Reports and Analytics Overview

The Bizaxl Toy Store comes with a set of reports and dashboards built specifically for toy retail. Some are custom-built for this solution; others are standard reports that are particularly useful for this business. This page explains every report and visual available to you.

Overview of available reports and dashboard charts in the toy store solution

Number Cards (Live Totals)

Number cards appear on the Home, Sales, Purchase, Inventory, and Accounting workspaces. They show live counts or totals calculated from current data.

Home and Sales Workspaces

Card	What It Shows	Who Uses It	Business Question Answered
Today Sales	Total value of all sales billed today (POS and invoices)	Store Manager, Business Owner	How much have we sold today?
Yesterday Sales	Yesterday’s total for day-on-day comparison	Store Manager	Are today’s sales tracking better or worse than yesterday?
This Month Sales	Running month-to-date sales total	Store Manager, Business Owner	How is this month going compared to target?
Cash Balance	Current balance in the cash account	Cashier, Accounts Team	How much cash is in the till right now?
Bank Balance	Current balance in the bank account	Store Manager, Accounts Team	What is the bank position today?

Inventory Workspace

Card	What It Shows	Who Uses It	Business Question Answered
Total Stock Value	The combined value of all stock held across all warehouses	Store Manager, Business Owner	What is the current value of our inventory investment?

Purchase Workspace

Card	What It Shows	Who Uses It	Business Question Answered
Annual Purchase	Total purchase order value placed this financial year	Procurement Officer, Business Owner	How much have we spent on buying toys this year?
Purchase Orders to Receive	Count of orders placed but goods not yet received	Procurement Officer	Which deliveries are we still waiting for?
Purchase Orders to Bill	Count of received orders not yet invoiced	Accounts Team	Which supplier bills have we not yet processed?

Accounting Workspace

Card	What It Shows	Who Uses It	Business Question Answered
Total Outgoing Bills	Total value of all sales invoices raised this year	Accounts Team	What is our total billing volume this year?
Total Incoming Bills	Total value of all purchase invoices this year	Accounts Team	What is our total purchase cost this year?
Total Outgoing Payment	Total payments made to suppliers this year	Accounts Team	How much have we paid suppliers so far?

Dashboard Charts

Charts appear on the Home, POS, and Inventory workspaces. They show trends and comparisons visually.

Home and POS Workspaces

Chart	Type	What It Shows	Who Uses It
Daily UPI vs Cash vs Card Trends	Bar/Line chart	Each day’s collections split by payment mode - UPI, cash, and card	Cashier, Store Manager, Accounts Team
This Month UPI vs Cash vs Card Trends	Bar/Line chart	This month’s payment mode breakdown, day by day	Store Manager, Accounts Team
Top 5 Selling Items	Custom report chart	The five best-selling toys by quantity across all POS invoices	Store Manager, Procurement Officer

How to use the payment mode charts: At the end of each day, the cashier and store manager use these charts to verify that the payment totals shown match what was actually collected. If the card total on screen is higher than the card machine printout, there may be a missing or wrongly recorded transaction. How to use Top 5 Selling Items: The procurement officer checks this chart weekly to make sure the top 5 products are well-stocked. If a best-seller is running low, a Material Request should be raised immediately.

Inventory Workspace

Chart	Type	What It Shows	Who Uses It
Warehouse wise Stock Value	Custom chart	The total stock value held in each warehouse (Main Store vs Inward Store)	Warehouse Manager, Store Manager

How to use Warehouse wise Stock Value: If the Inward Store has a higher value than the Main Store, it means goods have arrived but not yet been moved to the shelf. This is a prompt to process the stock transfer.

Custom Reports

These reports are built specifically for the Bizaxl Toy Store. Access them through the Inventory workspace or via the Search bar.

Sales and POS Reports

Report	Based On	What It Shows	Who Uses It	Where to Access
Top 5 Selling Items	POS Invoice	The five toys that generated the most revenue at the counter	Store Manager, Procurement Officer	POS Workspace, Reports
Today Sales	POS Invoice	A summary of all sales billed today	Cashier, Store Manager	Sales Workspace, Reports
Yesterday Sales	POS Invoice	All sales from the previous business day	Store Manager	Sales Workspace, Reports
This Month Sales	POS Invoice	All sales for the current calendar month	Store Manager, Business Owner	Sales Workspace, Reports
Daily UPI vs Cash vs Card Trends	POS Invoice	Payment mode breakdown per day	Cashier, Accounts Team	Home Workspace, POS Workspace
This Month UPI vs Cash vs Card Trends	POS Invoice	Monthly payment mode breakdown	Store Manager, Accounts Team	Home Workspace, POS Workspace

