Overview
The Reports module provides analytical and printable insights into operational data, allowing users to generate structured reports based on: Customer Orders, Invoices, Payments, Statements
Reports help users:
- Monitor sales performance
- Analyze transaction history
- Track operational activity
- Export data for external use
Accessing Reports
Navigation Path
From the Main Dashboard:
- Go to Reports
- Select Customer Orders, and select the report options:
| Option | Description |
| Customer Orders | Reports based on sales orders |
| Invoices | Reports based on billing data |
| Payments | Payment tracking reports (future) |
| Statements | Customer account summaries (future) |
Reports Panel
Overview
When selecting a report (e.g., Customer Orders), a side panel opens where users configure report parameters before generating the output.
Report Filters & Parameters
Quick Select
Allows fast selection of predefined date ranges.
Options
| Category | Values |
| Week | This, Last Week, Last 2–4 Weeks |
| Month | This, Last Month, Last 2–6 Months |
| Quarter | This, First, Second, Third, Fourth |
| Year | This, Last |
| Custom | User-defined date range |
Date Range
| Field | Description |
| From Date* | Start date of the report |
| To Date* | End date of the report |
Additional Filters
| Field | Description |
| Customer Name | Filter by specific customer |
| Sales Rep | Filter by assigned sales representative |
| State | Filter by order status |
Report Type
Determines the level of detail in the report.
| Type | Description |
| Summary | Aggregated data (totals and grouped information) |
| Detail | Line-by-line transactional data |
Output Format
Defines the export format of the report.
| Format | Description |
| Printable document format | |
| Excel | Editable spreadsheet format |
Generating a Report
Steps
- Select a report type (e.g., Customer Orders)
- Choose a Quick Select option or define a custom date range
- Apply filters (optional)
- Select Type (Summary or Detail)
- Select Output (PDF or Excel)
- Click Report
Buttons
| Button | Action |
| Report | Generate the report |
| Cancel | Close panel without generating |
Report Output
PDF Report
When selecting PDF, the system generates a formatted report preview.
Example: Customer Order Summary Report
Typical fields include:
| Column | Description |
| CO Number | Customer Order identifier |
| Invoice No. | Linked invoice (if available) |
| Customer Name | Customer associated |
| Reference | Order reference |
| State | Order status |
| Count | Number of entries |
| Quantity | Total quantity |
| Amount | Total monetary value |
Report Features
- Printable layout
- Timestamp and user reference
- Page numbering
- Totals summary at the bottom
Excel Report
When selecting Excel:
- Data is exported in spreadsheet format
- Allows sorting, filtering, and analysis
- Ideal for accounting and reporting workflows
Report Behavior
- Reports are generated based on selected filters only
- Summary reports group data automatically
- Detail reports include all transactional lines
- Data reflects real-time system records
Best Practices
- Use Quick Select for fast reporting
- Use Custom range for audits or specific periods
- Choose Summary for high-level analysis
- Choose Detail for operational review
- Export to Excel for further data manipulation
Common Issues
Report Shows No Data
- Date range has no records
- Filters are too restrictive
Incorrect Totals
- Verify selected Type (Summary vs Detail)
- Check applied filters
Cannot Generate Report
- Missing required dates
- Invalid date range