The Reports Module in Easy Khata offers detailed insights into your business performance. It includes financial, sales, purchase, stock, tax, and party-wise reports to help you analyze growth, identify issues, and make smarter decisions backed by real data.
Why You Should Use the Reports Module
Purpose
- Track income, expenses, and profitability in real time
- Make informed decisions based on accurate financial and business data
- Ensure compliance with GST, TDS, and other tax requirements
- Monitor customer and supplier balances and transactions
- Gain complete visibility on inventory, purchase, and sales patterns
Key Features
- Sales Reports – Daily, monthly, party-wise, and item-wise sales
- Purchase Reports – Supplier-wise, product-wise, and GST-filtered reports
- Profit & Loss – Real-time business profitability overview
- Stock & Inventory – Track stock-in, stock-out, low-stock alerts, expiry status, and more
- Tax Reports – GST, TDS, and HSN summaries for return filing
- Ledger Reports – Party-wise ledger with complete payment and credit history
- Export Options – Export reports in PDF or Excel format
Step-by-Step Instructions
A. Access the Reports Section
- Go to Reports from the bottom menu or side navigation
- Select the report type you want to view: Sales, Purchase, Tax, Stock, or Others
B. Use Filters and Views
- Apply date filters such as Today, This Month, or a Custom Range
- Use dropdown filters to sort by party, item, payment mode, or GST type
- Tap Apply to generate the filtered report
C. Export or Share Reports
- Tap the Download or Share icon at the top
- Choose between PDF or Excel format
- Send the report via WhatsApp, Email, or save it locally
D. Understand the Data
- Tap on any value in a report to view specific invoice or party details
- Use supported visual charts (pie or bar graphs) to interpret trends
Best Practices
- Review Profit & Loss reports monthly to monitor financial health
- Use low-stock and expiry reports to manage inventory efficiently
- Export GST and tax reports in advance of return deadlines
- Use date filters to compare business performance over time
- Analyze customer-wise or product-wise trends to improve sales strategies
Conclusion
The Reports Module serves as your command center for business analytics. Use it to identify opportunities, address inefficiencies, and scale confidently with data-backed decisions.
Call to Action
Go to Reports in Easy Khata now and explore detailed views that help you understand your business performance more effectively than ever before.