Reporting & Analytics

Business intelligence dashboards, custom report builder, scheduled exports, and AI-generated insights across all modules.

Key Capabilities

Click any capability to explore detailed features

Financial Reports
Account movements, income and expenses, cash flow, and project financial summaries.
  • Account movement reports with date range filtering
  • Daily and monthly income and expense breakdowns
  • Cash flow analysis with forecasting
  • Project financial summaries with cost tracking
Sales Reports
Sales analysis by period, payment method, shipping method, and salesperson.
  • Sales by month, quarter, and year with comparisons
  • Revenue breakdown by payment method
  • Sales by shipping method and delivery channel
  • Salesperson performance and commission tracking
Inventory Reports
Stock with valuation, warehouse reports, and inventory movement history.
  • Stock with valuation by costing method
  • Warehouse-level inventory reports
  • Inventory movement and transfer history
  • Stock aging and slow-mover analysis
Operational Reports
Document audit trails, task reports, and compliance documentation.
  • Document audit trail with change history
  • Task completion and workload reports
  • Customs and regulatory compliance reports
  • Quote-to-order conversion analysis
Custom Report Builder
Design custom reports with scheduled generation and multi-format export.
  • Drag-and-drop report designer
  • Scheduled report generation and email distribution
  • Export to PDF, Excel, and CSV formats
  • Async report processing for large datasets
AI Analytics
Automated insight generation, anomaly alerts, and trend detection.
  • Automated insight surfacing from operational data
  • Anomaly detection with configurable alert thresholds
  • Trend analysis with predictive projections
  • Natural language report summaries
15+

Built-in report types covering finance, sales, inventory, and operations

Real-time dashboards
AI-powered insights
Multi-format export
15+ report types

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