The last step of most reports is sending them to somebody else. Doing that from the report is the difference between a monthly routine and a monthly chore.
The report gets run, then downloaded, then found in a downloads folder, then attached to a message. Four steps, and the reason many businesses send their accountant figures late.
Sharing straight from the report removes the middle two. It matters most for the things that recur — the monthly statement to a partner, the quarterly file to an accountant, the ageing list to whoever is chasing payments.
For the period concerned.
From the report itself.
WhatsApp or email, as suits the recipient.
Same filters, same recipient.
Roughly 55 reports across sales, purchase, stock, parties, GST, expenses, staff and leads, each filterable by date and exportable as PDF or CSV. They read from the same records the rest of the app writes, so nothing has to be reconciled first.
Daily reports answer “what happened today”, monthly ones answer “what do I owe and who owes me”, and the GST set answers the return.
The formats and the channels it uses.
Exporting gives you a file; sharing sends it on without the detour through a downloads folder.
Yes, or by email, depending on who is receiving it.
No — they receive a document, not an invitation to log in.
Most late reports are late because of the four steps after running them.
