The Reporting Module in DAAI Business Suite helps you understand, manage, and optimize your company’s financial and marketing performance. It’s divided into two main areas:
1. Statements
This section focuses on your financial records and compliance-related reporting. Use these tools for tax preparation, payment tracking, and internal audits.
Subfunctions:
TDS Expenses
Track all transactions with Tax Deducted at Source applied. Helps with TDS return filing and vendor compliance.Invoice and Payments
Get a complete view of invoices issued and the payments received or pending. Filter by customer, due date, or amount.All Expense By Accrual
View expenses based on accrual accounting — recorded when incurred, not when paid. Great for matching costs to revenue.GST Expenses
Shows a breakdown of all GST-related expenses. Includes CGST, SGST, and IGST for easier tax filing and credit claiming.All Expense By Cash
Displays only cash-based expense transactions — essential for cash flow analysis and petty cash audits.PnL By Range
Generate a Profit & Loss statement for any time period. Helps in reviewing business performance, profitability, and trends.
2. Reports
This section gives you a strategic view of your business with comparisons, analytics, and performance tracking.
Available Reports:
Profit & Loss Report
Analyze income vs. expenses side by side. Get a visual breakdown to assess your company’s financial health over any date range.Revenue Report
Drill down into income sources and spending habits. Useful for identifying high-performing revenue streams and cost centers.Marketing Report
Track lead performance and sales funnel health. Compare lead statuses across stages, campaigns, or time frames to optimize marketing efforts.