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📊 Reports in BillBook

2 min read

BillBook offers comprehensive reports to help businesses analyze sales, purchases, stock, expenses, and overall financial performance. 🚀📑


📌 How to Access Reports in BillBook? #

Go toReports
✅ Select the specific report category you want to view.
✅ Use available filters (date range, business location, category, etc.) for better insights.

📌 Some reports come with advanced filters to help analyze business data efficiently.


📋 List of Available Reports in BillBook #

1️⃣ Purchase & Sale Report #

  • Tracks total purchases & sales 📊
  • Includes purchase & sales taxes
  • Shows outstanding dues for purchases & sales

2️⃣ Tax Reports #

  • Displays Input Tax (on purchases) & Output Tax (on sales)
  • Helps in tax calculations & compliance

3️⃣ Contacts Report (Customers & Suppliers) #

  • Shows purchase & sale details for each contact
  • Displays outstanding dues for customers & suppliers
  • Positive due amount → Money received from contact
  • Negative due amount → Money to be paid to contact

4️⃣ Stock Report #

  • Shows current stock levels 📦
  • Tracks total sold quantity
  • View product variations (click the Green Plus button for variable products)

📌 Stock Value Reports:
Stock Value by Purchase Price – Total value of stock based on purchase cost.
Stock Value by Sales Price – Total value of stock based on selling price.

📌 Datewise Stock Tracking:
Go to Stock Report → Product Stock History


5️⃣ Trending Products Report #

  • Identifies most in-demand products 🔥
  • Apply filters by Business Location, Category, Brand, Date Range
  • View Top 5, Top 10, or any number of trending products

6️⃣ Expense Report #

  • Tracks total business expenses 💰
  • Filter by Business Location & Expense Categories

7️⃣ Register Report #

  • Shows details of all cash registers 🏦
  • Filter by User & Status (Open or Closed)

8️⃣ Sales Representative Report #

  • View sales & expenses details per sales rep
  • Filter by User, Business Location, Date Range

9️⃣ Grouping Invoices in Product Sell Report #

Go toReports → Product Sell Report → Click “Grouped” Tab
✅ Invoices are grouped by Date & Product Name.

📌 Example:

  • All Butter Cookies sold today will be shown in one row.
  • Butter Cookies sold yesterday will be shown in another row.
  • Helps in tracking product-wise sales efficiently.

🚀 Why Use BillBook’s Reports? #

Provides real-time insights into business performance 📊
Helps in tax calculations & compliance
Tracks stock levels, expenses & customer dues 📦💰
Identifies top-selling products & trends 🔥

With BillBook’s Reports feature, businesses can make informed decisions & optimize their operations effortlessly! 🚀📑

Let me know if you need any refinements! 😊

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