Products, stock and reports

Sales reports, receivables ageing and dashboard

Reports are not prepared separately; they are built from the invoices you issue and the payments and expenses you record. You choose the year and the month, and the figures are on the screen.

Try free for 14 days See plans

Six ready-made reports
Personal dashboard
Excel and CSV export

Sales report: chart of revenue and payments received by month and a table of sales by user.

Ready-made reports

Each report is a separate tab and uses the same period filter.

Sales: monthly revenue, payments received, profit and sales by user
Expenses and profit: by month and by category
Receivables ageing: open receivables by due date
Quotes: pipeline and win rate
Products: best-selling products
Customers: customers by revenue

Quote report: quote pipeline by status and win rate.

Dashboard

The dashboard that opens when you sign in is arranged for each user. You add, remove and reorder widgets and change their width. The company owner decides which role sees which widget.

18 widgets: open receivables, 12-month chart, my tasks, leave and others
Favourites marked with a star in the menu
Global search: customers, quotes, invoices, products and other records

Dashboard: figure cards, 12-month chart of invoicing and payments received, tasks.

Export and accounting

Most lists are downloaded as Excel or CSV with the current filter and sort order. In plan L the accounting tab provides the journal lines and the VAT summary.

Customer, product, quote, invoice, expense and stock lists
Journal export: CSV or XLSX
Data for your own reporting tool through the API

Frequently asked questions

Can I design my own report?

There is no report designer. The ready-made reports are used with the period filter; for a different breakdown you download the lists to Excel or use the API.

Which members of staff can see the reports?

Reports depend on the “view reports” permission. You grant the permission by role.

Which plan includes reports?

Reports are available from plan M. The accounting export is in plan L.

Try it with your own data

All modules are open for 14 days. No card details are requested and nothing needs to be installed.