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How to generate Business Reports

Learn how to generate reports about your business in Indecab.

The Reports section will give you a real-time overview of your business

1- Business Reports:

These reports will give you an overview of your business data based on 2 criteria-

  1. Based on duty date
  2. Based on invoice date

Reports can be generated based on custom selections. Here are the columns that can be used to customise reports:

  • Select Group- Choose the relevant section to view data from.
  • Select Filters- Select customer, supplier, duty type, vehicle group, city, branch or company to view data for
  • Date Range- Choose the date range for the data want to view the report for
  • Name Your Report- Customise the report name.

Let’s learn how to generate a custom report:

1- Business Reports:

  1. Based on duty date- Get an in-depth view of the business generated based on completed duties.

Go to Reports - click on Generate new report - select customer or group- select date range - click on Get Report

2. Based on invoice date: Get an in-depth view of business generated based on invoices and any outstanding amounts.

Go to Reports - Click on Generate new report - select group to include data for - select date range - click on Get Report

You will be able to refresh a report only if it has been added to Favorites.

If there is a specific type of report you want to generate but are unable to, please write to us on support@indecab.com and we will be happy to help.


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