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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