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The Reports module provides pre-built and customisable reports drawing data from Finance, HR, Inventory, and Projects — giving you a single place to analyse business performance without exporting to spreadsheets.

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What Reports owns

  • Financial reports — P&L, balance sheet, cash flow, aged receivables/payables
  • HR reports — headcount, payroll summary, leave balances, attendance
  • Inventory reports — stock valuation, movement history, low stock alerts

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Data flows into Reports from

ModuleWhat it sends
FinanceFinancial data
HRWorkforce data
InventoryStock data
ProjectsProject data

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Common tasks

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Run a Profit & Loss report

1

Open Reports → Financial → Profit & Loss

2

Set the date range

Choose a start and end date, or select a preset period (This Month, This Quarter, This Year).
3

Apply filters (optional)

Filter by department or cost centre to see a segmented P&L.
4

View or export

Review the report on screen, or click Export to download as PDF or CSV.

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Run an aged receivables report

1

Open Reports → Financial → Aged Receivables

2

Set the as-at date

Choose the date you want to see outstanding balances as of.
3

Review

The report groups outstanding invoices by age bucket: 0–30 days, 31–60 days, 61–90 days, 90+ days.
4

Export or act

Export for your accounting records, or click through to any invoice to send a payment reminder.

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Run a payroll summary report

1

Open Reports → HR → Payroll Summary

2

Select the period

3

Review

See total gross pay, deductions, and net pay by department and per employee.
4

Export

Download as CSV for your payroll records or finance team.

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Check stock valuation

1

Open Reports → Inventory → Stock Valuation

2

Set the as-at date (optional)

Defaults to today. Change to see a historical snapshot.
3

Review

See the current value of your entire inventory, broken down by item and location.

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Key features

Financial reports — P&L, Balance Sheet, Cash Flow Statement, Aged Receivables, Aged Payables — generated in real time from live Finance data. HR reports — Headcount by department, monthly payroll summary, leave balances, and attendance analysis. Inventory reports — Stock valuation, movement history, slow-moving items, and low-stock alerts. Custom date ranges — All reports support custom date ranges, comparative periods, and department/project filters. Export — Every report exports to PDF or CSV with one click.