Skip to main content

Reports

Reports in the ERP system provide comprehensive, real-time insights into your business operations. These reports are designed to help managers, accountants, and decision-makers analyze financial data, track performance, and make timely, informed decisions.

Real-time reporting empowers businesses to stay agile and efficient by offering instant access to key metrics and summaries. These reports cover various modules such as expenses, income, payments, vendors, and more, and are essential for strategic planning and operational monitoring.

Key Features:​

  • Real-Time Data: All reports reflect the most recent data across modules, enabling up-to-date analysis.

  • Multiple Report Types: Includes expense summary, recurring expense reports, payment history, vendor ledger, and failed transactions.

  • Filters & Search: Easily apply filters such as date ranges, vendor names, payment methods, or statuses to narrow down results.

  • Export Options: Download reports in multiple formats such as PDF or Excel for offline use or presentations.

  • Graphical Views: Some reports include visual elements like charts and graphs to aid in quick data interpretation.

Common Actions:​

  • View detailed reports by selecting the desired report category from the Reports menu.

  • Use search and filters to customize the report output.

  • Export or print reports as needed for record-keeping or analysis.

  • Drill down into specific entries for in-depth transaction details.

Account Reports​

Balance Sheet​

The Balance Sheet Report is one of the most critical financial statements in the ERP application. It provides a snapshot of the company’s financial position at a specific date by summarizing assets, liabilities, and equity. This report helps business owners, accountants, and management teams evaluate the financial stability, liquidity, and overall health of the organization. For detailed information, see the Balance Sheet Report.

Profit & Loss​

The Profit & Loss Report, also known as the Income Statement, is a core financial report that summarizes a company's revenues, costs, and expenses over a specific period—typically monthly, quarterly, or annually. This report helps businesses assess their financial performance, understand profitability, and make informed decisions, see the Profit & Loss.

Trial Balance​

The Trial Balance Report is a fundamental accounting report that lists all the general ledger accounts of a business and their debit or credit balances as of a specific date. It is used to ensure that the company's books are mathematically accurate and balanced, see the Trial Balance.

Journal Report​

The Journal Report provides a detailed view of all financial transactions recorded in the accounting system through journal entries. Each journal entry contains at least one debit and one credit, maintaining the double-entry accounting principle. This report serves as a source document for tracing all accounting activities in the system, see the Journal Report.

Daybook​

The Daybook Report (also known as the Daily Transaction Report) is a chronological summary of all financial transactions recorded on a specific day. It captures every debit and credit entry across all ledgers, giving a complete overview of daily financial activity. This report is particularly useful for tracking business operations on a day-to-day basis, see the Daybook.

Daybook Lite​

The Daybook Lite Report is a simplified version of the full Daybook Report. It provides a quick overview of all transactions recorded on a particular day, focusing only on the essential details. This report is ideal for users who need a fast summary without deep-level ledger breakdowns, see the Daybook Lite.

Customer Balance​

The Customer Balance Report provides a summary of the outstanding balances owed by each customer. It reflects the total receivables from customers based on invoices, credit notes, payments, and adjustments. This report is essential for accounts receivable tracking, follow-ups, and cash flow planning, see the Customer Balance.

Account Receivables​

The Accounts Receivable Report provides a detailed view of all outstanding amounts owed by customers for goods or services sold on credit. It is an essential financial report that helps businesses track pending payments, manage cash flow, and improve collection efficiency, see the Account Receivables.

AR Aging Summary Report​

The AR Aging Summary Report presents a categorized summary of outstanding customer balances based on how long each invoice has been overdue. It helps businesses monitor receivables at a glance, assess customer credit risk, and prioritize collection efforts, see the AR Aging Summary Report.

AR Aging Details Report​

The AR Aging Details Report provides a comprehensive invoice-level breakdown of outstanding customer balances categorized by aging periods. Unlike the AR Aging Summary Report, which aggregates balances at the customer level, this report shows each unpaid invoice along with its due date, amount, and aging status—allowing businesses to follow up more effectively and analyze overdue accounts in greater detail, see the AR Aging Details Report.

Vendor Balance​

The Vendor Balance Report provides a comprehensive overview of the outstanding payables to each vendor or supplier within a selected date range. It helps your business track amounts owed, manage vendor credit efficiently, and ensure timely payments. This report is crucial for maintaining healthy vendor relationships and avoiding overdue penalties or supply disruptions, see the Vendor Balance.

Account Payables​

The Account Payables Report in your ERP application provides a consolidated view of the total outstanding dues to all vendors or suppliers. It helps the finance and procurement teams track liabilities, manage payment schedules, and maintain cash flow effectively. This report is essential for keeping your organization’s accounts payable under control and avoiding overdue charges or supply disruptions, see the Account Payables.

AP Aging Summary Report​

The Account Payables Aging Summary Report provides a time-based overview of all outstanding amounts owed to vendors, categorized by how long the invoices have remained unpaid. This report is essential for monitoring overdue payables, managing cash flow, and ensuring timely vendor payments, see the AP Aging Summary Report.

AP Aging Details Report​

The Account Payables Aging Details Report provides a comprehensive view of all outstanding vendor bills, broken down invoice by invoice. It helps finance teams track the status of each unpaid invoice, the duration it has been outstanding, and the respective aging bucket it falls into, see the AP Aging Details Report.

Customer Details Report​

The Customer Details Report provides a centralized view of all customer-related information maintained in the system. It serves as a master record to track, manage, and analyze customer profiles, their financial interactions, and contact information in one place, see the Customer Details Report.

Owner Equity​

The Owner Equity Report provides a summary of the owner’s financial interest in the business. It tracks all equity-related transactions, including capital contributions, drawings/withdrawals, retained earnings, and net income or loss over time. This report is essential for understanding how much of the company’s assets are financed by the owner(s) versus liabilities, see the Owner Equity.

Customer Last Collection Report​

The Customer Last Collection Report provides the latest collection details from each customer. It displays the most recent payment received, helping businesses quickly track customer payment behavior, follow up on overdue accounts, and maintain healthy cash flow. This report is especially useful for the accounts receivable and collections team, see the Customer Last Collection Report.

Sales Reports​

Sales Invoice​

The Sales Invoice Report provides a comprehensive overview of all sales invoices generated within your ERP system. It displays key details related to product/service sales, customer transactions, payment status, and tax details. This report helps businesses monitor revenue, track collections, analyze sales trends, and ensure invoicing accuracy, see the Sales Invoice.

