Reports

Around 40 reports, searchable from one hub, each permission-gated so staff only see what they should. Every report takes a date range and exports to CSV.

What it does

Money — Profit & Loss, Cash Flow, Outstanding, Day Book, Cash Book, Bank Book.
Sales — summary, by product, by customer, by payment method, performance and returns.
Purchases — summary, by product, by supplier, by payment method, performance and returns.
Inventory — stock summary, movement, valuation, aging and low stock.
Repairs — summary, by status and by technician; plus staff commission.
Tax — tax summary, sales tax, purchase tax, expense tax and tax liability.
Plus customer and supplier ledgers, used devices, rent (summary, utilisation, overdue) and lanes.

Step-by-step

Run a report — Find a number and see where it came from.
Export a report — Take the figures into a spreadsheet.
The sales reports — Six views of what you sold, from a daily total to which product earns you the most.
The repair reports — How the workshop is doing: throughput, who is doing the work, and what is stuck.
The stock reports — What you hold, what it is worth, what is not moving, and what to reorder.
The money reports — Where the money went, day by day and account by account.
The tax reports — What you charged, what you paid, and what you owe.
The ledger reports — Every transaction with one party, in order, with a running balance.
Rental, lane, commission and device reports — The reports for the parts of the business that are not the shop counter.
Raise a purchase order from Low Stock — Turn what you are running out of straight into an order.
Pay staff commission — Settle what a member of staff has earned.
Chase an overdue balance — Nudge the customers who owe you, from the report that lists them.

Questions about reports

Can I export a report?

Yes — every report exports to CSV for a chosen date range.

Can I stop staff seeing financial reports?

Yes. Reports are permission-gated individually, so a role can see stock reports without seeing profit.