> ## 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 & Monitoring > Every report, chart, number card, and dashboard available in Bizaxl Medical Retail - what each one answers and who uses it. Bizaxl gives you a comprehensive set of reports that cover every part of your medical retail business. This page lists all available reports grouped by business area, with plain-language explanations of what each one answers and what action it should prompt. Reports list view showing stock, selling, and accounting report categories *** ## Dashboard Number Cards These appear at the top of each workspace and give you a real-time count at a glance. | Number Card | Workspace | What It Shows | | --------------------------------------- | ---------- | --------------------------------------------------------------------------- | | **Total Warehouses** | Stock | How many storage locations you have configured | | **Total Stock Value** | Stock | Total value of all stock on hand across all warehouses | | **Total Active Items** | Stock | How many products are enabled and available for sale | | **Total Outgoing Bills** | Accounting | Total value of purchase invoices in the current period | | **Total Incoming Bills** | Accounting | Total value of sales invoices in the current period | | **Total Incoming Payment** | Accounting | Total payments received from customers | | **Total Outgoing Payment** | Accounting | Total payments made to suppliers | | **Pending e-Waybills** | GST India | e-Waybills that have been generated but not yet used | | **Pending e-Invoices** | GST India | Sales invoices that need an IRN to be generated | | **Invoice Cancelled, e-Invoice Active** | GST India | Invoices that were cancelled in the system but still have active e-invoices | *** ## Dashboard Charts | Chart | Workspace | Business Question It Answers | | ------------------------------ | ---------- | --------------------------------------------------------------------------- | | **Warehouse-wise Stock Value** | Stock | Which warehouse holds the most stock value? Is stock distributed correctly? | | **Sales Order Trends** | Selling | Are sales orders growing, declining, or flat month over month? | | **Purchase Order Trends** | Buying | How is purchasing volume changing over time? | | **Profit and Loss** | Accounting | Are we making money? How do revenues compare to expenses this month? | | **Territory Wise Sales** | CRM | Which area generates the most sales? | *** ## 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 order ### Stock 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 batch ### Batch 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 Batch Item Expiry Status report showing item name, batch number, manufacturing date, expiry date, and remaining quantity ### 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 transferred ### Stock 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 returns ### Stock 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 levels ### Closing 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 sold ### Item-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 reliability ### Item-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 volumes ### Material 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 frequency *** ## Purchasing 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 purchasing ### Purchase 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 items ### Purchase 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 trends ### Procurement 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-end ### Supplier 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 decisions *** ## Sales 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 targets ### Sales 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 reporting ### Gross 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 products ### Customer 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 limits ### Customer-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 rewards *** ## Accounts & 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 fees ### Accounts Payable **Business question:** Which supplier invoices are due for payment this week/month? **Who uses it:** Accounts staff **Action it supports:** Prioritise payments; avoid penalties ### General 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 reviews ### Trial 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 preparation ### Balance 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 assessment ### Profit 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 filing ### Purchase 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 reconciliation ### Bank 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 errors *** ## GST 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 GSTN ### GSTR-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 filing ### GST 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 preparation ### GST 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 reconciliation ### HSN-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-1 ### e-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 compliant *** ## How to Run a Report 1. Go to any workspace (e.g. Stock) and click **Reports** in the sidebar, or search the report name in the top bar 2. Set your filters - date range, item, supplier, warehouse, etc. 3. Click **Run** (or the filter apply button) 4. To save for later or share, use **Save** to create a named saved report 5. To export, click the **Export** button to download as Excel or CSV Stock Balance report with date, warehouse, and item filter fields visible