Sales Invoice - Cancelled​

The Sales Invoice – Cancelled Report provides a detailed record of all sales invoices that have been cancelled or voided within the ERP system. This report ensures transparency and accountability by tracking cancellations, reasons, and users involved in the process. It is vital for audit trails, internal controls, and reconciliation of sales data, see the Sales Invoice - Cancelled.

Sales Invoice - Details​

The Sales Invoice – Details Report offers a line-by-line breakdown of each sales invoice generated within your ERP system. Unlike summary reports, this report includes detailed product/service-level data, such as quantity, rate, tax, discount, and total for every item listed in an invoice. It helps users analyze sales activity at a granular level, track individual product performance, and ensure invoice-level accuracy, see the Sales Invoice - Details.

Sales Invoice Overdue​

The Sales Invoice – Overdue Report provides a list of all sales invoices that have not been paid by their due date. It allows users to track outstanding receivables, prioritize follow-ups with customers, and manage cash flow by identifying delayed payments, see the Sales Invoice Overdue.

Sales Invoice Report - Referral​

The Sales Invoice Report – Referral is a specialized report that tracks sales invoices associated with customer or third-party referrals. This report is useful for understanding how much business is being generated through referrals and for calculating referral incentives or commissions if applicable, see the Sales Invoice Report - Referral.

Sales Invoice Report - Sales Person​

The Sales Invoice Report – Sales Person provides a detailed breakdown of sales invoices generated by individual sales personnel. It allows management to evaluate sales performance, track revenue contributions, and monitor customer engagement by each salesperson. This report is vital for performance reviews, target achievements, incentive planning, and branch-wise sales tracking, see the Sales Invoice Report - Sales Person.

Sales Quantity Report - SalesPerson​

The Sales Quantity Report – Sales Person provides a detailed summary of the number of units sold by each salesperson across a specified time period. This report focuses specifically on sales volume, rather than revenue, and helps the management evaluate the performance of individual salespersons based on how many items they sell, see the Sales Quantity Report - SalesPerson.

Reward Points​

The Reward Points Report provides a detailed overview of reward points earned, redeemed, and remaining by customers under your ERP application's loyalty or points-based incentive program. It helps businesses track customer engagement, manage loyalty programs effectively, and reward frequent or high-value customers appropriately, see the Reward Points.

Agent Collections​

The Agent Collections Report provides a comprehensive view of all payments collected by agents (field executives, sales agents, or collection staff) from customers within a selected period. This report ensures transparency, accountability, and performance tracking for each agent involved in the collection of dues, invoices, or advances, see the Agent Collections.

Sales Orders​

The Sales Orders Report in your ERP application provides a complete overview of all sales orders placed by customers within a selected period. This report is a vital part of the sales and inventory workflow, helping businesses track order status, delivery progress, and revenue forecasts, see the Sales Orders.

Credit Note Report​

The Credit Note Report in your ERP application provides a detailed record of all credit notes issued to customers. A credit note is typically generated when goods are returned, billing errors occur, or discounts or adjustments are applied after a sale. This report helps your accounting and sales teams track issued credits and reconcile them against customer accounts and sales invoices, see the Credit Note Report.

Customer Debit Note Report​

The Customer Debit Note Report in your ERP application provides a detailed overview of all debit notes issued to customers. A Customer Debit Note is generated when the business needs to increase the amount receivable from a customer—typically due to underbilling, additional charges, pricing errors, short payments, or interest levied on delayed payments, see the Customer Debit Note Report.

Quotes to Sales Order Comparison​

The Quotes to Sales Order Comparison Report in your ERP application provides a detailed analysis comparing customer quotations (proforma or estimates) with the corresponding sales orders. This report helps evaluate the conversion rate of quotations, monitor pricing adjustments, detect changes in product quantities, and track the overall efficiency of your sales process, see the Quotes to Sales Order Comparison.

Sales Order to Sales Invoice Comparison​

The Sales Order to Sales Invoice Comparison Report in your ERP application provides a clear and comprehensive comparison between sales orders issued to customers and the invoices generated from those orders. It is an essential tool to ensure accurate order fulfillment, timely billing, and efficient revenue tracking.

This report highlights any discrepancies in quantity, pricing, or delivery between what was ordered and what was invoiced, helping sales, finance, and operations teams to maintain transparency and accountability across the sales cycle, see the Sales Order to Sales Invoice Comparison.

Sales Order Advance Comparison Report​

The Sales Order Advance Comparison Report in your ERP application provides a side-by-side analysis of the advance payments received against each sales order. This report is essential for tracking customer prepayments and ensuring that they are properly adjusted against the relevant sales orders or invoices.

It helps finance and sales teams ensure that advance payments are recorded, utilized, and reconciled correctly, maintaining transparency and accuracy in the sales and receivables process, see the Sales Order Advance Comparison Report.

Amc Lmc Report​

AMC & LMC - (Annual Maintenance Contract & Labour Maintenance Contract Report)

The AMC - LMC Report in your ERP application provides a centralized view of all service contracts signed between your company and customers for post-sale maintenance. These may include Annual Maintenance Contracts (AMCs), which cover comprehensive or partial service for a product over a fixed period, and Labour Maintenance Contracts (LMCs), which typically cover only labour without parts.

This report enables service, sales, and finance teams to effectively track contract start and end dates, renewal status, revenue forecasts, and ensure contractual service delivery compliance, see the amc-lmc-report.

Coupon Based Sales Report​

The Coupon Based Sales Report in your ERP application provides a comprehensive overview of all sales transactions where discount coupons, promo codes, or vouchers were applied by customers. This report is essential for analyzing the effectiveness of marketing campaigns, tracking discount impact on sales, and measuring customer engagement with promotional offers, see the Coupon Based Sales Report.

Sales Receipt - Sales Person Report​

The Sales Receipt Report – Sales Person in your ERP application is designed to provide a detailed overview of all sales receipts (payments received) that are linked to each individual sales person. This report is essential for tracking payment collections, monitoring sales performance, and managing sales commission calculations based on actual receipts, see the Sales Receipt - Sales Person Report.

Sales Receipt Report​

The Sales Receipt Report in your ERP application provides a complete view of all payments received from customers against their sales invoices. It helps the finance, accounts, and sales teams track inflows, verify payments, reconcile accounts, and ensure that outstanding balances are reduced systematically, see the Sales Receipt Report.

Sales Receipt - Cheque Bounce Report​

The Sales Receipt - Cheque Bounce Report in your ERP system is a specialized financial report that tracks all cheque payments received from customers that were subsequently dishonored or bounced by the bank. This report is essential for monitoring failed transactions, initiating timely follow-up, and maintaining accurate financial records, see the Sales Receipt - Cheque Bounce Report.

