Understanding Reports
The reports section will give you a real-time overview of your business, we have divided the reports section into 5 categories:
1- Business Reports:
a) Based on duty date
b) Based on invoice date
2- Customer Invoice Ageing:
a) Customer invoice ageing
b) Customer group Invoice ageing
3- Number of Duties:
4- Supplier:
a) Supplier invoice ageing
b) Supplier group invoice ageing
5- Vehicle Profitability Report:
a) Vehicle profitability by vehicle
b) Vehicle profitability by vehicle group
The above mentioned reports can be generated based on custom selections, here are the columns that can be used to customise report:
- Select Group- Choose the relevant section to view data from.
- Select Filters- Select specific customer, supplier, duty type, vehicle group, city, branch or company
- Date Range- Choose the date range for which you want to view report
- Name Your Report- Customise the report name.
Let’s get started and learn how to generate a custom report:
1- Business Reports:
a) Based on duty date- Get an in-depth view of the business generated based on completed duties.
b) Based on invoice date: Get an in-depth view of business generated based on invoices and any outstanding amounts.
2- Customer invoice ageing:
a) Customer invoice ageing- This will give you a real-time view of the current and overdue customer sales invoices.
b) Customer Group Invoice Ageing- This will give you a real-time view of the current and overdue customer group sales invoices.
3- Number of Duties: Get a complete understanding of number of duties based on status of duty
4- Supplier Invoice Ageing:
Note: Data would be visible only if you have set Supplier Invoice No & Supplier Invoice Date in your Purchase - Invoices section.
a) Supplier Invoice Ageing- This will provide you with a real-time view of your suppliers' purchases, payments, and overdue amounts based on the supplier invoices and filters you've chosen.
b) Supplier Group Invoice Ageing- This will provide you with a real-time view of your suppliers' purchases, payments, and overdue amounts based on the supplier invoices and filters you've chosen.
5- Vehicle Profitability Report:
Note: Driver Allowance would be visible only if you have assigned a driver to the vehicle and entered details in Masters - My Drivers.
a) Vehicle Profitability by Vehicle- This will give you a real-time view of your earnings vs expenses of each vehicle, based on the entries made.
b) Vehicle profitability by Vehicle Group- This will give you a real-time view of your earnings vs expenses based on the selected vehicle group
Tip: Any text marked on blue can be clicked on and relevant data can be exported, additionally when you generate a report, you would have an option to Add to Favourite, Download and Refresh at the top of your screen
.
Note: You would be able to refresh the report only if it has been added to the favourite.
If there is a specific type of report you are looking for and can't find it in this section, please write in to support@indecab.com and we would be happy to help.
1- Business Reports:
a) Based on duty date
b) Based on invoice date
2- Customer Invoice Ageing:
a) Customer invoice ageing
b) Customer group Invoice ageing
3- Number of Duties:
4- Supplier:
a) Supplier invoice ageing
b) Supplier group invoice ageing
5- Vehicle Profitability Report:
a) Vehicle profitability by vehicle
b) Vehicle profitability by vehicle group
The above mentioned reports can be generated based on custom selections, here are the columns that can be used to customise report:
- Select Group- Choose the relevant section to view data from.
- Select Filters- Select specific customer, supplier, duty type, vehicle group, city, branch or company
- Date Range- Choose the date range for which you want to view report
- Name Your Report- Customise the report name.
Let’s get started and learn how to generate a custom report:
1- Business Reports:
a) Based on duty date- Get an in-depth view of the business generated based on completed duties.
b) Based on invoice date: Get an in-depth view of business generated based on invoices and any outstanding amounts.
2- Customer invoice ageing:
a) Customer invoice ageing- This will give you a real-time view of the current and overdue customer sales invoices.
b) Customer Group Invoice Ageing- This will give you a real-time view of the current and overdue customer group sales invoices.
3- Number of Duties: Get a complete understanding of number of duties based on status of duty
4- Supplier Invoice Ageing:
Note: Data would be visible only if you have set Supplier Invoice No & Supplier Invoice Date in your Purchase - Invoices section.
a) Supplier Invoice Ageing- This will provide you with a real-time view of your suppliers' purchases, payments, and overdue amounts based on the supplier invoices and filters you've chosen.
b) Supplier Group Invoice Ageing- This will provide you with a real-time view of your suppliers' purchases, payments, and overdue amounts based on the supplier invoices and filters you've chosen.
5- Vehicle Profitability Report:
Note: Driver Allowance would be visible only if you have assigned a driver to the vehicle and entered details in Masters - My Drivers.
a) Vehicle Profitability by Vehicle- This will give you a real-time view of your earnings vs expenses of each vehicle, based on the entries made.
b) Vehicle profitability by Vehicle Group- This will give you a real-time view of your earnings vs expenses based on the selected vehicle group
Tip: Any text marked on blue can be clicked on and relevant data can be exported, additionally when you generate a report, you would have an option to Add to Favourite, Download and Refresh at the top of your screen
.
Note: You would be able to refresh the report only if it has been added to the favourite.
If there is a specific type of report you are looking for and can't find it in this section, please write in to support@indecab.com and we would be happy to help.
Updated on: 13/08/2023
Thank you!