Stock movement, balance, and inventory tracking reports.

Sales Reports

BI-style sales dashboard by item, salesperson, location, and customer.

Payable Reports

Supplier balances, payable summaries, and related analysis.

Visuals

Interactive charts and comparisons from the active filters.
Financial Reports
Review bank balances and accounting Profit & Loss from the general ledger.

Finance Report

Select the finance report you want to view.

Bank Balance Filters

Choose an as-of date and optionally narrow the bank balance report to one account.

Profit & Loss Filters

Choose the posting date range for income-statement G/L accounts.
Exports

Downloads

Export filtered finance reports to Excel.
Inventory Position Report
Review remaining stock by category, location, item, unit cost, and inventory value from Item Ledger Entry and Value Entry.

Inventory Filters

Choose an as-of date, then narrow the report by location, category, or item number.
Exports

Downloads

Export the filtered category-by-location inventory report to Excel.
Sales Overview Dashboard
Compare sales, margins, salespeople, locations, and customers from one serious visual module.
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Filter And Search Visuals

Search names inside the charts, then refine the dashboard with filters only when you need them.
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Exports

Downloads

Export the current filtered sales reports to Excel.
Supplier Payables Reports
Track supplier balances as of a date, then review invoice and payment movements for the selected period.

Payables Filters

Use the as-of date for balances and the date range for invoice and payment activity.
Exports

Downloads

Export supplier balances and invoice/payment details to Excel.

Visuals

Open Sales Reports to use the interactive sales dashboard.