Sales Invoice Warranty Report​

The Sales Invoice Warranty Report in your ERP application provides a comprehensive overview of products sold with warranties. It helps track warranty periods, identify expired warranties, and manage post-sale service commitments. This report is essential for ensuring customer satisfaction and fulfilling contractual warranty obligations efficiently, see the Sales Invoice Warranty Report.

Sales Invoice Spare Warranty Report​

The Sales Invoice Spare Warranty Report provides a detailed record of spare parts sold under warranty through sales invoices. This report is crucial for tracking the warranty status of spare components, helping service teams validate warranty claims and manage after-sales service efficiently, see the Sales Invoice Spare Warranty Report.

Sales Invoice Extended Warranty Report​

The Sales Invoice Extended Warranty Report provides complete visibility into sales invoices that include extended warranty coverage beyond the standard warranty period. It helps your service, accounts, and sales teams track extended warranty commitments, ensure compliance with service terms, and plan post-sales support effectively, see the Sales Invoice Extended Warranty Report.

Payment Scheduling Monthly Report​

The Payment Scheduling Monthly Report provides a consolidated view of all scheduled payments—both outgoing (payables) and incoming (receivables)—organized on a monthly basis. It helps finance teams plan cash flow, ensure timely settlements, and avoid payment delays or penalties, see the Payment Scheduling Monthly Report.

Payment Scheduling Daily Report​

The Payment Scheduling Daily Report provides a day-by-day breakdown of all scheduled payments—both incoming (receivables) and outgoing (payables)—for a specific date. It enables the finance team to focus on immediate payment actions, manage daily cash flow, and ensure timely settlement of obligations, see the Payment Scheduling Daily Report.

Top Sales Analytics Report​

The Top Sales Analytics Report provides a ranked analysis of the highest-performing sales metrics within a selected period. This includes top-selling products, top customers, top salespersons, or top regions, depending on the applied filters. It is designed to help management identify key revenue drivers, recognize high performers, and optimize sales strategies, see the Top Sales Analytics Report.

Low Sales Analytics Report​

The Low Sales Analytics Report identifies the lowest-performing products, customers, salespersons, or regions within a selected time frame. By analyzing sales data from the bottom end, it helps businesses detect underperforming areas, investigate causes, and take corrective actions such as targeted promotions, product bundling, or sales strategy adjustments, see the Low Sales Analytics Report.

Products Reports​

Inventory Valuation Summary​

The Inventory Valuation Summary Report provides a concise, high-level view of the total value of inventory held across products, categories, or warehouses. It helps businesses track stock worth at a given date, combining quantity on hand with the current valuation rate to determine the financial value of inventory, see the Inventory Valuation Summary.

Stock Report​

The Stock Report provides a real-time overview of inventory quantities for each product across warehouses and locations. It helps businesses track available, reserved, incoming, and outgoing stock, enabling better inventory control, order fulfillment, and replenishment planning.

This report is operationally focused — designed for day-to-day monitoring of stock levels rather than purely for financial valuation, see the Stock Report.

Stock Report Multi Uoms​

The Stock Report – Multi UOMs provides a comprehensive view of inventory quantities in multiple Units of Measure (UOMs) for each product across warehouses and locations. This is especially useful for businesses that buy, store, and sell the same product in different units (e.g., cartons, boxes, pieces, kilograms, liters).

Instead of manually converting quantities, this report automatically displays stock levels in all relevant UOMs configured for each item, ensuring accuracy and saving time, see the Stock Report Multi Uoms.

Stock In & Out Summary Report​

The Stock In & Out Summary Report provides a condensed overview of inventory movements—showing the total stock received (In) and total stock issued/sold (Out) for each item during a selected period.

It focuses on summary-level data rather than transaction-level details, making it ideal for quick monitoring of stock flow and inventory trend analysis, see the Stock In & Out Summary Report.

Stock Report details view​

Warehouse Stock Report​

The Warehouse Stock Report gives a real-time snapshot of stock levels for each warehouse or storage location within the organization.

It consolidates inventory quantities across multiple products, categories, and UOMs, showing exactly what is available, where it is stored, and in what quantity, see the Warehouse Stock Report.

Branch Stock Report​

The Branch Stock Report provides a real-time view of inventory levels across all branches of the organization.

It helps management, sales, and logistics teams know exactly which branch has what stock, enabling better order allocation, inter-branch transfers, and inventory optimization, see the Branch Stock Report.

Inventory Adjustment Report​

The Inventory Adjustment Report provides a detailed record of all stock quantity and value changes made through inventory adjustments in the ERP system.

It ensures complete auditability of manual stock corrections, damage write-offs, lost item adjustments, cycle count variances, and reclassifications, helping maintain accurate inventory records, see the Inventory Adjustment Report.

Stock Transfer Report​

The Stock Transfer Report provides a complete record of all inventory movements between warehouses, branches, or storage locations within the ERP system.

It helps track internal stock movements, ensuring that goods are transferred accurately, received on time, and recorded properly in inventory balances, see the Stock Transfer Report.

The Global Search Report allows users to search across all modules, transactions, and master records in the ERP application from a single unified interface. It provides a centralized, fast, and intelligent search function to locate relevant records—such as customers, invoices, payments, stock items, purchase orders, and more—without navigating into each module separately, see the Global Search.

Less Stock Notifications​

The Less Stock Notifications Report provides a real-time overview of products and materials that have fallen below their predefined minimum stock (reorder) levels.

This report helps ensure timely replenishment of inventory, preventing stockouts that can disrupt sales, production, or service delivery, see the Less Stock Notifications.

Minimum Purchase Requirement Report​

The Minimum Purchase Requirement Report helps purchasing teams identify items that must be procured to meet the company’s minimum stock or operational needs.

It compares current inventory levels with defined reorder quantities and generates a list of products that need to be purchased to maintain optimal stock, see the Minimum Purchase Requirement Report.

Sales Summary​

The Sales Summary Report provides a condensed, high-level view of sales performance over a selected period. It aggregates sales data by invoice, product, category, sales channel, or sales person, giving decision-makers a quick overview of total sales revenue, quantities sold, and key performance indicators without diving into transaction-level details, see the Sales Summary.

HSN/SAC Summary​

The HSN/SAC Summary Report provides a consolidated view of sales and purchase transactions grouped by HSN (Harmonized System of Nomenclature) or SAC (Service Accounting Code). It is primarily used for tax compliance—especially for GST filing—by summarizing taxable values, tax rates, and tax amounts per HSN/SAC code, see the HSN/SAC Summary.

