Reports are collections of financial information that are obtained from the accounting records of a business. Reports are used to analyze the sales profit of your business.
In myBooks, different types of Reports type available, you can access them by a click on the Reports tab.
Reports are categorized into four major sections, which include their respective detailed reports.
Financial Reports
- General Ledger
- Account Transactions
- Profit & Loss
- Profit & Loss by Customer
- Profit & Loss by Item
- Balance Sheet
- Cash Flow
- Trial Balance
Management Reports
- Customer Balance
- Customer Aging Summary
- Customer Aging Details
- Vendor Balance
- Vendor Aging Summary
- Vendor Aging Details
- Tax Summary
- Contact Statement
- Bank Statement
- Business Summary
- Inventory Valuation Details
- Inventory Valuation Summary
- Customer/Supplier Report
Sales
- Sales by Customer
- Sales by Item
- Sales by Salesperson
- Invoice Report
- Estimate Report
- Sales Order Report
- Delivery Report
- Sales Report
- Proforma invoice report
- Price List Report