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.
- Sales & purchase by items — every item on one line: how much you sold and bought, the amounts, the average sale and purchase rates, the profit or loss, and the current stock. The Sales Rate and Purchase Rate are weighted averages (total amount divided by total quantity), not the last price entered. An item with no sales or purchases in the period is still listed if it holds stock, showing that stock with empty movement columns; an item that neither moved nor holds any stock is not listed, and neither is a service that did not move. A service that did move is listed with a blank stock cell, because a service has no stock. The totals row adds quantities across items measured in different units, so read it as a rough total — and the Sales Rate and Purchase Rate totals are the same kind of rough total: a plain sum of the rates shown above them, not a second weighted average, so it can add a per-kg rate to a per-litre rate on a mixed catalogue. The date range affects the sales and purchase figures; current stock is always as of now.
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.
- Balance sheet — a snapshot of what the business owns and owes on one date. It is a derived summary, not double-entry bookkeeping: capital is a balancing figure, and it has no opening equity, depreciation, loans or drawings.
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.