Reports
Every report reads the same posting tables the vouchers write, so a figure on one report always agrees with the same figure on another. Reports open with a date range and filters, show totals in a strip, and export to Excel or PDF, print, or share on WhatsApp. Vertical shells add their own report pages; this page lists the shared set.
Permission: view reports. A user with Show only user created voucher sees only their own rows.
Where it is in the app
POS page: Reports menu with groups. Shells: Reports / Business Reports (Day Book, Expenses, Income, Profit & Loss and the trade's own set) in Navigation.
Where the numbers come from
flowchart TD
V[Vouchers] --> T[(Bill · its lines · tenders)]
V --> L[(Account postings)]
V --> S[(Stock movements)]
T --> R1[Sales · Purchase · Payments groups]
L --> R2[Accounts group: statements · ageing · trial balance · P&L · balance sheet]
S --> R3[Stock group]
T & L --> R4[GST Reports · Monthly Report · Day Book]
R1 & R2 & R3 & R4 --> OUT[Excel · PDF · Print · WhatsApp]
The report groups
| Group | Reports |
|---|---|
| Sales | Sales Register · Pending Bills · Due Bills · Sales by Product · Returns by Product · Product Summary · Promotional Sales · Add-on Sales · Product Partywise Summary · Customerwise Sales · Delivery Summary · Profit · Commission · Non-Transacting Customers · Schedule Drug Register · Doctor Sale |
| Purchase | Purchase Register · Pending Bills · Debit Notes / Credit Pending · Due Bills · Purchase by Product · Returns by Product · Supplierwise Purchase Value · Product Summary · Product Partywise Summary · Non-Transacting Suppliers |
| Stock | Stock List · Stock Register · Stock Value · Stock Vouchers · Stock Write-Off · Reorder Stock Report · Size x Colour Stock · Warehouse Stock · Stock Transfer Register · Van Settlement · Zero Stock · Negative Stock |
| Accounts | Payable Parties · Receivable Parties · Receivables Ageing · Payables Ageing · Salary Register · Expenses · Income · Trial Balance · Profit & Loss · Balance Sheet · TDS / TCS · Opening/Closing Balance Mismatch |
| Payments | By Customer · By Supplier · All Payments |
| Standalone | Customer Statement · Supplier Statement · GST Reports · Channel Reports · Monthly Report · Service Vouchers · Customer Points · Price List · Day Book |
| Jewellery | Daily Metal Position Ledger · BIS Hallmarking HUID Register · Karigar Metal & Labour Ledger · Old Gold Melting Register · Stock Valuation · Weight & Value by Material · Making Charge & Margin Analysis · Metal Rate List · HUID Compliance Gap · Scheme Collection Register · Scheme Dues & Overdue · Scheme Maturity Due List · Scheme Liability Outstanding |
| Loans | Overdue Instalments · Upcoming Dues · Collections · Party-wise Loans · Loan Register · Expected Inflow · Monthly Summary · Cheque Register · Loan Party Statement |
| Vertical pages | Gym Reports · Parking Reports · Cable Reports · Hospital Reports · Field Reports · Technicians - see the vertical guides. |
Using a report
- Date range and filters at the top; the totals strip counts the whole selection, not just the rows scrolled so far.
- Drill down - a row usually opens the voucher or party behind it.
- Export - Excel for the accountant, PDF to print or share; the export covers the whole selection.
- Monthly Report - one page of sales, purchase, stock profit and expenses month by month; the owner's summary.
- Day Book - every voucher of a day in order, the closing check.
Which report answers my question?
flowchart TD
A[What do you want to know?] --> B{About what?}
B -->|what sold| C[Sales by Product · Product Summary]
B -->|who owes me| D[Receivable Parties · Ageing · Statement]
B -->|what I owe| E[Payable Parties · Payables Ageing]
B -->|what is on the shelf| F[Stock List · Stock Value]
B -->|what to reorder| G[Reorder · Zero · Negative Stock]
B -->|did I make money| H[Profit · Profit and Loss · Monthly Report]
B -->|what happened today| I[Day Book · Shift Reconcile]
B -->|what to file| J[GST Reports · TDS and TCS]
B -->|is the drawer right| I