> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt > Use this file to discover all available pages before exploring further. # Reports and Dashboards > A complete guide to every report, dashboard chart, and number card in the dry fruit business system - what each one shows, who uses it, and when to use it. 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