Are the numbers up to date?

Yes. Reports read from the books, and a saved invoice or bill reaches them within seconds. There is no overnight copy to wait for.

Can my accountant or auditor see the reports?

Yes. Give them a read-only login that sees every module and every book but can change nothing, or export the reports they ask for.

Can a branch manager see only their branch?

Yes. A role can be limited to a branch, department or project. Their reports then show only those entries and say so at the top, so a smaller total never looks like a mistake.

Can I get my GST or VAT figures from the reports?

Yes. The country pack adds the period totals each return needs: GST for India, VAT for the UAE. Our GST and VAT pages show what each one covers.

Can I export to Excel?

Yes, as CSV or Excel, for anyone whose role allows exports. Exporting is a permission of its own, so you decide who can take data out.

Business Reporting and Dashboard Software

Do your reports look like this?

be honest

Last month’s numbers arrive on the 10th.
Someone exports, pastes and formats, so the report lands when a third of this month has gone.
Three reports, three answers.
Sales, accounts and the warehouse each keep their own sheet, and the meeting is spent finding out why they differ.
A number means asking a person.
Only one person knows how the report is built, and this week they are on leave.

This month’s profit, without a spreadsheet.

One month of a small trading business, read from its books.

Sales this month: 320,000
Cost of the stock that was soldvalued as it left the shelf: 192,000
Gross profit: 128,000
Rent, salaries and other expensesfrom bills and payroll: 86,000
Profit for the month: 42,000

Nobody builds this at month end. Each line is the total of what was already posted.

An illustration, before tax. Your own profit and loss follows your chart of accounts.

Every number from one source.

Dashboards for each role

The owner opens on sales, cash and profit; the warehouse opens on stock. Every number is read from the books when you look, not copied in overnight.

Ready-made reports

Trial balance, profit and loss, balance sheet, stock position, stock valuation and stock ageing come with the modules they belong to.

Build your own

Pick the fields you need from sales, stock, accounts or people, group and filter them, and save the report for next time.

By branch, department or project

Every entry carries its branch, department, cost centre and project, so any report can show one of them or all of them.

Each person sees their own

Reports show only what a person’s role allows. A branch manager sees their branch, and the report says so at the top. Salaries show as •••• unless you may see them.

Export, or let it run

Download a report as CSV or Excel if your role allows exports. A big report runs in the background and tells you when it is ready.

Works with the rest of PrimoERP.

AccountingThe books every report reads from, balanced as they are written.Read more InventoryStock on hand and its value, by warehouse, as it moves.Read more Multi-companyEach company’s numbers, and the group’s, under one login.Read more GST accounting for IndiaThe totals for each GST return, read from the same books.Read more

Report questions people ask us.

1.

Do I need a separate BI tool?

Most businesses don’t. Reports and dashboards read the same data your team works in, so there is nothing to copy or sync. [Confirm whether data can be used in an outside BI tool, and how.]

— the PrimoERP team

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