Sales Invoice HSN Summary Report​

The Sales Invoice HSN Summary Report provides a summary of sales transactions grouped by HSN (Harmonized System of Nomenclature) or SAC (Service Accounting Code) based specifically on issued sales invoices within a given period.

It helps businesses analyze tax liabilities, ensure GST compliance, and prepare HSN-wise data for statutory filings like GSTR-1, see the Sales Invoice HSN Summary Report.

Product Based On Sale Rate Report​

The Product Based Sale Rate Report provides a comprehensive view of the selling prices of products recorded in sales transactions over a given period. It helps businesses analyze product pricing trends, monitor discounting practices, and ensure consistent sale rates across branches, customers, and salespersons, see the Product Based On Sale Rate Report.

Product Based Profit​

The Product Based Profit Report provides a detailed analysis of profitability at the product level, showing the difference between the sales revenue and the cost of goods sold (COGS) for each product over a selected period.

It enables businesses to identify high-margin and low-margin products, monitor pricing effectiveness, and take strategic decisions to improve overall profitability, see the Product Based Profit.

BOM Report​

The BOM Report provides a structured overview of the components, raw materials, sub-assemblies, and resources required to manufacture a finished product. It helps production, inventory, and procurement teams track material requirements, plan manufacturing, and control costs efficiently, see the BOM Report.

Purchase Landed Cost Summary​

The Purchase Landed Cost Summary Report provides a consolidated view of the total cost of purchased goods, including not just the supplier's invoice price but also additional expenses like freight, customs duties, insurance, and other handling charges.

It helps finance, procurement, and inventory teams accurately determine the true cost of goods for pricing, profitability, and inventory valuation, see the Purchase Landed Cost Summary.

Expense Landed Cost Summary​

The Expense Landed Cost Summary Report provides a consolidated overview of all additional expenses incurred in the process of procuring goods, allocated across various purchase transactions.

Unlike the Purchase Landed Cost Summary Report, which focuses on the total cost of goods, this report emphasizes the breakdown and summary of cost components (freight, customs, insurance, handling charges, etc.) to analyze their overall impact on procurement and operations, see the Expense Landed Cost Summary.

Serial Number Track​

The Serial Number Track Report provides a complete traceability log for individual product serial numbers within the ERP system.

It allows users to track the lifecycle of a specific serialized item—from procurement or production, through sales and service, to warranty or return—across all transactions and warehouses, see the Serial Number Track.

Product Purchase Summary Report​

The Product Purchase Summary Report provides a consolidated view of all product purchases over a selected period, grouped by product or category. It focuses on total purchase quantities, values, and supplier details—helping businesses monitor procurement patterns, evaluate supplier performance, and control inventory costs.

This report is essential for purchasing teams, accountants, and inventory managers to quickly analyze procurement trends without going through transaction-level details, see the Product Purchase Summary Report.

Slow Moving Products (Vendors)​

The Slow Moving Products (Vendors) Report identifies products purchased from specific vendors that have low sales turnover or remain in stock for an extended period. This report helps procurement and inventory teams pinpoint items that may be tying up capital, consuming warehouse space, or becoming obsolete—so corrective actions such as promotions, discounting, or purchase suspension can be taken.

It is especially useful for vendor performance evaluation and for making informed decisions about future purchasing, see the Slow Moving Products (Vendors).

Frequently Return Products​

The Frequently Return Products Report tracks items that are returned most often by customers, helping businesses identify quality issues, mismatched expectations, incorrect deliveries, or recurring defects. This report is crucial for quality control, product evaluation, vendor management, and customer satisfaction improvement.

It draws data from Sales Returns, Credit Notes, and Warranty Claims to provide a clear picture of which products generate the highest number of returns and the reasons behind them, see the Frequently Return Products.

Purchase Reports​

RFQ Report​

The RFQ Report provides a consolidated view of all Requests for Quotation sent to vendors, allowing procurement teams to track, compare, and evaluate supplier quotations before making purchase decisions.

It helps purchasing departments manage the vendor selection process, ensure competitive pricing, and maintain a transparent audit trail for procurement activities, see the RFQ Report.

Purchase Invoice​

The Purchase Invoice Report provides a detailed record of all invoices received from suppliers for goods and services purchased by the organization. It helps the accounts and procurement teams track supplier billing, verify purchase transactions, monitor payment statuses, and ensure accurate accounting.

This report serves as a financial and operational control tool, ensuring that all supplier invoices are properly recorded, matched with purchase orders and goods receipts, and processed for payment in compliance with company policies, see the Purchase Invoice.

Purchase Overdue​

The Purchase Overdue Report tracks supplier invoices and purchase orders whose payment or delivery deadlines have passed. It helps the procurement and accounts payable teams identify overdue obligations, follow up with suppliers, and manage overdue liabilities effectively.

This report is essential for cash flow control, supplier relationship management, and compliance with procurement agreements, see the Purchase Overdue.

RFQ - Details​

The RFQ (Request for Quotation) – Details Report provides a comprehensive view of all RFQs issued to vendors, including each product/service requested, specifications, pricing received, and vendor responses. This report helps procurement teams track, compare, and analyze quotations in detail to make informed supplier selection decisions.

It serves as a key document for vendor negotiations, purchase decision-making, and audit trails, see the RFQ - Details.

Purchase Invoice - Details​

The Purchase Invoice – Details Report provides an itemized breakdown of all goods and services purchased from vendors during a selected period. It displays each purchase invoice with detailed line items, quantities, prices, and taxes, allowing businesses to track procurement costs, verify supplier charges, and analyze purchase trends at the granular level.

This report is essential for accounting accuracy, cost control, and supplier performance tracking, see the Purchase Invoice - Details.

Purchase Rate Different​

The Purchase Rate Different Report helps businesses identify price variations for the same product purchased from different vendors or at different times. It compares purchase rates across multiple invoices to detect inconsistencies, cost fluctuations, or vendor pricing changes.

This report is crucial for procurement analysis, cost control, and supplier negotiation strategies, see the Purchase Rate Different.

Debit Note Report​

The Debit Note Report provides a detailed record of all debit notes issued to vendors or customers within a selected period. Debit notes are typically created when goods are returned, services are not rendered as agreed, or adjustments are made to correct overcharged invoices.

This report ensures transparent tracking of purchase returns, vendor claim settlements, and accounts payable adjustments, see the Debit Note Report.

