Reports and Dashboards - Bizaxl Documentation

Your dry fruit business system includes a comprehensive set of reports, charts, and monitoring widgets. This page describes every report available, what business question it answers, who should use it, and where to find it.

Number Cards: At-a-Glance Monitoring

Number cards are the large figures displayed at the top of each workspace. They give you an instant answer to your most important daily questions without opening a report.

Stock Workspace Number Cards

Card	What It Shows	Who Uses It	When to Check
Total Stock Value	The combined value of all inventory across all warehouses at current cost rates	Warehouse Manager, Finance Manager	Daily, to track working capital tied in stock
Total Warehouses	Number of active warehouse locations	Administrator	During setup and periodic audit
Total Active Items	Count of items in the catalogue that are not disabled	Catalogue Manager	Monthly, when reviewing the product range

Selling Workspace Number Cards

Card	What It Shows	Who Uses It	When to Check
Annual Sales	Total sales invoice value for the current financial year	Sales Manager, Business Owner	Weekly or monthly to track annual sales performance
Sales Orders to Deliver	Count of confirmed sales orders that have not yet been fully dispatched	Warehouse Manager, Sales Manager	Daily, to plan dispatch workload
Sales Orders to Bill	Count of delivered orders that have not yet been invoiced	Accounts Receivable	Daily, to prevent missed billing
Active Customers	Count of customers who have placed at least one order	Sales Manager	Monthly, when reviewing customer base health

Buying Workspace Number Cards

Card	What It Shows	Who Uses It	When to Check
Purchase Orders to Receive	Count of open purchase orders where goods have not yet arrived	Warehouse Manager, Procurement Officer	Daily, to plan receiving workload
Purchase Orders to Bill	Count of received goods that have not yet been invoiced by the supplier	Accounts Payable	Daily, to track outstanding supplier liabilities
Annual Purchase	Total purchase invoice value for the current financial year	Finance Manager, Business Owner	Monthly, to monitor total procurement spend
Active Suppliers	Count of active supplier accounts	Procurement Officer	Quarterly, when reviewing supplier relationships

Accounting Number Cards

Card	What It Shows	Who Uses It	When to Check
Total Incoming Bills	Total value of sales invoices raised this month	Finance Manager	Daily
Total Incoming Payments	Total value of payments received from customers this month	Accounts Receivable	Daily
Total Outgoing Bills	Total value of purchase invoices received from suppliers this month	Accounts Payable	Daily
Total Outgoing Payments	Total value of payments made to suppliers this month	Accounts Payable	Daily

GST India Number Cards

Card	What It Shows	Who Uses It	When to Check
Pending e-Waybills	Number of transactions that require an e-Waybill but do not have one yet	GST Accountant, Dispatch Team	Before every dispatch run
Pending e-Invoices	Number of B2B invoices above the threshold that have not been submitted to the IRP portal	GST Accountant	Daily during invoice season
Invoice Cancelled, e-Invoice Active	Invoices cancelled in the system where the e-Invoice has not been cancelled on the portal	GST Accountant	Daily, as these need urgent resolution

Dashboard Charts

Dashboard charts are graphical summaries embedded in your workspaces. Each chart tells a visual story about business performance over time.

Stock Charts

Warehouse Wise Stock Value

What it shows: a bar chart comparing the total stock value held in each warehouse
Business question: which warehouse is carrying the most inventory value, and is this in line with your storage strategy?
Who uses it: Warehouse Manager, Finance Manager
Where to find it: Stock workspace, top of the dashboard
Typical use: check whether too much capital is locked in raw material storage versus finished goods

Buying Charts

Purchase Order Trends

What it shows: a bar chart showing the total value of purchase orders placed each month over the last 12 months
Business question: are we buying more or less compared to last year? Does our purchasing match our seasonal patterns?
Who uses it: Procurement Officer, Finance Manager, Business Owner
Where to find it: Buying workspace, top of the dashboard
Typical use: review before the dry fruit buying season to ensure procurement budget is aligned

Selling Charts

Sales Order Trends

What it shows: a bar chart of total sales order value by month
Business question: is sales growing month on month? Which months are the strongest?
Who uses it: Sales Manager, Business Owner
Where to find it: Selling workspace, top of the dashboard
Typical use: weekly sales review with the team to identify acceleration or slowdown

