Reports

The app can create comprehensive PDF reports that can be tailored to meet your specific requirements. Moreover, it simplifies the process of extracting data in CSV file format, giving you the flexibility to set the delimiter and attributes as per your needs. The default delimiter is a comma, but you can also select from other options such as a semi-colon, colon, or tab based on your preference.

To configure your reports and extracts options, you need to follow the steps given below:

- Go through the list of available reports and extracts.
- Enable or disable specific reports and extracts based on your requirements.
- Add or remove attributes as per your business needs.
- Choose the actions you want to enable or disable, such as print, share, preview, or email.

Page Option

To make it easier to create PDF reports, you can set up general page options that will apply to all of them. Here are some of the options you can choose from:

- Standard page sizes like A4, letter, and legal.
- Custom page sizes if you need something specific.
- Font style, size, and color for the report content.
- Header and footer content, such as your company name, logo, address, contact information, and any other text you want to add.

By defining these options, you can save time and ensure consistency across all of your PDF reports.

POS Receipt Report

This is the actual ticket or receipt generated at the Point of Sale, formatted specifically for thermal or POS receipt printers. It includes transaction details such as item list, prices, taxes, totals, payment method, and timestamp. Designed for immediate customer delivery at checkout, either as a printed receipt or digital copy.

Items Web Link

Provides a direct-access web link to a live view of item data, for sharing with external vendors or clients without requiring a login.

Cards Report

A PDF-format report that displays detailed information about a specific item, including SKU, description, category, pricing, stock levels, and any associated barcodes or images. Commonly used as printed labels or quick-reference sheets for inventory and warehouse management.

Expense Report

Shows categorized and itemized expense summaries over a given time period.

Invoice Report

Represents the official invoice document issued to customers, including all itemized charges, taxes, and total due. Used for billing and legal purposes.

Order Report

Represents the formal sales order issued for fulfillment. Contains customer details, product list, quantities, and shipping terms.

Price List Report

Presents a structured list of item prices, possibly segmented by customer groups or pricing tiers. Useful for internal review or sharing with clients.

Purchase Order Report

Official purchase order issued to vendors for goods or services. Includes ordered items, quantities, pricing, and terms.

Quotation Report

This is the customer-facing quote used in sales scenarios. Details products and prices offered before issuing an invoice or order.

Quotation Report

A separate quotation format used to estimate or propose the cost and scope of work for services or production, prior to generating a work order.

Receipt Report

This is the actual Point-of-Sale (POS) receipt provided to a customer after a transaction. It includes itemized product details, quantities, unit prices, taxes, total amount, payment method, and transaction time. Designed for direct printing or digital delivery, it serves as a purchase confirmation and proof of payment.

Reception Report

Tracks the reception of goods from suppliers, comparing received quantities with purchase orders. Highlights discrepancies and delivery dates.

Request Report

It includes detailed information like the requester’s identity, the issue description, any attachments, status updates, assigned personnel, and resolution notes. This is not a list or summary of requests, but a full, standalone report of an individual request, ideal for audits or communication with stakeholders.

Route Report

Displays route planning or delivery execution data, including destinations, driver assignments, and completion logs.

Shipping Report

Summarizes shipping activity with package details, destinations, tracking numbers, and courier statuses.

Stock List Report

Provides a comprehensive snapshot of all available stock items, quantities, and warehouse locations.

Stock Reorder Report

Highlights items that have fallen below reorder thresholds, helping maintain optimal inventory levels.

Stock Value Report

Calculates the current total value of inventory based on quantity and cost or retail price. Useful for accounting and asset tracking.

Timesheet Report

Summarizes time worked by employees across projects or dates. Useful for invoicing clients or evaluating productivity.

Work Order Report

Represents a formal work order with assigned tasks, deadlines, materials, and instructions for execution.