Pay Bill - Cheque Bounce Report​

The Pay Bill – Cheque Bounce Report provides a detailed list of all vendor bill payments made via cheque that were returned or dishonored by the bank.

It helps businesses monitor failed vendor payments, manage re-issuance processes, and maintain a clear audit trail for financial accuracy and vendor communication, see the Pay Bill - Cheque Bounce Report.

Paybill Report - Agent Based​

The Pay Bill Report – Agent Based provides a comprehensive breakdown of vendor payments made through or managed by specific agents within the organization.

It allows businesses to monitor agent-handled payables, analyze payment performance, and ensure proper accountability for transactions handled on behalf of vendors, see the Paybill Report - Agent Based.

Purchase Receive Report​

The Purchase Receive Report provides a detailed record of goods received from vendors against purchase orders.

It helps track inbound inventory, monitor supplier performance, and ensure that deliveries match the purchase order terms. This report is essential for maintaining accurate stock records and ensuring timely vendor payment processing, see the Purchase Receive Report.

GSTR Reports​

GSTR1 - Sales Invoice​

The GSTR-1 – Sales Invoice Report is a GST-compliance report that consolidates all taxable sales transactions for a given period, formatted as per the Goods and Services Tax (GST) filing requirements. It extracts sales invoice data from the ERP and organizes it for GSTR-1 filing, ensuring accurate tax reporting and compliance with statutory regulations in India, see the GSTR1 - Sales Invoice.

GSTR1 - Detailed​

The GSTR-1 – Detailed Report is a comprehensive GST compliance report that lists all outward supplies (sales transactions) in complete detail, as required for GSTR-1 filing. Unlike the GSTR-1 Sales Invoice Report that focuses on invoice-level summaries, this report provides line-item level details for each sales invoice, ensuring accuracy in GST returns, reconciliation, and audits, see the GSTR1 - Detailed.

GSTR2B - Purchase Invoice​

The GSTR-2B Report is a crucial compliance report in GST, designed to provide businesses with an auto-drafted Input Tax Credit (ITC) statement generated by the GST portal. It is a static monthly report, meaning once generated for a particular tax period, it does not change. This report helps businesses reconcile their purchase-related GST data with supplier filings and claim accurate ITC in their GSTR-3B returns, see the GSTR2B - Purchase Invoice.

GSTR3B​

The GSTR-3B Report in the ERP application is a monthly GST summary return report that consolidates details of outward supplies, inward supplies liable to reverse charge, eligible input tax credit (ITC), and GST liability. It provides the complete dataset required to file Form GSTR-3B on the GST portal, ensuring compliance with statutory requirements in India, see the GSTR3B.

Purchase & Sales History​

Sales & Purchase Comparison​

The Sales & Purchase Comparison Report provides a side-by-side analysis of sales and purchase transactions over a selected period, enabling businesses to compare buying and selling trends. It helps in understanding gross margins, inventory movement patterns, and supplier-customer balance to make better procurement and pricing decisions, see the Sales & Purchase Comparison.

Purchase & Sales Month Based​

The Purchase & Sales Month Based Report provides a month-by-month breakdown of both purchase and sales activities, allowing businesses to track performance trends, identify seasonal demand, and evaluate buying/selling patterns. This report is crucial for understanding how purchases align with sales over time and for optimizing procurement and sales strategies, see the Purchase & Sales Month Based.

Date Based Purchase & Sales​

The Date Based Purchase & Sales Report provides a day-by-day breakdown of purchase and sales transactions within a selected date range. It is designed to give businesses precise visibility into daily trading activities, making it easier to track operational performance, monitor cash flow, and reconcile sales with purchases on specific dates, see the Date Based Purchase & Sales.

Per Day Based Stock​

The Per Day Based Stock Report provides a daily snapshot of inventory levels for each product across your organization. This report helps track stock movements day by day, enabling businesses to monitor availability, prevent shortages, and optimize purchase or production planning, see the Per Day Based Stock.

Expense Reports​

Expense Bill - Details​

The Expense Bill – Details Report provides a comprehensive line-item breakdown of all expense bills recorded in the ERP system. It allows businesses to review each expense transaction with complete details, helping in audit compliance, cost analysis, and vendor payment tracking, see the Expense Bill - Details.

Expense Payments Report​

The Expense Payments Report provides a consolidated view of all payments made against expense bills within a selected period. It focuses on when, how, and to whom the payments were made, allowing businesses to track outgoing cash flow related to operational expenses, see the Expense Payments Report.

Expense Summary​

The Expense Summary Report offers a high-level overview of all business expenses incurred over a chosen period. Instead of showing individual payment transactions, it summarizes expenses by category, vendor, department, or cost center, helping management quickly analyze where money is being spent, see the Expense Summary.

Expense Bill - Cheque Bounce Report​

The Expense Bill – Cheque Bounce Report tracks all expense payments made via cheque that were returned or dishonored by the bank. This report ensures that the finance team can quickly identify failed payments to vendors, take corrective action, and maintain accurate expense and liability records, see the Expense Bill - Cheque Bounce Report.

Audit Logs​

Sales Receipts Logs​

The Sales Receipts Logs Report provides a chronological record of all sales receipt transactions recorded in the ERP system, including every creation, modification, and cancellation. It serves as a transactional audit trail for monitoring receipt activity, ensuring accuracy, and supporting compliance, see the Sales Receipts Logs.

Activity Logs & Audit Trail​

The Activity Logs & Audit Trail Report provides a comprehensive record of all user activities and system events within the ERP application. It serves as a security, accountability, and compliance tool, enabling administrators to trace who did what, when, and from where. This report helps in monitoring system usage, detecting unauthorized actions, and ensuring data integrity, see the Activity Logs & Audit Trail.

Employee Report​

Employee Profile​

The Employee Profile Report in the ERP application provides a complete overview of all employees' personal, professional, and organizational details in a structured format. It acts as a centralized reference for HR and management to access employee-related information quickly and efficiently, see the Employee Profile.

Employee Salary Report​

The Employee Salary Report in the ERP application is a comprehensive payroll reporting tool that consolidates all salary-related details for employees within a selected period. It provides HR, payroll administrators, and management with accurate and transparent insights into salary disbursements, deductions, and net pay, ensuring full compliance with company policies and statutory regulations, see the Employee Salary Report.

Employee Salary Incentives​

The Employee Salary Incentives Report provides a detailed view of all incentive amounts paid to employees in addition to their base salary. This report helps management track performance-based payments, sales commissions, bonuses, and other incentive-related payouts for a selected period.

It is useful for analyzing the effectiveness of incentive programs, identifying top-performing employees, and ensuring accurate payroll processing, see the Employee Salary Incentives.

