Reports in BillBook

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

How to Access Reports

• Go to → Reports
• Select the specific report category.
• Use available filters (date range, business location, category) for better insights.

Available Reports

1. Purchase & Sale Report

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

2. Tax Reports

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

3. Contacts Report (Customers & Suppliers)

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

4. Stock Report

• Shows current stock levels
• Tracks total sold quantity
• Stock Value Reports:
  • Stock Value by Purchase Price
  • Stock Value by Sales Price
• Datewise Stock Tracking: Go to Stock Report → Product Stock History

5. Trending Products Report

• Identifies most in-demand products
• Apply filters by Location, Category, Brand, Date Range

6. Expense Report

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

7. Register Report

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

8. Sales Representative Report

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

9. Grouping Invoices in Product Sell Report

• Go to → Reports → Product Sell Report → Click Grouped Tab
• Invoices are grouped by Date & Product Name.