Reports

Open from the Reports menu to view operational, financial, account, inventory, and activity reports.

Access to Reports depends on the logged-in user's reports permission. Admin and Manager users can normally open reports without extra role setup.

Reports List

The Reports page shows report categories as cards. Select a report name to open its filter page.

Category	Available Reports
Enquiry	Enquiry By Company, Enquiry By Event, Enquiry By Package
Booking / Order	Booking / Order By Dates, By Event Type, By Package, Analysis By Event Type, Analysis By Package, Financial Summary By Event Type, Financial Summary By Package
Shoot	Shoot By Dates
Job	Job By Dates, Job Analysis By Role, Job Analysis By Team
Task	Task By Dates
Sales	Sales By Customer, Sales By Product, Sales Invoice Wise, Sales Product Wise
Receivables	Customer Balances, Customer Statement, Aging Details, Customer Balance Summary
Purchase	Purchase By Vendor, Purchase By Product, Purchase Invoice Wise, Purchase Product Wise
Payables	Vendor Balances, Vendor Statement
Financial Report	Booking Financial Summary, Booking Financial Event Type Summary, Booking Financial Package Summary
Inventory	Inventory Report, Inventory Detail Report
Accounts Debit/Credit	Cash Bank Statement, Debit/Credit Note Statement
Activity	SMS, Activity Logs, API Usage

Open.
Choose the required report category.
Select the report name.
Fill the available filters such as company profile, date range, customer, vendor, product, purchase type, event type, package, role, or employee.
Press Generate Report.

The exact filters depend on the selected report.

Most generated reports include these actions:

Tool	Purpose
Print	Print the generated report using the browser print dialog.
Copy	Copy the table data.
Excel	Download the report table as an Excel file.
PDF	Download the report table as a PDF file.
Column Visibility	Show or hide table columns before reviewing or exporting.
Search	Show or hide the table search box.
Close	Hide the generated report output section.

Select the correct company profile before generating financial, sales, purchase, receivable, or payable reports.
Use From Date and To Date carefully; report totals change based on this range.
For month-end or year-end review, confirm the date range before exporting or sharing.

Generate the report again after changing any filter.
Review totals on screen before exporting to Excel or PDF.
Use the search box to narrow large reports.
Hide unnecessary columns before export when sharing a report externally.
Do not use reports as a replacement for correcting source records; fix the booking, invoice, purchase, receipt, payment, or account entry first.
If a total looks incorrect, check the source records and date range before contacting support.