KB CloudERP - Help Center
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  • Overview
    • About
    • Changelog
    • Support
  • Knowledge Base
    • Get Started
      • How to register your business in KB CloudERP?
      • How to do a quick setup of business settings?
      • How to setup your company details?
      • How to setup multiple business locations/warehouse?
      • How to set up a bank/cash?
      • How to add payment accounts in KB CloudERP?
      • How to setup and edit payment methods?
      • How to setup tax rates, tax groups & disable tax?
      • How to setup an invoice scheme?
      • How to setup invoice layout?
      • How to add types of service?
      • How to change the theme color?
    • Import
      • Import products using Excel file templates
      • Import opening stock using Excel template
      • Import contacts using Excel file templates
      • Import sales using Excel file templates
    • Users
      • How do you setup roles?
      • How to add user?
      • How to assign location to user?
      • How to add commission agents?
    • Contacts
      • Add supplier & customers
      • Add customer groups
      • Add opening balance & payments
      • Add advanced balance
      • Add credit limit for customers
      • View customer & supplier ledger
    • Products
      • Add product category
      • Add product units
      • Add product variations
      • Add products
      • Add product types
      • Add opening stock
      • Duplicate product
      • Product warranty
      • Printing labels/barcode
      • Product selling price groups
      • Product expiry settings
      • What is stock transfer?
      • What is stock adjustment?
      • Product stock history
      • Edit products (bulk edit)
      • Delete products (bulk delete)
      • How to do price update?
      • Product tax types
    • Purchase
      • Adding purchase
      • Purchase order
      • Purchase requisition
      • Purchase payment
      • Purchase invoice
      • Different purchase price
      • Purchase with excise/custom duty
    • Sales/Sell
      • POS screen guide
        • Finalize sales options
        • Tender change
        • Adding payments from contact
        • Previous sale amount in sales
        • Use case of suspended sales
        • Rounding mechanism explained
        • Adding bonus or free items at sale
        • Featured products in the POS screen
        • Display product unit price in POS
        • Shipments, home delivery, or parcel management
        • Cash denomination
      • Sales subscriptions
      • Sales services
      • Sales return
      • Sales order
      • Discounts by brand, category, location
      • Displaying QR code in invoice
      • Gift receipt
      • Proforma invoice
      • Invoice external URL
    • Expenses
      • Add expense categories
      • Add expenses
      • Add recurring expenses
      • Add expenses refund
      • Add payroll expenses
    • Reports
      • How to check reports?
      • Cash register report
      • Stock expiry report
      • How to export your data/reports?
    • Notifications
      • Notifications templates
        • Ledger notifications
        • Customer notifications
        • Supplier notifications
      • How to setup SMS notifications
      • How to setup email notifications
      • Auto send notifications
    • Custom Labels
      • Custom payments
      • Contact custom fields
      • Products custom fields
      • Location custom fields
      • User custom fields
      • Purchase custom fields
      • Purchase shipping custom fields
      • Sell custom fields
      • Sale shipping custom fields
      • Type of service custom fields
    • Settings
      • How to search in settings?
      • Disable tax rates
      • Decimal precision for currency & quantity
      • Disabling printing receipts on the POS screen
      • Enable customer reward points
      • Stock accounting methods
      • Lot number/IMEI serial tracking
    • Modules
      • Accounting Module
      • Restaurant Module
        • Add tables
        • Add modifiers
        • Add table bookings
        • Enable service staff
        • Enable service staff pin
        • Kitchen dashboard
        • Kitchen orders
        • All orders & line orders
      • HRM Module
        • Payroll management
        • Shift management
        • Holidays management
        • Leave management
        • Attendance management
        • Essentials module
        • What is a sales target?
      • Project Management
      • CRM Module
      • Advance Repair
      • HMS Module
      • Manufacturing
        • Settings
        • Permissions
        • Using for repackaging and selling
      • WooCommerce
      • Spreadsheet
      • Catalogue QR
      • Partnership
    • Integrations
      • Google Map
      • Chat GPT
      • WooCommerce
      • Khalti
    • Tips & Tricks
      • Keyboard shortcuts for POS
      • Improve browser based print (Receipts or other)
      • Create shortcuts for web
      • Browser full-screen mode or distraction-free mode
      • Barcode scanner trick
      • Reusing product barcodes
  • Help and FAQ
    • Troubleshoot
    • Hardware Support
      • How to add a barcode scanner?
      • How setup label weighing scale?
      • How to setup thermal printer for receipt printing
      • Barcode printer support
      • How to setup a printer to open cash drawer automatically?
    • FAQ
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On this page
  • Purchase & Sale Report
  • Tax Reports
  • Contacts Report (Customers & Suppliers Reports)
  • Stock Report
  • Stock value by Purchase & sales price
  • Tracking product stock report with date
  • Trending Products Report
  • Expense Report
  • Register Report
  • Sales Representative Report
  • Grouping Invoices in Product Sell Report
  1. Knowledge Base
  2. Reports

How to check reports?

Reports help you to get an overview of your entire business.

To view the report click on Reports & Select the report you want to view.

Some Reports come filter filter-relevant options to help you analyze your business better.

Purchase & Sale Report

This report shows the total purchase, Purchase Including tax, Purchases with Dues amount; and Total Sale, Sale Including tax, and Sale Due.

Tax Reports

Shows the Input & Output Taxes.

Contacts Report (Customers & Suppliers Reports)

This report shows the details of Purchase & Sell with all contacts (Suppliers & Customers) and also any Due amount. Positive Due amount indicates payment by contact, negative indicates payments to the contact.

Stock Report

The stock report displays the stock details. With this, you can track the remaining stock and total quantity sold for all products.

For variable products –

you can click on the Green Plus button before the SKU column to get details stock reports for each product variation.

Stock value by Purchase & sales price

In the stock report, you can also get information about the current stock value based on their purchase price & value based on selling price. Check the below screenshot of the stock report.

Tracking product stock report with date

To check the product stock report datewise, use the ‘product stock history‘ link in the stock report.

Trending Products Report

  • This report helps you to determine the demand for the products.

  • You can apply different filters to filter the product.

  • Select a Business Location to view trends for a particular business location.

  • Select Product Category, Sub-Category, Brands, Units, and Date Range to filter them.

  • Set “No. of products” to view the top of that amount of product. Using this you can view Top 5, Top 10, or any number of top products.

Expense Report

The expense report helps you to analyze expenses for business locations and also analyze them based on expense categories.

Register Report

View details of all registers and filter registers based on User and/or Status (Open or Closed)

Sales Representative Report

  • View Sales and Expense details of the Sales representative

  • Filter them with User, Business Location, Date Range

Grouping Invoices in Product Sell Report

Invoices are grouped based on certain criteria in the product sell report for the user’s convenience.

Go to Reports > Product Sell Report and click the Grouped tab.

The criteria used for grouping invoices here are date and product name.

For example; All Butter Cookies sold today will be shown in one row, and Butter Cookies sold yesterday will be shown in another row. Similarly for each product, the invoices are grouped based on date and product.

PreviousReportsNextCash register report

Last updated 11 months ago

Stock Report Awesome Shop potential profit