Top Customers

What it shows: the customers who have generated the most sales value in the selected period
Business question: who are your most important customers? Are you too dependent on one buyer?
Who uses it: Sales Manager, Business Owner
Where to find it: Selling dashboard

Item-wise Annual Sales

What it shows: which products are generating the most revenue across the year
Business question: which dry fruit products drive the business? Are premium products growing?
Who uses it: Sales Manager, Purchasing team
Typical use: annual planning to decide which products to invest in

Stock and Inventory Reports

Stock Ledger

Purpose: shows every stock movement for a specific item, warehouse, or date range with opening and closing balances
Business question: where did this batch go? What happened to item X between 1st and 31st January?
Who uses it: Warehouse Manager, Accountant, Quality Inspector
Where to find it: Stock workspace under Stock Reports
Typical use: investigating a stock discrepancy or tracing a recalled batch

Stock Balance

Purpose: shows the current quantity and value of every item in every warehouse
Business question: how much of each product do we have right now and what is it worth?
Who uses it: Warehouse Manager, Procurement Officer, Finance Manager
Where to find it: Stock workspace under Stock Reports
Typical use: daily stock check, weekly procurement planning meeting

Stock Ageing

Purpose: shows how long stock has been sitting in the warehouse, grouped by age ranges
Business question: do we have slow-moving stock that is approaching expiry?
Who uses it: Warehouse Manager, Sales Manager
Where to find it: Stock workspace under Stock Reports
Typical use: monthly review to identify batches that need to be promoted or marked down before expiry

Batch-Wise Balance History

Purpose: shows the quantity of each batch that was received, consumed, and remains in stock
Business question: how much of Batch ALM-2024-001 did we sell and how much is left?
Who uses it: Quality Inspector, Warehouse Manager
Where to find it: Stock workspace under Key Reports
Typical use: batch traceability, recall investigations

Stock Projected Quantity

Purpose: shows the expected future stock level for each item based on open purchase orders and sales orders
Business question: will we run out of Cashews before the next delivery arrives?
Who uses it: Procurement Officer, Sales Manager
Where to find it: Stock workspace under Stock Reports

Item Shortage Report

Purpose: flags items where current stock is below the reorder level
Business question: which products need to be ordered right now?
Who uses it: Procurement Officer, Warehouse Manager
Where to find it: Stock workspace under Key Reports
Typical use: morning check to trigger purchase orders before stock-outs occur

Batch Item Expiry Status

Purpose: lists all batches with their expiry dates so near-expiry stock can be prioritised
Business question: which batches are expiring in the next 30 days?
Who uses it: Warehouse Manager, Sales Manager
Where to find it: Stock workspace under Other Reports
Typical use: weekly review to identify stock requiring promotional selling

Warehouse-Wise Stock Balance

Purpose: shows stock quantities for each item broken down by warehouse location
Business question: how much almond stock do we have in the cold store vs the dispatch warehouse?
Who uses it: Warehouse Manager
Where to find it: Stock workspace under Stock Reports

Buying and Procurement Reports

Purchase Analytics

Purpose: shows total purchase value by item, supplier, or time period in a pivot table format
Business question: how much have we spent with each supplier this year? Which products have we bought the most of?
Who uses it: Procurement Officer, Finance Manager
Where to find it: Buying workspace under Key Reports, or directly from the Buying workspace shortcut

Purchase Order Analysis

Purpose: shows the status of all purchase orders: how much has been received and how much is still pending
Business question: which purchase orders are overdue? What are we still waiting to receive?
Who uses it: Procurement Officer, Warehouse Manager
Where to find it: Buying workspace under Key Reports

Procurement Tracker

Purpose: traces each item from Material Request through to Purchase Receipt in one view
Business question: has the Material Request for pistachios been converted to a purchase order yet?
Who uses it: Procurement Officer
Where to find it: Buying workspace under Key Reports

Supplier Quotation Comparison

Purpose: shows quotes received from multiple suppliers for the same item side by side
Business question: which supplier is offering the best price for cashews this season?
Who uses it: Procurement Officer, Purchase Manager
Where to find it: Buying workspace under Other Reports

