How to Use the Reporting Module?

The Reporting Module is split across three separate pages, each accessed from the left-hand sidebar. Pick the right page first — Reports and Statements are independent routes, not tabs of the same page.

🧭 Three pages, three uses

1️⃣ Reporting > Statements

Compliance-flavored — TDS, GST, Invoices, Expenses, and Ledger.

1. Pick a date range (Start Date / End Date).
2. Tick the statements you want.
3. Click Generate Report.
4. Click Export to download.

2️⃣ Reporting > Reports

Strategic / analytical — PnL, Sales Revenue, and Marketing.

1. Open the specific report page from the sidebar (each report has its own page — there is no in-page tab switcher).
2. Pick a report type: PnL by Range, PnL Yearly, PnL Comparison, Sales Revenue, or Marketing.
3. Apply filters — date range, project, owner, category, source, etc.
4. View the charts and tables on-screen.
5. Click Export to download (Excel, PDF, or CSV).

3️⃣ Reporting > Stock On Hand

Live inventory snapshot for Catalog items configured with Has Quantity Limit = On.

1. Filter by Catalog Category if needed.
2. Sort by remaining quantity.
3. Export the snapshot.

🛠️ Step-by-Step (any reporting page)

1. Access the Module — go to the Reporting section from the left-hand menu.
2. Choose Your Category:
   • For compliance and transactional data: open Statements.
   • For performance analytics: open Reports.
   • For live inventory levels: open Stock On Hand.
3. Select Report Type — pick the specific page from the sidebar (e.g., “PnL by Range”, “Marketing Report”). Each report has its own page, not in-page tabs.
4. Apply Filters — set date ranges, categories, departments, projects, owners, or other custom filters to narrow down the data.
5. Export or Print — every report can be exported to Excel, PDF, or CSV for sharing with stakeholders or filing.

👥 Use Cases

• Accountants — use TDS, GST, Expenses by Invoice, Expenses by Payment, and Ledger statements for compliance.
• Operations Managers — use PnL by Range and Sales Revenue reports to assess team or department performance.
• Marketing Teams — monitor campaign results and lead conversion via the Marketing Report.
• Inventory / Ops — check live stock levels via Stock On Hand before raising large quotes.
• CEOs & Founders — use PnL Yearly and PnL Comparison to scan high-level financial trends and make strategic decisions.

📌 Tips:

• Take a snapshot Export at financial-year-end before any cleanup or archive.
• Use PnL Comparison to quickly answer “are we doing better than last quarter?”.
• Use Stock On Hand before raising large quotes for catalog items so you don’t over-promise inventory.
• Remember: “PnL by Range” lives under Reports, while “GST Expenses” lives under Statements — they are different pages.