Reporting

Get insights into your sales, customers, and performance with Qoblex reports and analytics dashboards.

01. Reporting Overview

Reporting is where you review your operational data across three areas — Sales, Purchases, and Inventory. Each area groups several...

02. Using Report Controls

Every report in the Sales, Purchases, and Inventory sections is driven by the same set of controls. Once you know...

03. Sales Reports

Sales reports show how your sales perform across products, shipments, invoices, refunds, and unpaid customer balances. Each report is a...

04. Purchases Reports

Purchases Reporting groups your purchasing data into five report tabs — purchased products, goods received, supplier bills, supplier balances by...

05. Inventory Reports

Inventory reporting brings your stock data together in one place: what you hold now, how it has moved, what is...

06. Inventory Aging Actions

The Inventory Aging report has a Bulk Actions menu that lets you act on the aged stock you are looking...

07. Reorder Inventory Actions

The Reorder Inventory report flags the products that have fallen to or below their reorder point. From that same report...

08. Custom Reports

A custom report saves the view you have built on a Sales, Purchases, or Inventory report – your filters, grouping,...

09. Exporting Reports

Exporting takes the report you are looking at — with your current filters, grouping, sorting, and hidden columns — and...

10. Report Formula Reference

This is a reference for the computed amounts and quantities shown in the Sales, Purchases, and Inventory reports under Reporting...

11. Reporting Troubleshooting

This article gathers the most common problems people hit in Reporting — a missing report area, a report that looks...