Reports & Analytics

Data-driven insights into your business performance with built-in reports and dashboards.

Step 1: Sales Summary Report

Navigate to Reports > Sales Summary to view total sales broken down by period, customer, or product. Use the date range picker and filters to focus on specific time frames or segments of your business. The report updates in real time as you adjust your criteria.

Step 2: Profitability Report

Go to Reports > Profitability to analyze profit margins across your products and customers. Compare costs against revenue to identify your top-performing products and spot areas where margins can be improved.

Step 3: Debt Overview Report

The Reports > Debt Overview report tracks outstanding receivables and payables. View aging analysis to see how long debts have been outstanding, identify overdue amounts, and prioritize collection or payment efforts.

Step 4: Report Dashboard

The report dashboard provides an aggregated view of key metrics, charts, and trends across your entire business. Monitor sales performance, inventory levels, and financial health from a single screen without navigating between individual reports.