Reports and Dashboards provide real-time visibility into business performance.
They help organizations:
Monitor daily operations
Track financial performance
Analyze trends
Identify risks
Make informed decisions
All reports are generated from live transactional data.
No manual data compilation is required.
The ERP System provides different categories of reports.
Used by daily users to monitor activities.
Examples:
Sales Order Summary
Purchase Order Summary
Stock Balance Report
Work Order Status
Open Issues Report
Purpose:
Track pending and completed transactions.
Used by finance and management.
Examples:
Trial Balance
Profit & Loss Statement
Balance Sheet
Cash Flow Statement
Accounts Receivable
Accounts Payable
Purpose:
Monitor financial health and compliance.
Used for trend analysis and performance evaluation.
Examples:
Monthly Sales Trend
Item-wise Sales
Supplier Performance
Inventory Turnover
Production Efficiency
Purpose:
Support strategic decision-making.
Navigate to:
Module → Reports
Or use Global Search to type report name.
Most reports include:
Filter section
Date range selector
Company selection
Export options
Refresh button
Common filters:
Date range
Customer
Supplier
Item
Warehouse
Status
Always use filters to narrow down relevant data.
Reports usually contain:
Tabular data
Summary totals
Grouping options
Drill-down capability
Clicking on a value allows:
Viewing detailed transactions
Opening underlying document
This ensures full traceability.
Reports can be exported to:
Excel
CSV
Used for:
Management presentations
Audit documentation
External reporting
Some reports can be scheduled to:
Automatically email daily
Send weekly summaries
Share monthly financial statements
Helps automate monitoring.
A dashboard is a visual summary of key business metrics.
It displays:
Charts
KPI cards
Trend graphs
Pending approvals
Shows user-specific tasks and shortcuts.
Displays KPIs related to a module.
Example:
Sales dashboard
Inventory dashboard
Finance dashboard
Common KPIs include:
Sales:
Total Sales
Pending Orders
Monthly Growth
Purchase:
Open Purchase Orders
Supplier Outstanding
Inventory:
Stock Value
Low Stock Items
Slow Moving Items
Finance:
Receivables
Payables
Net Profit
Manufacturing:
Production Completed
WIP Value
Rejection Rate
Users may:
Add shortcut cards
Add custom charts
Rearrange widgets
Pin frequently used reports
Managers can monitor performance in one screen.
Sales Register
Opportunity Pipeline
Customer Outstanding
Item-wise Sales
Purchase Order Summary
Supplier Outstanding
GRN Pending Invoice
Stock Balance
Stock Ledger
Reorder Level Report
Stock Aging
Trial Balance
Profit & Loss
Balance Sheet
Aging Report
Bank Reconciliation
Work Order Summary
Production Plan Summary
BOM Cost Report
WIP Report
Always verify date range
Check company filter
Ensure transactions are submitted
Avoid using draft data for reporting
Reconcile financial reports monthly
Recommended Monthly Review:
Sales Review:
Sales trend
Top customers
Pending deliveries
Procurement Review:
Supplier performance
Purchase variance
Inventory Review:
Slow moving items
Dead stock
Reorder items
Finance Review:
Profitability
Receivables aging
Payables aging
Production Review:
Production variance
Efficiency report
Running report without proper filters
Comparing reports from different date ranges
Ignoring draft vs submitted status
Exporting incomplete data
Not reconciling reports with ledger
Reports are only as accurate as:
Correct master data
Proper transaction entry
Timely submission
Accurate stock movement
Valid accounting configuration
Important for audit:
General Ledger
Stock Ledger
Audit Trail
Tax Summary Report
Document Version History
These reports support internal and external audits.