Item-wise Purchase History

Purpose: shows purchase history for a specific item across all suppliers and time periods
Business question: how has the price of almonds trended over the last two years?
Who uses it: Procurement Officer, Finance Manager
Where to find it: Buying workspace under Other Reports

Purchase Receipt Trends

Purpose: charts the volume of goods received month by month
Business question: is our goods receiving workload seasonal?
Who uses it: Warehouse Manager, Procurement Officer
Where to find it: Buying workspace under Other Reports

Sales Reports

Sales Analytics

Purpose: pivot table of sales by item, customer, territory, or sales person for any date range
Business question: which customers are growing? Which products are declining?
Who uses it: Sales Manager, Business Owner
Where to find it: Selling workspace shortcut or Key Reports

Sales Order Analysis

Purpose: shows the delivery and billing status of every sales order
Business question: which orders have been dispatched but not yet invoiced?
Who uses it: Sales Manager, Accounts Receivable
Where to find it: Selling workspace under Key Reports

Item-wise Sales History

Purpose: shows all sales transactions for a specific item by customer and period
Business question: how much Medjool Dates did Customer XYZ buy last quarter?
Who uses it: Sales Executive, Sales Manager
Where to find it: Selling workspace under Key Reports

Sales Funnel

Purpose: shows the conversion of Leads to Opportunities to Sales Orders in a funnel view
Business question: where are we losing potential new customers in the sales process?
Who uses it: Sales Manager
Where to find it: Selling workspace under Key Reports

Customer Acquisition and Loyalty

Purpose: shows how many new customers were acquired versus how many returned in each period
Business question: are we retaining our customers or constantly replacing lost ones?
Who uses it: Sales Manager, Business Owner
Where to find it: Selling workspace under Key Reports

Inactive Customers

Purpose: lists customers who have not placed an order in a defined period
Business question: which customers have gone quiet and need a follow-up call?
Who uses it: Sales Executive, Sales Manager
Where to find it: Selling workspace under Key Reports

Customer Credit Balance

Purpose: shows how much unused advance payment each customer has in the system
Business question: does Customer A have advance credit that we should apply to their next invoice?
Who uses it: Accounts Receivable
Where to find it: Selling workspace under Other Reports

Accounts Receivable Reports

Accounts Receivable

Purpose: lists all outstanding (unpaid) customer invoices with their age in days
Business question: who owes us money and for how long?
Who uses it: Accounts Receivable, Finance Manager
Where to find it: Receivables workspace under Reports

Accounts Receivable Summary

Purpose: summarises total outstanding balance per customer
Business question: which customer has the largest overdue balance?
Who uses it: Finance Manager, Business Owner
Where to find it: Receivables workspace under Reports

Customer Ledger Summary

Purpose: shows a running balance for each customer across invoices and payments
Business question: what is the net position with Customer ABC - do they owe us or do we owe them?
Who uses it: Accounts Receivable
Where to find it: Financial Reports workspace under Ledgers

Accounts Payable Reports

Accounts Payable

Purpose: lists all outstanding (unpaid) supplier invoices with age in days
Business question: which supplier invoices are due for payment this week?
Who uses it: Accounts Payable, Finance Manager
Where to find it: Payables workspace under Reports

Supplier Ledger Summary

Purpose: summarises total outstanding balance per supplier
Business question: how much do we owe Supplier X in total?
Who uses it: Accounts Payable
Where to find it: Payables workspace under Reports and Financial Reports workspace

Financial Statements

Trial Balance

Purpose: shows all account balances to verify that debits equal credits before period closing
Business question: are the books balanced for this period?
Who uses it: Accountant, Finance Manager
Where to find it: Financial Reports workspace

Profit and Loss Statement

Purpose: shows total income minus total expenses for a period, resulting in net profit or loss
Business question: did we make money this month?
Who uses it: Business Owner, Finance Manager
Where to find it: Financial Reports workspace

Balance Sheet

Purpose: shows total assets, liabilities, and equity at a specific date
Business question: what is the net worth of the business today?
Who uses it: Business Owner, Finance Manager
Where to find it: Financial Reports workspace

