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All reports

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All reports

The Reports page lists all 84 reports in groups such as DayBook, Financial Statements, Ledger, Customer, Expense, Sales, Purchase, GST, Stock Overview and Tag Stock.

  • Browse on the left lets you show All groups, Accounts, Stock or Saving Schemes.
  • Search reports… at the top finds a report by name. Type “stock” to see all stock reports.
  • Click the star next to a report to bookmark it. Click Bookmarks to see only your bookmarked reports, and All reports to see everything again.
  • Click + more under a group to see the rest of its reports.

Common controls in reports

Most reports share the same controls:

ControlWhat it does
Date PresetQuick periods such as Today, This Month or This FY
Custom Date RangePick your own from and to dates
ApplyRuns the report for your choices
ResetClears your choices
Export / Excel / PDF / PrintSaves or prints the report, where the button is shown

If a report shows “No data found”, pick a wider date range or clear the filters.