Sales reports
Review invoices, payments, and gross profit in summary or detail, with filters and grouping.
Reports built from operational records
Start with the question that matters, choose a period and filters, then read the summary and detail from recorded data.
Operational and financial report centers
Verified product capabilities
Review invoices, payments, and gross profit in summary or detail, with filters and grouping.
Follow purchase invoices and payments by period, supplier, and responsible user.
View inventory value in summary or detail and filter by warehouse and product.
Open accounting statements alongside customer and supplier statements and aged balances.
Workflow
Start with sales, purchasing, inventory, accounting, customers, or suppliers.
Narrow results with fields provided by the report, such as branch, party, or warehouse.
Read totals and rows, then use the print view or CSV export where supported.
Practical value
Move from summary views to detailed rows in sales, purchasing, and inventory reports.
Date filters apply to report rows and totals together.
A report family requires both its related module and report permission.
Questions about this capability
There are report centers for sales, purchasing, inventory, accounting, customers, and suppliers.
Yes. Sales, purchasing, and inventory value reports provide summary and detailed modes.
Available reports support CSV exports and print views according to user permissions.
Yes. Report routes require report access and the module associated with the data.
Create your account, set up your business data, and open the capabilities that fit your workflow.
Start your trial