Reporting
11 articles, in order
- Reporting OverviewReporting is where you review your operational data across three areas — Sales , Purchases , and Inventory .5 min
- Using Report ControlsEvery report in the Sales, Purchases, and Inventory sections is driven by the same set of controls.7 min
- Sales ReportsSales reports show how your sales perform across products, shipments, invoices, refunds, and unpaid customer balances.7 min
- Purchases ReportsPurchases Reporting groups your purchasing data into five report tabs — purchased products, goods received, supplier bills, supplier balances by age, and a line-by-line purchase breakdown.7 min
- Inventory ReportsInventory reporting brings your stock data together in one place: what you hold now, how it has moved, what is reserved against orders, what needs reordering, how fast it sells, and how long it has been sitting.8 min
- Inventory Aging ActionsThe Inventory Aging report has a Bulk Actions menu that lets you act on the aged stock you are looking at without leaving the report: set a new retail price on slow-moving variants, or correct their Moving Average Cost (MAC).7 min
- Reorder Inventory ActionsThe Reorder Inventory report flags the products that have fallen to or below their reorder point.8 min
- Custom ReportsA custom report saves the view you have built on a Sales, Purchases, or Inventory report – your filters, grouping, sorting, and visible columns – as a named tab you can reopen any time.6 min
- Exporting ReportsExporting takes the report you are looking at — with your current filters, grouping, sorting, and hidden columns — and turns it into a CSV file you can open in a spreadsheet.5 min
- Report Formula ReferenceThis is a reference for the computed amounts and quantities shown in the Sales, Purchases, and Inventory reports under Reporting — margins, net amounts, aging buckets, turnover, and the rest.11 min
- Reporting TroubleshootingThis article gathers the most common problems people hit in Reporting — a missing report area, a report that looks empty, an export that is blocked, a custom report that will not save, or numbers that…6 min