Stock and Inventory Reports

Report	Based On	What It Shows	Who Uses It	Typical Use Case
Low Stock Report	Item master and current stock	Items that have fallen below their minimum reorder level	Procurement Officer, Store Manager	Run weekly to decide what to order
Bin-wise Toy Store Stock	Stock bins	Current stock quantity and value for each item in the main warehouse, shelf by shelf	Warehouse Manager	Used during stock counting or before placing orders
Stock Moving Report	POS Invoice and stock entries	Items that are actively moving (selling) vs items that are sitting still	Store Manager	Identify slow movers that may need a promotion
Batch Expiry Status Report	Batch records	All batch-tracked items with their expiry dates and current stock levels	Warehouse Manager, Store Manager	Run monthly to identify stock approaching expiry
Expired Items List	Batch records	Items whose expiry date has already passed	Warehouse Manager, Store Manager	Run to identify stock that must be written off or returned to supplier
Item Expiry within 90 Days	Batch records	Items that will expire within the next 90 days	Store Manager, Procurement Officer	Run monthly to plan clearance promotions or supplier returns before expiry

Standard Reports (Most Useful for Toy Retail)

These are standard reports available across the system. The most relevant ones for a toy store are listed below.

Inventory

Report	What It Shows	Access From
Stock Ledger	Full movement history for any item or warehouse - every receipt, sale, transfer, and adjustment	Inventory Workspace
Stock Balance	Current stock levels for all items across all warehouses	Inventory Workspace
Stock Projected Quantity	Expected stock levels after accounting for pending orders and sales	Inventory Workspace
Item Prices	All selling and buying prices for all items	Inventory Workspace

Sales and Purchase

Report	What It Shows	Access From
Sales Analytics	Sales breakdown by item, customer, or period	Sales Workspace
Sales Order Analysis	Status of all open sales orders - what is pending delivery and billing	Sales Workspace
Purchase Analytics	Purchase breakdown by item, supplier, or period	Purchase Workspace
Purchase Order Analysis	Status of all open purchase orders	Purchase Workspace
Procurement Tracker	Full procurement pipeline from material request to invoice	Purchase Workspace
Item-wise Sales History	How much of each toy has been sold over time	Sales Workspace
Item-wise Purchase History	Buying history by item and supplier	Purchase Workspace

Finance

Report	What It Shows	Access From
General Ledger	Every transaction posted to every account	Accounting and Financial Reports Workspaces
Trial Balance	Summary of all account balances at a point in time	Accounting Workspace
Profit and Loss Statement	Revenue, cost of goods, and net profit	Financial Reports Workspace
Balance Sheet	Assets, liabilities, and equity	Financial Reports Workspace
Accounts Receivable	What customers owe you and for how long	Receivables Workspace
Accounts Payable	What you owe suppliers and when it is due	Payables Workspace
Sales Register	All sales invoices in a period with tax breakdowns	Receivables Workspace
Purchase Register	All purchase invoices in a period	Payables Workspace
Gross Profit	Selling price minus purchase cost per item	Financial Reports Workspace

How to Run a Report

Go to the relevant workspace (e.g., Inventory for stock reports, Sales for sales reports).
Click the report name under the relevant section.
Set your filters - typically a date range, item, warehouse, or supplier.
Click Run or Refresh.
Use the Export button to download as Excel or CSV if you need to share the data.

Report screen showing filter fields and run button

Tips for Monitoring Daily Operations

Start each morning by checking the Home workspace number cards: yesterday’s sales, current cash, and bank balance.
Check Top 5 Selling Items every Monday to make sure your best sellers are well stocked going into the week.
Run Low Stock Report every Friday before placing weekly purchase orders.
Run Item Expiry within 90 Days on the first of every month to plan promotions for items nearing expiry.
Review Daily UPI vs Cash vs Card Trends at the end of each day to cross-check the till against the payment mode totals.

Point of Sale

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Toy Store

Number Cards (Live Totals)

Home and Sales Workspaces

Inventory Workspace

Purchase Workspace

Accounting Workspace

Dashboard Charts

Home and POS Workspaces

Inventory Workspace

Custom Reports

Sales and POS Reports

Stock and Inventory Reports

Standard Reports (Most Useful for Toy Retail)

Inventory

Sales and Purchase

Finance

How to Run a Report

Tips for Monitoring Daily Operations

​Number Cards (Live Totals)

​Home and Sales Workspaces

​Inventory Workspace

​Purchase Workspace

​Accounting Workspace

​Dashboard Charts

​Home and POS Workspaces

​Inventory Workspace

​Custom Reports

​Sales and POS Reports

​Stock and Inventory Reports

​Standard Reports (Most Useful for Toy Retail)

​Inventory

​Sales and Purchase

​Finance

​How to Run a Report

​Tips for Monitoring Daily Operations

Number Cards (Live Totals)

Home and Sales Workspaces

Inventory Workspace

Purchase Workspace

Accounting Workspace

Dashboard Charts

Home and POS Workspaces

Inventory Workspace

Custom Reports

Sales and POS Reports

Stock and Inventory Reports

Standard Reports (Most Useful for Toy Retail)

Inventory

Sales and Purchase

Finance

How to Run a Report

Tips for Monitoring Daily Operations