Documentation › Reports

Reports

Sales by product or customer, AR/AP aging, forecasts, and custom filtered views.

What it does

Custom, filterable reports built by date range, customer, vendor, or workflow status, alongside ready-made ones: sales by product, sales by customer, per-party AR and AP aging, cash flow forecast, and budget versus actual. Everything exports.

Why it matters

Standard financial statements answer standard questions; day-to-day operational questions — which product actually sells, who owes the most and for the longest — need a flexible report builder instead.

How to use it

  1. Open Reports from Financial Statements.
  2. Pick a ready-made report, or set a date range and any customer/vendor/status filters.
  3. Review order details with qty, rate, and status columns, or export the result.

Main buttons and actions

  • Set date range
  • Filter by customer/vendor/status
  • Export
  • Open AR/AP aging

Example workflow

  1. Start from a specific question (e.g. "what did this customer order last quarter").
  2. Filter down to just that data.
  3. Export or share the result.