Reports guide
The Reports menu groups every report by area. Nearly all reports share the same pattern:
- a date-range picker with presets (today, yesterday, last 7/30 days, this/last month, last 3/6 months, this/last year, custom range),
- extra filters where relevant (customer, supplier, category, location, salesperson),
- a result table with Print and Export to Excel (many also offer CSV, and some PDF), plus search and column toggles.
Income & receivables
| Report | What it shows |
|---|---|
| Income report | Total income for a period — invoice sales, cash-register sales, advance payments, credit notes and refunds — with gross/net/VAT columns. Totals are clickable and open a drill-down by date, payment type or method. Includes an income forecast view. |
| Transactions report | Every payment transaction (ID, payer, payment type, reference, invoice, date) for a period and/or one customer. |
| Account receivable (aging) | Open receivables per customer, aged into buckets (not yet due, <30, <60, <90, <120, <180 days, older). |
| Account receivable by date | The same aging picture as of a chosen past date. |
| Customer sales report | Sales per customer with invoice/cash-register splits, refunds, credit notes and net/gross/VAT breakdown. |
| Advance payments report | Advance payments grouped by payment type, with counts, periods and totals; clickable details. |
Invoices & VAT
| Report | What it shows |
|---|---|
| Invoice income & VAT report | Income and VAT over a period. |
| Monthly VAT report | VAT month by month (default: last 12 months); each month links to a printable VAT report. |
| Invoice sales report | Invoice-level sales list with totals incl./excl. VAT. |
| Sent invoices report | All sent invoices with send method and status — including a rejected e-invoices section. |
| Rejected e-invoices | E-invoices the bank rejected: code, invoice, reason, status (new/acknowledged/resolved) — track fixes and resends here. |
| Order report | Webshop orders in a period: customer, shipping method, status, total, invoice reference. |
Inventory & stock
| Report | What it shows |
|---|---|
| Inventory value report | Stock value per product: quantity, purchase/sell prices, VAT, net/gross totals, total inventory value. |
| Current stock report | Current stock per product with prices incl./excl. VAT. |
| Stock value by location | Stock value grouped by warehouse/shelf: units, cost value, retail value. |
| Stock diary | Every stock movement: quantity in/out, net change, prices and the reason — filterable per product, location, supplier or category. |
| Stock transfer report | What was moved between locations, with a transfer-reason filter. |
| Stock alerts | Low stock, out of stock and expiring/best-before items per location. |
| Supplier stock report | Current stock grouped by supplier — what you can order from whom. |
Sales & profit
| Report | What it shows |
|---|---|
| Stock sales report | Sales per product: quantity sold, unit price, discount, purchase price, remaining stock. |
| Location sales report | The same figures grouped by sales location. |
| Top sold products | Best-sellers for a period by quantity and value. |
| Sales margin report | Margins per sale, salesperson, customer or week: sales value, gross/net profit, margin %. |
| Sales profit report | The most comprehensive profit view — daily/weekly/monthly/yearly, filterable by customer, product, salesperson, location and register; expected vs. actual profit; Excel/CSV/PDF export. |
Tips
- Reports always respect the date range — check it first when a number looks wrong.
- Profit reports depend on purchase prices and unit costs being maintained on products (see the product editor's Inventory costs tab).
- For payment-specific questions start from the income report and drill down; for stock questions start from the stock diary.