ERPNext offers a wide range of business reports that can be generated across various modules. These reports are designed to provide insights into different aspects of a business, helping management make informed decisions.
Below is a list of key business reports that can be generated from ERPNext:
1. Financial Reports
Profit and Loss Statement: Summarizes revenues, costs, and expenses incurred during a specific period to show the net profit or loss.
Balance Sheet: Provides a snapshot of the company’s financial position, detailing assets, liabilities, and equity at a particular point in time.
Cash Flow Statement: Tracks the flow of cash in and out of the business, categorized into operating, investing, and financing activities.
General Ledger: Displays detailed transactions posted to each account within a selected period.
Trial Balance: Lists all ledger accounts with their respective debit and credit balances to ensure they match.
Accounts Receivable Summary: Shows outstanding amounts owed by customers, along with aging analysis.
Accounts Payable Summary: Lists outstanding amounts the business owes to suppliers, along with aging analysis.
Bank Reconciliation Statement: Helps reconcile the balances between the bank statement and the company’s ledger.
Budget Variance Report: Compares actual performance against the budgeted amounts to analyze variances.
2. Sales Reports
Sales Order Report: Details all sales orders, including status, order date, customer, and total amount.
Sales Invoice Report: Lists all sales invoices, showing the customer, invoice date, due date, and payment status.
Sales Register: Summarizes sales invoices over a period, typically used for tax reporting purposes.
Customer-Wise Sales Report: Analyzes sales performance by customer, showing total sales per customer.
Item-Wise Sales Report: Breaks down sales by item or product, showing quantities sold and total revenue generated.
Sales Funnel Report: Tracks the progress of sales opportunities through different stages in the sales pipeline.
3. Purchase Reports
Purchase Order Report: Lists all purchase orders, including supplier details, order date, and status.
Purchase Invoice Report: Details all purchase invoices, showing supplier, invoice date, due date, and payment status.
Purchase Register: Summarizes purchase invoices for tax reporting and reconciliation purposes.
Supplier-Wise Purchase Report: Analyzes purchasing patterns with different suppliers, showing total purchases per supplier.
Item-Wise Purchase Report: Breaks down purchases by item or product, showing quantities purchased and total spending.
4. Inventory and Stock Reports
Stock Ledger: Tracks all stock movements (inward and outward) for each item, detailing quantities and valuation.
Stock Balance Report: Shows the current stock levels of all items, including valuation and quantity available.
Stock Aging Report: Analyzes how long items have been in stock, helping to identify slow-moving or obsolete inventory.
Stock Reorder Report: Highlights items that need to be reordered based on predefined reorder levels.
Batch-Wise Stock Report: Details the quantities and location of items managed in batches or lots.
Warehouse-Wise Stock Report: Shows the stock levels of items across different warehouses or storage locations.
5. Manufacturing Reports
Production Order Report: Lists all production orders, including status, start and end dates, and quantities to be produced.
Work Order Report: Details work orders, including materials required, production status, and associated costs.
BOM (Bill of Materials) Costing Report: Analyzes the cost structure of finished goods by breaking down material and overhead costs.
Production Planning Report: Helps plan production schedules by analyzing demand, raw material availability, and capacity.
WIP (Work-In-Progress) Report: Tracks the status and value of items currently in production but not yet completed.
6. Human Resources Reports
Employee Attendance Report: Tracks attendance records, showing the number of days worked, leaves taken, and absenteeism.
Payroll Report: Summarizes payroll data, including gross salary, deductions, and net pay for employees.
Leave Balance Report: Displays the remaining leave balances for each employee, broken down by leave type.
Employee Expense Report: Lists employee expense claims, showing the amount claimed, approved, and reimbursed.
Performance Appraisal Report: Summarizes employee performance reviews, including ratings and feedback.
7. Project Management Reports
Project Progress Report: Tracks the progress of projects, showing milestones achieved, tasks completed, and overall status.
Timesheet Report: Summarizes hours logged by employees on different projects, helping to track productivity and project costs.
Costing and Budgeting Report: Compares project costs against the budget, highlighting variances and potential overruns.
Task Report: Lists all tasks within a project, showing their status, assigned employees, and deadlines.
8. CRM (Customer Relationship Management) Reports
Lead Report: Tracks the status of leads, showing lead source, contact details, and conversion potential.
Opportunity Report: Analyzes sales opportunities, including probability of closure, potential revenue, and stage in the sales cycle.
Customer Feedback Report: Summarizes customer feedback and satisfaction scores, identifying areas for improvement.
9. Compliance and Audit Reports
Audit Trail Report: Provides a detailed log of all changes made to records in the system, including who made the changes and when.
Taxation Report: Summarizes tax liabilities, including VAT, GST, or other applicable taxes, for reporting to tax authorities.
Compliance Checklist Report: Tracks compliance with industry regulations and internal policies, highlighting areas of non-compliance.
10. Custom Reports
Custom Query Reports: Allows users to create custom reports using SQL queries, enabling highly specific data analysis.
Report Builder: A drag-and-drop tool for creating custom reports based on the business's unique needs, using various filters and groupings.
Conclusion
ERPNext’s wide array of business reports provides valuable insights across all areas of your business, from finance and sales to inventory management and human resources. The platform’s reporting capabilities are designed to help businesses monitor performance, identify trends, and make data-driven decisions. Additionally, the flexibility to create custom reports ensures that ERPNext can meet the specific reporting needs of any organization.
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