Stock and profit reports

Reports for stock on hand, low stock, item movement, profit, and cash flow.

Updated

These reports live in the Item & Stock, Profitability, and Expense groups on the Reports screen.

Item & stock reports

  • Stock summary — how much of each item you hold and its value at cost.
  • Stock summary (sale value) — the same list valued at your selling price.
  • Stock detail — every movement in and out for a single item. Pick the item with the Item filter.
  • Low stock summary — items that have run low, so you know what to reorder.
  • Item detail — a full history for one item. Pick it with the Item filter.

Profit reports

  • Bill-wise profit — the profit on each invoice.
  • Item-wise profit — the profit made on each item.
  • Simple P&L — a plain profit-and-loss summary for the period.

Expense reports

  • Expense report — everything you spent, grouped for the period.
  • Cash flow — money in against money out, so you can see what is left.

Set the date range and export any of these to CSV, PDF, or Excel.