Records Analysis
Navigation
- Navigate to the Reports tab.
- Select Records Analysis > Records Export.
The Records Export Analysis feature provides a detailed report of records created within the application for a selected company and time period. Unlike the dashboard statistics, this report allows you to export record data and review individual transactions along with the products associated with each record. It is particularly useful for generating business reports, verifying sales data, tracking transactions, and performing product-wise analysis.
Using this feature, you can filter records by company, record type, and date range to generate a customized report. You also have the option to include product details, enabling a comprehensive view of the items associated with each record. The generated report can be exported for further analysis, auditing, or record-keeping.
Report Filters
- Company Name
Select the company whose records you want to analyse. Only records belonging to the selected company will be included in the report. - Records
Choose the type of record you want to analyse, such as Sales Invoice (SI), Quotation, Sales Order, Purchase Order, or any other enabled record type. - Start Date / End Date
Specify the date range for the report. Only records created within the selected period will be included in the analysis. - With Products
Enable this option to include detailed product information for each record. The exported report will display product names, quantities, prices, and other related details, making it easier to analyse product-wise sales and transactions. - Export
Exports the filtered records directly into an Excel spreadsheet for offline reporting and analysis.