Employee Advance History Report​

The Employee Advance History Report provides a complete record of all salary advances given to employees over a specific time period. It helps the HR and Accounts departments track advance requests, disbursements, repayments, and outstanding balances. This report ensures transparent documentation for payroll adjustments and compliance, see the Employee Advance History Report.

Salary Revision Report​

The Salary Revision Report in your ERP application is a specialized HR and payroll report that tracks all changes made to an employee’s salary structure over time. This report helps management monitor salary adjustments, understand the reasons behind them, and maintain a historical record for compliance, budgeting, and performance analysis.

It provides clear visibility into salary increments, decrements, allowances, deductions, and other adjustments — whether they are based on performance appraisals, company policy changes, promotions, demotions, or market corrections, see the Salary Revision Report.

Parties Report​

Parties Profiles​

The Parties Profiles Report in your ERP application provides a comprehensive overview of all business parties associated with the company, including customers, vendors, and other business contacts. This report helps in quickly accessing and reviewing detailed profile information for each party, ensuring smooth communication, relationship management, and transaction tracking, see the Parties Profiles.

Parties Profiles Report - Details​

The Parties Profiles Report – Details provides a comprehensive, in-depth view of all registered parties (customers, vendors, suppliers, or business partners) in the ERP system, including their contact details, business information, transaction history, and account status. This report serves as a centralized reference to analyze and manage party relationships effectively.

It helps the business in understanding who the parties are, their transactional behavior, and their financial standing with your company, see the Parties Profiles.

Party Transaction​

The Party Transaction Report in your ERP application provides a comprehensive record of all financial transactions made with a particular party (customer, vendor, or any business associate) over a selected period. This report serves as a detailed ledger for each party, allowing you to track payments, receipts, credits, debits, and outstanding balances, see the Parties Profiles.

Attendance Report​

Daily Attendance​

The Daily Attendance Report in your ERP application provides a detailed overview of employee attendance for a specific date. It helps HR teams, managers, and administrators monitor daily workforce presence, absences, and late arrivals, enabling better shift management, payroll accuracy, and productivity tracking, see the Daily Attendance.

Monthly Attendance​

The Monthly Attendance Report in your ERP application provides a detailed, month-wise overview of employee attendance records, helping organizations monitor attendance patterns, identify irregularities, and ensure compliance with HR policies. This report aggregates daily attendance data into a consolidated monthly format for easy review and analysis, see the Daily Attendance.

Periodic Attendance​

The Periodic Attendance Report in your ERP application provides a detailed overview of employee attendance for a selected custom period, helping HR, management, and team leads analyze work presence, absenteeism, and punctuality trends over time. Unlike daily or monthly reports, this report allows flexible date range selection (e.g., weekly, quarterly, project duration), making it suitable for performance reviews, payroll processing, and compliance monitoring, see the Daily Attendance.

Daily In-Out Details​

The Daily In-Out Details Report in your ERP application provides a detailed record of employee attendance, specifically focusing on their exact in-time and out-time for a given day. This report is useful for HR, payroll, and compliance purposes, ensuring accurate tracking of work hours, late arrivals, early departures, and overtime, see the Daily Attendance.

Month In-Out Details​

The Month In-Out Details Report in your ERP application provides a comprehensive view of employees’ daily in-time and out-time records for the entire month. This report helps HR, management, and payroll teams track attendance patterns, working hours, and punctuality trends over a monthly period, see the Daily Attendance.

Summary Reports​

Expense Payable​

The Expense Payable Report in your ERP application provides a detailed overview of all outstanding expenses that your business needs to pay to vendors, service providers, or other parties within a given period. This report is crucial for managing cash flow, tracking pending payments, and ensuring timely settlement of liabilities, see the Expense Payable.

Cost of Sales​

The Cost of Sales Report in your ERP application provides a comprehensive view of all direct costs incurred to produce and deliver goods or services within a selected period. It helps businesses analyze the actual expenses associated with generating sales revenue, enabling better pricing strategies, profitability analysis, and cost control, see the Cost of Sales.

Inventory Assets​

The Inventory Assets Report in your ERP application provides a comprehensive view of the total value of goods and materials currently held in inventory, categorized based on item type, location, or other defined parameters. This report is essential for businesses to monitor the financial worth of their inventory, maintain accurate asset records, and comply with accounting and audit requirements, see the Inventory Assets.

Input Tax​

The Input Tax Report provides a comprehensive record of all input taxes (such as GST, VAT, or other applicable purchase-related taxes) paid by the business on goods and services purchased during a specified period. This report helps businesses track eligible tax credits, reconcile with supplier invoices, and ensure accurate tax filing.

This report is essential for maintaining compliance with tax regulations and for claiming refunds or input tax credits from tax authorities, see the Input Tax.

Output Tax​

The Output Tax Report provides a comprehensive summary of all the output tax (GST/VAT or other sales taxes) collected by the business from sales transactions over a selected period. This report helps businesses monitor tax liabilities owed to the government based on sales activities and ensures compliance with statutory filing requirements.

It details invoices issued, taxable amounts, tax percentages, and total tax collected, giving businesses full transparency on their sales tax obligations, see the Output Tax.

Tax paid Expense​

The Tax Paid Expense Report provides a detailed overview of all taxes paid by the organization on various expenses within a specific period. This report helps businesses monitor their tax-related outflows, comply with tax regulations, and plan financial strategies effectively. It is particularly useful for tracking GST, VAT, service tax, or other statutory tax payments linked to operational expenses, see the Tax paid Expense.

TDS Payable Report​

The TDS (Tax Deducted at Source) Payable Report in the ERP application provides a consolidated view of all TDS amounts deducted by the business but not yet remitted to the government. This report is essential for tracking outstanding TDS liabilities, ensuring timely compliance with statutory requirements, and avoiding penalties for late payments, see the TDS Payable Report.

TCS Payable Report​

The TCS Payable Report in your ERP application provides a detailed summary of all Tax Collected at Source (TCS) amounts that your business has collected from customers and is liable to remit to the government within a specific period. This report ensures transparency in TCS transactions, aids in compliance with statutory requirements, and helps in tracking outstanding TCS liabilities, see the TCS Payable Report.

TDS/TCS ledger​

TDS Reports​

The TDS Reports – Summary in your ERP application provides a consolidated, high-level view of all TDS deductions for a selected period, helping businesses quickly assess their tax deduction obligations, see the TDS Reports.

