Reporting is where you review your operational data across three areas — Sales, Purchases, and Inventory. Each area groups several related reports as tabs, and they all share the same controls for filtering, grouping, sorting, choosing columns, saving custom views, and exporting.
This article orients you to the three reporting areas, what each one is for, how access to them is controlled, and where to go for the detailed report and calculation articles. After reading it you will know which area holds the report you need, why an area might be hidden or blocked for a user, and which article to open next.
The three reporting areas
Open Reporting in the left sidebar to reach the three areas. Each area is its own page with its own tabs:
- Sales (
/reporting/sales) — how your products are selling and what customers owe. Tabs: Products, Shipments, Details, Invoices, Refunds, and Customer Aging. - Purchases (
/reporting/purchases) — what you are buying, receiving, and owe suppliers. Tabs: Products, Received goods, Bills, Supplier aging, and Details. - Inventory (
/reporting/inventory) — stock levels, movement, and value. Tabs: Stock Movement, Stock on Hand, Stock Allocations, Reorder Inventory, Inventory Turnover, and Inventory Aging.
Opening an area lands you on its first tab — Sales opens on Products, Purchases on Products, and Inventory on Stock Movement.
Shared report controls
Every report in all three areas uses the same toolbar, so once you learn it in one report it works the same everywhere. From the toolbar you can filter the rows, group results, sort by a column, show or hide and reorder columns, save the current setup as a custom report, and export. Reports page through results 50 rows at a time.
These controls are documented once in the shared article rather than repeated per report:
- Using report controls — filtering, grouping, sorting, columns, custom reports, and exporting.
Custom reports
When you save the current filter, grouping, sorting, and column setup as a custom report, it appears as an extra tab in the same area you saved it from — a saved Sales report stays under Sales, a saved Purchases report stays under Purchases, and a saved Inventory report stays under Inventory. A name is required to save a custom report. The full workflow is covered in Using report controls.
Exporting
Export runs in the background. Qoblex sends an email with a download link when the export is ready, so you do not have to wait on the page. Large exports can take several minutes depending on how much data is included.
Data synchronization window
Each report shows an information icon in its header. Opening it explains that reporting data is synchronized from a fixed start date onwards. For most reports that date is January 2025; for Stock Movement and Inventory Turnover it is July 2025. To request access to historical data from before that period, contact support at [email protected].
Who can see Reporting
Reporting is permission-controlled at two levels, so what a user sees depends on their assigned permissions:
- The Reporting menu item appears only if the user can view at least one reporting area. Each area’s sidebar entry (Sales, Purchases, Inventory) is shown only when the user has that area’s permission.
- Opening an area’s page is independently guarded: a user who reaches a Sales, Purchases, or Inventory report page without the matching permission sees a “403” access-denied page instead of the report.
In the permissions matrix these appear under the Reporting group as Sales Reports, Purchase Reports, and Inventory Reports, one per area. Granting the parent Reporting permission gives access to all three at once.
Where to go next
For what a specific report shows and how its figures are calculated, open the area’s detailed article:
- Sales reports — the Sales tabs and their columns and totals.
- Purchases reports — the Purchases tabs and their columns and totals.
- Inventory reports — the Inventory tabs and their columns and totals.
When a customer challenges a number, capture the report area, the tab, the active filters, the grouping, the visible columns, and the date range, then open the matching detailed article and walk through it with the same setup. A report can be correct yet show a different total from a list page simply because the two screens are using different filters or grouping.
