Reports

See how the business is doing across modules, run sales, receivables, payables, stock and cash reports for any period, export them and save the views you use often.

• Read the Analytics & Reports dashboardGet a cross-module view of revenue, spend, profit and stock, and find every report in one library.
• Find and run a reportSearch the library, open a report and choose the period it covers.
• See sales by customer and itemFind out who your best customers are, which items sell most and which invoices you raised in a period.
• Track overdue invoices and vendor duesSee which customers owe you, how long invoices have been overdue, and what you owe your vendors.
• Check stock value and low stockSee what's on hand and what it's worth, spot items to reorder and trace every movement of an item.
• Review cash, bank, the day book and GST summariesSee money in and out of cash and bank, every transaction in date order, and a quick GST summary for a period.
• Export a report to PDF, Excel or CSVDownload a report with the period you've chosen, to share, print or work on in a spreadsheet.
• Save a report view and reopen itSave a report with its period so you can come back to it in one click.

See what Reports can do on the product page. Automating it? Use the Reports API.