TCS Reports​

The TCS Reports section in your ERP application is designed to provide a detailed record of all Tax Collected at Source transactions carried out within the business. TCS is a tax that sellers collect from buyers at the time of sale for certain specified goods or services, as mandated by the Income Tax Act. This report serves as a centralized tool to track, monitor, and manage TCS data, ensuring compliance with statutory requirements, see the TCS Reports.

Bulk Update​

Bulk Price Update​

The Bulk Price Update Report in your ERP application provides a detailed record of all bulk price modification activities performed on products or services within a specific period. This report is especially useful for businesses that frequently update prices due to market fluctuations, seasonal discounts, supplier rate changes, or promotional campaigns, see the Bulk Price Update.

Bulk Product Opening Balance Update​

The Bulk Product Opening Balance Update Report provides a detailed record of all bulk updates made to the opening balances of products in the ERP system. This report is crucial for tracking inventory adjustments at the start of an accounting period or during stock reconciliation, see the Bulk Product Opening Balance Update.

Timesheets​

Timesheet Report​

The Timesheet Report provides a detailed summary of employee working hours, tasks, and project-wise time allocation within a selected period. This report is essential for monitoring productivity, tracking billable and non-billable hours, and analyzing time utilization across projects or clients, see the Timesheet Report.

Project Reports​

Bank and Cash Reports​

The Bank and Cash Reports provide a comprehensive overview of all financial transactions related to bank accounts and cash in hand within the ERP system. These reports are crucial for monitoring the liquidity position of the business, tracking inflows and outflows, reconciling balances, and ensuring accurate financial management.

The reports can be filtered by date range, account type (bank or cash), branch/location, and transaction type. They help in maintaining transparency, detecting discrepancies, and supporting decision-making for fund allocation and expense control, see the Bank and Cash Reports.

Projects Balance​

Projects Balance Report in your ERP application provides a clear overview of the financial status of each project, helping businesses track project-specific income, expenses, and profitability. This report consolidates all transactions linked to a project, enabling accurate project cost analysis and budget monitoring, see the Projects Balance.

Projects Report​

Projects Report in your ERP application gives a comprehensive overview of all ongoing, completed, and upcoming projects, consolidating key details in one place for better tracking and management. This report is essential for project managers, finance teams, and management to monitor progress, timelines, budgets, and resources effectively, see the Projects Report.

Services Reports​

Services Reports​

The Services Reports module in the ERP application provides a comprehensive overview of all service-related transactions, performance metrics, and operational details. This report enables businesses to monitor, evaluate, and manage their service offerings efficiently, ensuring better decision-making and resource optimization.

It consolidates service-related data from various modules such as Sales Orders, Service Invoices, Work Orders, Service Delivery Logs, and Customer Support Tickets, offering insights into service volume, revenue generation, pending tasks, and overall profitability, see the Services Reports.

Service Details Reports​

The Service Details Reports provide a comprehensive view of all service-related transactions and records within the ERP system. It is designed to give businesses an in-depth breakdown of the services offered, purchased, or utilized over a selected period. This report helps management track service performance, client engagement, revenue from services, and operational efficiency, see the Service Details Reports.

Products Service Reports​

The Products Service Reports in the ERP application provide a consolidated view of products and their associated services. This report is particularly useful for businesses that sell products bundled with after-sales services, warranties, or maintenance contracts. It allows tracking of service commitments, service status, and performance metrics linked to each product, see the Products Service Reports.

POS Reports​

POS Invoice​

The POS (Point of Sale) Invoice Report in the ERP application provides a comprehensive overview of all invoices generated through the POS module. It helps businesses track sales transactions processed at retail counters, manage billing accuracy, and monitor daily, weekly, or monthly sales performance.

This report is particularly useful for retail outlets, supermarkets, restaurants, or any business operating a point-of-sale system. It ensures transparency in sales records, enables reconciliation with cash and card receipts, and assists in inventory and revenue tracking, see the POS Invoice.

POS Invoice - Details​

The POS Invoice – Details Report in the ERP application provides a comprehensive and itemized view of all POS (Point of Sale) invoices generated within a specific period. Unlike the summary report, this detailed version captures each product or service sold, along with relevant transaction details, customer information, tax breakdowns, and payment methods.

This report is highly useful for retail businesses, restaurants, and service counters to track exact sales activity, analyze product performance, reconcile daily sales, and audit transactions for accuracy, see the POS Invoice - Details.

Subscription​

Subscription​

The Subscription Report in the ERP application provides a complete overview of all active, expired, and upcoming customer subscriptions. This report helps administrators and managers track subscription plans, renewal dates, payment status, and customer engagement. It ensures that businesses can monitor recurring revenue streams and follow up with customers before subscription expiry, see the Subscription.

Quotes Report​

Quotes Report​

The Quotes Report in the ERP application provides a detailed record of all quotations created for customers within a specified date range. It helps businesses track quotation activity, monitor potential sales opportunities, and analyze quotation-to-order conversion rates. This report allows users to review quotation details, including customer information, quoted products or services, prices, validity periods, and statuses, see the Quotes Report.

Quotes to Sales Invoice​

The Quotes to Sales Invoice Report in the ERP application provides a detailed analysis of all customer quotations (quotes) that have been converted into sales invoices. This report helps track the conversion rate from quotes to actual sales, enabling businesses to evaluate the effectiveness of their sales process, identify bottlenecks, and monitor customer purchasing trends, see the Quotes to Sales Invoice.

GRN Reports​

LR Report​

The LR Report in the GRN (Goods Receipt Note) Reports section of the ERP application provides detailed tracking and verification of LR (Lorry Receipt) details associated with goods received from suppliers. This report is particularly useful for logistics, procurement, and accounts teams to ensure that goods are received as per the transportation documents and to maintain an audit trail of all inward shipments, see the LR Report.

Message Histories​

Email Histories​

The Email Histories Report in the ERP application provides a complete log of all emails sent from the system to customers, vendors, employees, or other stakeholders. This report helps track communication, monitor the status of sent emails, and maintain a history for auditing, compliance, or follow-up purposes, see the Email Histories.

Labour Wages​

Daily Wage Report​

The Daily Wage Report in the ERP application provides a detailed overview of wages earned by employees on a daily basis. It is particularly useful for businesses employing daily wage workers, contract staff, or field workers whose payment is calculated based on attendance, hours worked, or units produced. This report ensures accurate payroll management, simplifies wage disbursement, and helps in monitoring labor costs effectively, see the Daily Wage Report.

