Dashboard Number Cards
These appear at the top of each workspace and give you a real-time count at a glance.Dashboard Charts
Stock & Inventory Reports
Access these from the Stock workspace or by searching in the top bar.Stock Balance
Business question: What quantity of each medicine do we currently have in each warehouse? Who uses it: Counter staff (to confirm availability before selling), inventory staff, store manager Action it supports: Reorder a product; confirm stock before processing a large orderStock Ledger
Business question: What happened to the stock of this particular medicine over time - who received it, who sold it, when? Who uses it: Inventory staff, accounts staff during audits Action it supports: Trace a discrepancy; answer a customer query about a batchBatch Item Expiry Status
Business question: Which batches of medicines are approaching their expiry date? Which have already expired? Who uses it: Pharmacist, store manager - run this daily or weekly Action it supports: Move near-expiry stock to the front; arrange returns to supplier; write off expired stock
Available Batch Report
Business question: For a specific medicine, which batches are currently in stock, what are their quantities, and when do they expire? Who uses it: Pharmacist (when dispensing), inventory staff Action it supports: Dispense from the earliest-expiring batch first (FEFO)Batch-Wise Balance History
Business question: How has the balance of a specific batch changed over time? Who uses it: Inventory staff, accounts during audit Action it supports: Trace how a batch was consumed or transferredStock Ageing
Business question: How long has our stock been sitting in the warehouse? Is anything staying too long? Who uses it: Store manager, inventory staff Action it supports: Identify slow-moving medicines; consider promotions or returnsStock Reconciliation
Business question: Does the system count match the physical count for each product? Who uses it: Store manager (during stock taking) Action it supports: Identify shrinkage, theft, or data entry errors; correct stock levelsClosing Stock Balance
Business question: What was our stock position at the end of a specific period? Who uses it: Accounts staff, management Action it supports: Prepare financial period reports; calculate cost of goods soldItem-wise Purchase History
Business question: How much of each medicine have we bought, from whom, and at what price? Who uses it: Procurement staff, store manager Action it supports: Negotiate better prices; evaluate supplier reliabilityItem-wise Sales History
Business question: How much of each medicine have we sold over a period? Who uses it: Management, procurement Action it supports: Identify fast-movers and slow-movers; plan purchasing volumesMaterial Request Trends
Business question: How frequently are we running out of stock and raising replenishment requests? Who uses it: Store manager Action it supports: Adjust reorder levels; improve purchasing frequencyPurchasing Reports
Purchase Analytics
Business question: How much are we spending on purchases over time? Which suppliers account for the most spend? Who uses it: Management, procurement Action it supports: Renegotiate supplier terms; consolidate purchasingPurchase Order Analysis
Business question: Which purchase orders are overdue? Which orders are partially received? Who uses it: Procurement staff, store manager Action it supports: Follow up with suppliers; re-order overdue itemsPurchase Order Trends
Business question: How is our ordering volume changing month by month? Who uses it: Management Action it supports: Forecast purchasing budget; align with sales trendsProcurement Tracker
Business question: For a specific order, where is it in the procurement cycle - ordered, partially received, fully billed? Who uses it: Procurement staff Action it supports: Track order progress end-to-endSupplier Scorecard
Business question: How reliable are our suppliers - do they deliver on time and at the right quality? Who uses it: Store manager, procurement Action it supports: Identify underperforming suppliers; make sourcing decisionsSales Reports
Sales Analytics
Business question: How are sales performing across time periods, customers, and product categories? Who uses it: Management, store manager Action it supports: Spot trends; set sales targetsSales Register
Business question: What is the list of all sales invoices issued in a period, with tax and total amounts? Who uses it: Accounts staff Action it supports: GST reconciliation; revenue reportingGross Profit
Business question: What margin are we making on each product or product group? Who uses it: Management Action it supports: Adjust pricing; identify low-margin productsCustomer Credit Balance
Business question: Which customers have outstanding amounts they owe us? Who uses it: Accounts staff Action it supports: Follow up for payment; apply credit limitsCustomer-wise Sales
Business question: How much has each customer bought over a period? Who uses it: Store manager, sales Action it supports: Identify top customers; manage loyalty rewardsAccounts & Financial Reports
Accounts Receivable
Business question: Who owes us money, how much, and how long have they owed it? Who uses it: Accounts staff Action it supports: Chase outstanding payments; apply late feesAccounts Payable
Business question: Which supplier invoices are due for payment this week/month? Who uses it: Accounts staff Action it supports: Prioritise payments; avoid penaltiesGeneral Ledger
Business question: What is the complete record of all financial transactions for an account or period? Who uses it: Accounts staff, auditors Action it supports: Audit trails; financial reviewsTrial Balance
Business question: Are all our accounts in balance? What are the totals for each account? Who uses it: Accounts staff Action it supports: Period-end closing; financial statement preparationBalance Sheet
Business question: What does the business own and owe at a point in time? Who uses it: Management, accountants Action it supports: Financial health assessmentProfit and Loss Statement
Business question: Are we profitable? What are our revenues and expenses for the period? Who uses it: Management, accountants Action it supports: Performance review; tax filingPurchase Register
Business question: What is the complete list of purchase invoices in a period with tax breakdown? Who uses it: Accounts staff Action it supports: Input tax credit claims; GST reconciliationBank Reconciliation Summary
Business question: Do our recorded payment transactions match what is shown on the bank statement? Who uses it: Accounts staff Action it supports: Identify unrecorded transactions; catch errorsGST Reports
GSTR-1
Business question: What are all my outward (sales) supplies for the month, categorised for GST filing? Who uses it: Accounts staff Action it supports: Monthly GST return filing with GSTNGSTR-3B
Business question: What are my net GST liabilities for the month after adjusting input tax credit? Who uses it: Accounts staff Action it supports: Monthly GST payment and return filingGST Sales Register
Business question: Detailed list of all GST-applicable sales transactions for a period Who uses it: Accounts staff, auditors Action it supports: GST audit preparationGST Purchase Register
Business question: Detailed list of all GST-applicable purchase transactions for a period Who uses it: Accounts staff Action it supports: Input tax credit reconciliationHSN-wise Summary of Outward Supplies
Business question: What is my total sales value and tax grouped by HSN code? Who uses it: Accounts staff Action it supports: HSN-level reporting required in GSTR-1e-Invoice Summary
Business question: Which invoices have e-invoice IRNs, which are pending, and which failed? Who uses it: Accounts staff Action it supports: Ensure all eligible invoices are compliantHow to Run a Report
- Go to any workspace (e.g. Stock) and click Reports in the sidebar, or search the report name in the top bar
- Set your filters - date range, item, supplier, warehouse, etc.
- Click Run (or the filter apply button)
- To save for later or share, use Save to create a named saved report
- To export, click the Export button to download as Excel or CSV
