9. Reports

The Reports module provides comprehensive MIS, compliance, audit, and operational reports. It is the central analytics hub for business owners, sales managers, accountants, and production supervisors.

Menu Path: Reports

> [!NOTE] > Access to reports is permission-based. Admin users have full access by default. Managers and other roles require Reports — View permissions to access the reports dashboard.

Report Categories

The Reports page is organized into cards representing different functional areas of the ERP:

1. Enquiry Reports

Track your customer inquiries and quotation conversions.

Enquiry By Customer: () Displays all enquiries submitted by customer, helping sales teams track lead volumes and customer interests.
Quotation By Customer: () Summarizes all generated quotations per customer. Used to identify quotation status and follow-ups.

2. Sales Reports

Analyze revenue performance, dispatch histories, and product sales.

Sales by Customer: Shows total invoice amounts grouped by customer.
Sales by Product: Details sales volumes and values for each product type.
Sales Invoice Wise (Single Entry): Lists all invoices with fields like Invoice Date, Invoice Number, Customer, and total taxable/GST amounts.
Sales Product Wise: Breaks down sales line-by-line showing specific product quantities and values sold.
Sales Analysis by Category: Analyzes performance across product categories.
Sales Analysis by Product: Deep-dive analysis of specific product metrics.
Bulk Invoice Export: Allows exporting multiple invoice details simultaneously for spreadsheets.

3. Receivables Reports

Keep track of outstanding customer balances and aging schedules to maintain healthy cash flow.

Customer Balances: Displays current net balance outstanding for each customer.
Customer Statement: Generates a detailed transaction statement (invoices vs. receipts) for a selected customer.
Aging Details: Shows outstanding invoices grouped by aging brackets (e.g., 0-30 days, 31-60 days, 61-90 days, 90+ days).
Customer Balance Summary: Consolidated summary of customer-wise outstanding amounts.
Receivable Summary & Details: Lists specific receivable balances and schedules.

4. Payables Reports

Track vendor balances and purchase transactions to manage vendor relationships and liabilities.

Vendor Balances: Displays outstanding payments owed to each vendor.
Vendor Statement: Generates a detailed statement of purchase invoices and payments made to a vendor.

5. Inventory Reports

Monitor stock levels, material consumptions, and product log histories.

Inventory Report: Current stock levels of raw materials (paper reels, ink, glue, etc.) and finished products.
Inventory Details: Detailed log of inventory movements including Inward (Receipts), Outward (Dispatches), and manual adjustments.
Booking By User: Displays items reserved/booked in inventory by specific users.

6. Sales GSTR Reports

GST compliance reports aligned with Indian tax regulations.

Sales - B2B: Sales to registered taxpayers (requires valid GSTIN).
Sales - B2CL: Large interstate sales to unregistered consumers (taxable value > ₹2,50,000).
Sales - B2CS: Small sales to unregistered consumers (taxable value <= ₹2,50,000).
HSN / SAC: Summary of sales grouped by HSN/SAC codes for GSTR-1 filing.
Document: Summary of documents issued (invoice sequence numbers, counts, cancellations).

7. Tally Export

Export templates for importing vouchers directly into Tally Prime/ERP.

Sales for Tally: Export sales invoices.
Purchase for Tally: Export purchase invoices.
Receipt for Tally: Export customer receipt vouchers.
Payments for Tally: Export vendor payment vouchers.
Contra for Tally: Export cash deposit/withdrawal vouchers.

8. Activity Reports

Audits and logs for system security and communication history.

SMS: History and delivery status of SMS notifications sent to clients.
Activity Logs: Audit trail tracking when and who created, updated, or deleted records.
API Usage: Logs of connections and data sent/received from integrated external APIs.

9. Gate Pass Reports

Monitor inbound and outbound movement at the factory gate.

Gate Pass Summary (All Types): General log of gate activity.
Material Inward: Tracks incoming shipments (raw materials like paper rolls).
Material Outward & Returnable Out: Tracks outgoing items (delivery of boxes, returnable tools, etc.).
Material Statement (Ledger): Reconciliation of material movements.
Machine Spare In/Out: Log of maintenance parts sent or received.
Instrument In/Out: Log of calibrated equipment.
Tool In/Out: Log of factory tools.