The Reporting group in DaaI Business Suite is the single launch-pad for every financial, compliance, and analytical view of your company. It is split into three top-level pages, each tuned to a different audience and use-case.
📑 1. Statements (/daai/statements)
Compliance-flavored ledgers and transaction lists — the day-to-day workspace for accountants, auditors, and tax preparers.
- TDS Expenses — every expense with Tax Deducted at Source applied; for return filing and vendor compliance.
- GST Expenses — CGST / SGST / IGST breakdown across all GST-bearing expenses for input-credit claims.
- Invoices & Payments — issued invoices vs payments received or pending; filter by client, due date, or amount.
- Expenses by Invoice (accrual basis) — expenses recorded when incurred. Great for matching costs to revenue.
- Expenses by Payment (cash basis) — only cash-based expense transactions; ideal for cash-flow analysis and petty-cash audits.
- Ledger Report — chronological double-entry ledger view for internal audits and reconciliation.
📊 2. Reports (/daai/reports)
Strategic, dashboarded views for managers, founders, and leadership — designed for decision-making, not filings.
- PnL by Range — Income / Expenses / Net Profit for any custom date range.
- PnL Yearly — year-over-year Profit & Loss summary.
- PnL Comparison — side-by-side PnL between two periods (e.g., “this quarter vs last quarter”).
- Sales Revenue Report — revenue trend, top clients, top projects, and high-performing revenue streams.
- Marketing Report — leads → prospects → opportunities funnel + source mix.
📦 3. Stock On Hand (/daai/stock-on-hand)
Live snapshot of every Catalog item with its current on-hand quantity. Only items configured with Has Quantity Limit = On are tracked here.
📌 Tip: Use Stock On Hand before raising large quotes for catalog items so you don’t over-promise inventory you don’t have.
📚 Related Articles
- Reporting Overview — what each statement and report shows at a glance.
- How to Use the Reporting Module — picking the right page, applying filters, exporting.
- How to Generate Statements — step-by-step generation walkthrough.