Reports
Reports turn your day-to-day records into a clear picture of how the business is doing. Run them whenever you want — daily, weekly or once a month.
On this page
Available reports
Open Reports from the main menu. You'll see:
| Report | What it tells you | Who can run it |
|---|---|---|
| Income statement | Revenue, expenses and net profit for a chosen period | Owner, Manager |
| Sales | Every sale with date, employee, customer, payment | Owner, Manager |
| Top-selling products | Best sellers by quantity or revenue | Owner, Manager |
| Expense breakdown | Where your money went, by category | Owner, Manager |
| Payroll | Salaries, advances, allowances and net pay per employee | Owner, Manager |
| Stock on hand | Current stock and value per product | Owner, Manager |
| Debtor / Creditor aging | How old each unpaid balance is | Owner, Manager |
Income statement
This is the most important report — it tells you whether you made or lost money in a period.
- Open Reports → Income Statement.
- Pick the period (this month, last month, year-to-date, custom).
- Optionally pick a branch. Owners can compare branches side by side.
- The report shows three sections: Revenue (sales + services), Expenses (operating costs + payroll), and Net (revenue − expenses).
Sales report
A line-by-line list of every sale.
- Filter by date, branch, employee, customer or payment method.
- See total revenue and total tax for the filtered set at the top.
- Export to Excel for accountant-style analysis.
Top-selling products
Open Reports → Top Selling. Toggle between By quantity and By revenue — bestsellers by units sold are not always your biggest earners.
Expense breakdown
A pie chart and table grouping every expense by category. Spot if rent has crept up or if transport is eating into your margin.
Payroll report
For each employee in the chosen month: salary, advances, allowances, deductions and net pay. Useful for handing to your accountant or for filing payroll tax.
Stock on hand
Current quantity and value of every product, by branch. The total value at the bottom is the worth of your inventory at cost.
Debtor & creditor aging
Already covered under Expenses, Debtors & Creditors. Use the aging report monthly to chase old debts before they go cold.
Filtering reports
Every report shares the same filter bar at the top:
- Date range — preset (today, this week…) or custom from / to.
- Branch — single branch, or "All branches" if you have many.
- Compare — turn on to show the previous period side by side.
Exporting (PDF / Excel)
- Open the report and apply your filters.
- Click Export at the top right.
- Choose PDF (printable, with your business logo) or Excel (editable).
- The file is generated in the background and a download link appears (and is also emailed to you).