Labour Wage Paid Report​

The Labour Wage Paid Report provides a comprehensive record of all wages disbursed to laborers over a selected period. This report helps businesses monitor wage payments, track compliance with statutory requirements, and manage labor-related expenses efficiently. It ensures that every wage transaction is transparent, properly recorded, and easy to reconcile with financial accounts, see the Daily Wage Report.

Labour Advance History Report​

The Labour Advance History Report provides a detailed record of all advance payments made to laborers and their subsequent adjustments against wages. This report ensures complete visibility into advance disbursements, pending balances, and recovery status, thereby helping organizations manage cash flow and maintain accurate payroll records, see the Daily Wage Report.

Payroll Reports​

Payroll Summary​

The Payroll Summary Report provides a consolidated overview of employee payroll details for a selected period. It summarizes total salaries, deductions, allowances, employer contributions, and net payable amounts across the organization. This report is essential for HR, finance, and management teams to monitor payroll expenses, ensure compliance, and streamline salary disbursement, see the Payroll Summary.

Salary Register - Monthly​

The Salary Register – Monthly Report provides a comprehensive record of salary disbursements for all employees within a selected month. It serves as the official payroll ledger, capturing both earnings and deductions, and acts as a reference for salary processing, audits, and statutory compliance.

This report gives management, HR, and accounts teams a complete overview of payroll activity for the month and ensures transparency in salary payments, see the Salary Register - Monthly.

EPF Summary Report​

The EPF (Employees’ Provident Fund) Summary Report provides a consolidated overview of all provident fund contributions made during a selected period. It helps HR, payroll, and accounts teams ensure statutory compliance with EPF regulations by capturing both employee and employer contributions in a clear, organized format.

This report serves as a ready reference for monthly/quarterly returns, audits, and financial planning related to provident fund obligations, see the EPF Summary Report.

ESI Summary Report​

The ESI (Employees’ State Insurance) Summary Report provides a consolidated overview of contributions made by both employees and the employer towards the ESI scheme for a given month or selected period. This report ensures statutory compliance with Employees’ State Insurance Corporation (ESIC) regulations and serves as an essential document for payroll, HR, and compliance teams.

It highlights employee-wise wages, deductions, and employer contributions, making it easy to reconcile and prepare monthly challans for ESIC submission, see the ESI Summary Report.

Monthly Salary Statement Report​

The Monthly Salary Statement Report provides a comprehensive summary of salaries processed for all employees within a selected month. It consolidates earnings, deductions, allowances, and net salary payable, serving as the primary reference document for payroll finalization, financial planning, and employee communication.

This report is essential for management, HR, and accounts departments to review salary disbursement, ensure accuracy, and maintain compliance with statutory requirements, see the Monthly Salary Statement Report.

Contractor Wages​

Contractor Wage Report​

The Contractor Wage Report in your ERP application is designed to provide a detailed record of wages paid to contractors engaged in various projects, services, or tasks. This report helps businesses track contractor payments, manage project expenses, and ensure compliance with statutory obligations. It gives management clear insights into labor costs handled through contractors as opposed to direct employees, see the Contractor Wage Report.

Contractor Advance History Report​

The Contractor Advance History Report in your ERP application provides a complete record of all advance payments made to contractors against their contracts, projects, or work orders. This report helps track advance disbursements, adjustments against final wages, and outstanding advance balances. It ensures transparency in contractor payments and supports effective financial control, see the Contractor Advance History Report.

Contractor Incentive Report​

The Contractor Incentive Report provides a comprehensive overview of the performance-based incentives paid or payable to contractors. This report tracks incentives linked to project milestones, quality of work, timely completion, safety compliance, or any other performance parameters defined by the organization. It ensures transparency in incentive calculations and helps management evaluate contractor efficiency and contributions, see the Contractor Incentive Report.

Selfie Attendance​

Selfie Attendance Report​

The Selfie Attendance Report provides a detailed log of employee attendance records that are verified through selfie-based check-in and check-out. This report helps organizations ensure authenticity of attendance, avoid proxy logins, and maintain transparent workforce monitoring. It integrates biometric-like verification with location and time data, making it especially useful for on-site staff, remote workers, or field employees, see the Selfie Attendance Report.

Selfie Attendance Monthly Report​

The Selfie Attendance Monthly Report provides a consolidated monthly summary of employees’ attendance captured through the Selfie Attendance system. This report ensures transparency and accountability by recording each employee’s attendance status along with the geo-tagged selfie image verification. It is particularly useful for organizations with on-field staff, remote workers, or multiple work locations.

This report helps HR and management track the punctuality, presence, and working patterns of employees across the month. It also serves as a reliable record for payroll processing, compliance, and workforce productivity monitoring, see the Selfie Attendance Monthly Report.

Assets​

Assets Report​

The Assets Report provides a complete overview of all assets owned, leased, or managed by the organization. It helps track asset allocation, usage, depreciation, and current status, ensuring efficient asset management and compliance with accounting standards. This report serves as a single reference point for administrators, finance teams, and management to monitor company resources and make informed decisions regarding asset maintenance, replacement, or disposal, see the Assets Report.

Asset Detailed Report​

The Asset Detailed Report provides an in-depth record of each asset within the organization. Unlike the Assets Report (which gives a summarized overview), this report captures complete lifecycle details of every asset, from purchase to disposal. It is primarily used by finance, operations, and audit teams to verify asset records, monitor depreciation, track usage history, and ensure proper asset management, see the Asset Detailed Report.

CRM Reports​

CRM Lead Report​

The Leads Report in the CRM module provides a complete overview of all leads captured in the system, from initial inquiry to conversion. It helps sales teams track prospects, analyze lead sources, evaluate sales performance, and identify opportunities for improvement.

This report acts as a centralized lead management tool, ensuring no potential customer is missed and sales efforts are effectively monitored, see the CRM Lead Report.

CRM Contact Report​

The Contact Report in the CRM module provides a comprehensive view of all contacts associated with leads, customers, and opportunities. It helps sales and support teams to maintain accurate customer information, track communication history, and ensure effective relationship management.

This report acts as a centralized contact directory, ensuring every stakeholder (customers, vendors, and partners) is well-documented and easily accessible, see the CRM Contact Report.

CRM Ticket Report​

The Ticket Report in the CRM module provides a complete overview of customer support tickets raised through various channels such as email, phone, chat, or directly from the customer portal. It enables support teams to track, prioritize, and resolve customer issues efficiently, ensuring high levels of customer satisfaction and timely service delivery.

This report acts as a centralized dashboard for all customer support requests, helping businesses monitor service quality, identify bottlenecks, and improve customer experience, see the CRM Ticket Report.