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The Reports area gives you operational and financial visibility across sales, invoices, credits, tax checks, customer debt, and staff/customer activity. From the sidebar you’ll see:
  • Annual Sales – Revenue summary by billing cycle.
  • Sales by Staff – Invoice creation counts grouped by staff account and time period.
  • Sales by Customer – Invoice creation counts grouped by customer and time period.
  • Revenue Trend – Month-by-month revenue trend by year (table + chart).
  • Package Leaderboard – Package order counts split by billing cycle.
  • Customer Invoice Report – Invoice-level report by customer.
  • Customer Credit Report – Customer credit balances.
  • Customer Receipt Report – Receipt/invoice totals by customer.
  • Debt Sheet – Overdue/debt summary for follow-up.
  • Login History – Login/logout and failed login tracking.
  • VAT Reporting – VAT validation history and API responses.
  • Activity Logs – Request/activity log trail with response timings.
If you’re reviewing performance each week, a typical flow is:
  1. Start with Revenue Trend and Annual Sales for high-level movement.
  2. Use Package Leaderboard and sales reports to understand what is driving change.
  3. Follow up with Debt Sheet, Customer Invoice/Receipt/Credit for billing control.
  4. Use Login History and Activity Logs for security and audit checks.