Reporting & Analytics

Standard and custom reports, dashboards, and export. Finance, inventory, sales, and operational reports in one place.

Financial Reports

  • Trial Balance: By period; compare periods; export.
  • Income Statement (P&L): Revenue, cost, expenses; configurable layout and comparison.
  • Balance Sheet: Assets, liabilities, equity; as at date.
  • Cash Flow: Operating, investing, financing; direct or indirect.
  • General Ledger Detail: Transaction listing by account or date range.
  • AP / AR Ageing: Outstanding by vendor/customer and age bucket.
  • VAT / Tax Reports: For local compliance (e.g. VAT return support).

Inventory Reports

  • Stock Summary: Quantity and value by item, warehouse, or category.
  • Stock Movement History: All movements with dates and references.
  • Valuation Report: Inventory value by costing method.
  • Low Stock / Reorder: Items below minimum; reorder suggestions.

Sales & Purchasing Reports

  • Sales Summary: Sales by period, customer, item, region.
  • Sales History: Detailed line-level sales data.
  • Purchase Summary: Purchases by period, vendor, item.
  • Open Orders: Open sales and purchase orders.

HR & Payroll Reports

  • Payroll Summary: By department, cost centre, or period.
  • Leave Report: Balances and usage.
  • Headcount: Employee counts and turnover.
  • Statutory Reports: PAYE, pension, IRP5-related.

Dashboards & Analytics

  • Executive Dashboard: Key metrics: revenue, margin, cash, outstanding.
  • Operational Dashboard: Orders, shipments, stock levels, backlog.
  • Custom KPI: User-defined metrics and targets.

Report Options

  • Filters: Date range, company, branch, account, customer, vendor, etc.
  • Export: Print, PDF, Excel; schedule and email.
  • Saved Layouts: Save favourite parameter sets.