Reports

Finding reports

Go to Reports in the left navigation. Reports are grouped by module:

Report	Where to find	What it shows
Accounts Receivable Ageing	Reports → Accounts Receivable	Which customers owe you money and for how long
Accounts Payable Ageing	Reports → Accounts Payable	Which suppliers you owe and for how long
Sales Analytics	Reports → Sales Analytics	Revenue by customer, item, or period
Purchase Analytics	Reports → Purchase Analytics	Spending by supplier or item
General Ledger	Reports → General Ledger	Every transaction in any account
Trial Balance	Reports → Trial Balance	All account balances at a point in time
Profit & Loss Statement	Reports → Profit and Loss	Revenue and expenses for a period
Balance Sheet	Reports → Balance Sheet	Assets, liabilities, and equity snapshot
VAT Audit Report	Reports → VAT Audit Report	All invoices with VAT amounts — for filing your VAT return
Stock Balance	Reports → Stock Balance	Current stock levels per item and warehouse

Using report filters

Most reports have filters at the top. Common filters include:

• From Date / To Date — set the period you want to analyse
• Company — if you have multiple companies
• Customer / Supplier — drill into a specific party
• Cost Centre — filter by department or project

After setting filters click Refresh to update the report.

Exporting reports

Every report has an Export button at the top right. Choose:

• Excel (.xlsx) — for further analysis in a spreadsheet
• CSV — for importing into other systems
• PDF — for sharing or printing