Cash Flow Statement

Purpose: shows cash inflows and outflows from operations, investing, and financing activities
Business question: why do we show a profit but have less cash than last month?
Who uses it: Business Owner, Finance Manager
Where to find it: Financial Reports workspace

General Ledger

Purpose: shows every accounting entry across all accounts for a given period
Business question: what individual transactions make up the balance in account X?
Who uses it: Accountant
Where to find it: Financial Reports workspace under Ledgers

GST Reports

GSTR-1

Purpose: the monthly return of outward supplies (sales) required for GST filing
Business question: how much GST did we collect from customers this month, broken down by supply type?
Who uses it: GST Accountant
Where to find it: GST India workspace

GSTR-3B Details

Purpose: the summary return combining sales tax liability with eligible input tax credit
Business question: how much net GST do we owe to the government this month?
Who uses it: GST Accountant
Where to find it: GST India workspace

HSN-wise Summary of Outward Supplies

Purpose: shows total sales and GST collected, grouped by HSN code, for GSTR-1 reporting
Business question: how much revenue and GST came from each HSN category (e.g., 0813 for dry fruits)?
Who uses it: GST Accountant
Where to find it: GST India workspace

GST Sales Register

Purpose: a detailed list of every sales invoice with GST breakdown
Business question: what are the full GST details of all sales for this period?
Who uses it: GST Accountant
Where to find it: GST India workspace

GST Purchase Register

Purpose: a detailed list of every purchase invoice with input tax credit details
Business question: how much ITC is available from each purchase invoice?
Who uses it: GST Accountant
Where to find it: GST India workspace

e-Invoice Summary

Purpose: shows all e-Invoices generated with their IRN numbers and status
Business question: which invoices have been successfully validated by the IRP portal?
Who uses it: GST Accountant
Where to find it: GST India workspace

Audit Trail

Purpose: shows all changes made to GST-relevant documents with timestamps and user information
Business question: who changed this invoice and when?
Who uses it: GST Accountant, Compliance Officer
Where to find it: GST India workspace

Helpdesk Reports

Ticket Analytics

Purpose: shows ticket volume, resolution times, and agent performance over a selected period
Business question: how many tickets did we receive this month and how quickly did we close them?
Who uses it: Support Manager
Where to find it: Helpdesk workspace under Reports

Ticket Summary

Purpose: shows a summary of open, resolved, and overdue tickets by team or agent
Business question: how many tickets are currently open and overdue?
Who uses it: Support Manager, Business Owner
Where to find it: Helpdesk workspace under Reports

​Number Cards: At-a-Glance Monitoring

​Stock Workspace Number Cards

​Selling Workspace Number Cards

​Buying Workspace Number Cards

​Accounting Number Cards

​GST India Number Cards

​Dashboard Charts

​Stock Charts

​Buying Charts

​Selling Charts

​Stock and Inventory Reports

​Stock Ledger

​Stock Balance

​Stock Ageing

​Batch-Wise Balance History

​Stock Projected Quantity

​Item Shortage Report

​Batch Item Expiry Status

​Warehouse-Wise Stock Balance

​Buying and Procurement Reports

​Purchase Analytics

​Purchase Order Analysis

​Procurement Tracker

​Supplier Quotation Comparison

​Item-wise Purchase History

​Purchase Receipt Trends

​Sales Reports

​Sales Analytics

​Sales Order Analysis

​Item-wise Sales History

​Sales Funnel

​Customer Acquisition and Loyalty

​Inactive Customers

​Customer Credit Balance

​Accounts Receivable Reports

​Accounts Receivable

​Accounts Receivable Summary

​Customer Ledger Summary

​Accounts Payable Reports

​Accounts Payable

​Supplier Ledger Summary

​Financial Statements

​Trial Balance

​Profit and Loss Statement

​Balance Sheet

​Cash Flow Statement

​General Ledger

​GST Reports

​GSTR-1

​GSTR-3B Details

​HSN-wise Summary of Outward Supplies

​GST Sales Register

​GST Purchase Register

​e-Invoice Summary

​Audit Trail

​Helpdesk Reports

​Ticket Analytics

​Ticket Summary