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Reports & Analytics Overview

Learn how to generate business insights using LKG Billing reports.

📊 What are Reports?​

Reports help you understand your business performance through data analysis and visualization. The Reports section provides:

  • Financial summaries
  • Customer insights
  • Product performance
  • Payment tracking
  • Tax calculations
  • Business trends

📈 Reports Dashboard​

When you navigate to Reports, you'll see the main analytics dashboard.

Reports Overview

Dashboard Features​

  • Quick Stats - Key metrics at a glance
  • Charts & Graphs - Visual data representation
  • Report Templates - Pre-built report options
  • Custom Reports - Create your own reports
  • Export Options - Download in PDF, Excel, CSV

📋 Available Reports​

Financial Reports​

Sales Report​

Track revenue and sales performance.

Includes:

  • Total sales by period
  • Sales by customer
  • Sales by product
  • Revenue trends
  • Comparison with previous periods

Sample Output:

Sales Report - November 2024

Total Sales: ₹5,47,200
Total Invoices: 45
Average Invoice: ₹12,160
Growth vs Last Month: +15%

Top Customers:
1. Acme Corp - ₹85,000
2. Tech Solutions - ₹67,500
3. Mumbai Retail - ₹54,200

Revenue Report​

Analyze income patterns.

Includes:

  • Monthly revenue
  • Revenue by category
  • Recurring vs one-time
  • Revenue forecasts

Profit & Loss (P&L)​

Complete financial statement.

Includes:

  • Total income
  • Expenses (if tracked)
  • Gross profit
  • Net profit
  • Profit margins

Invoice Reports​

Invoice Summary​

Overview of all invoices.

Filters:

  • Date range
  • Status (Paid, Pending, Overdue)
  • Customer
  • Amount range

Sample:

Invoice Summary - Q4 2024

Total Invoices: 127
Paid: 89 (₹4,23,500)
Pending: 28 (₹1,56,800)
Overdue: 10 (₹67,900)
Draft: 5 (₹45,200)

Aging Report​

Track overdue invoices by age.

Aging Buckets:

  • Current (0-30 days)
  • 31-60 days overdue
  • 61-90 days overdue
  • 90+ days overdue

Sample:

Accounts Receivable Aging Report

Current (0-30): ₹1,25,000
31-60 days: ₹45,000
61-90 days: ₹18,500
90+ days: ₹4,400

Total Outstanding: ₹1,92,900

Invoice Status Report​

Breakdown by status.

Shows:

  • Count and value by status
  • Status change timeline
  • Conversion rates

Payment Reports​

Payments Received​

Track all incoming payments.

Includes:

  • Payment date
  • Amount
  • Method
  • Customer
  • Invoice reference

Sample:

Payments Received - November 2024

Total Payments: ₹4,23,500
Number of Transactions: 67

By Method:
Bank Transfer: ₹2,85,000 (67%)
UPI: ₹89,500 (21%)
Cash: ₹34,000 (8%)
Card: ₹15,000 (4%)

Outstanding Payments​

See what's owed.

Includes:

  • Customer name
  • Invoice number
  • Amount due
  • Days overdue
  • Contact information

Payment Method Report​

Analyze payment preferences.

Shows:

  • Breakdown by method
  • Average transaction size
  • Processing fees
  • Trends over time

Customer Reports​

Customer List​

Complete customer database.

Export Includes:

  • Customer details
  • Contact information
  • Total business value
  • Last transaction date

Top Customers​

Identify best customers.

Ranked By:

  • Total revenue
  • Number of invoices
  • Average order value
  • Payment reliability

Sample:

Top 10 Customers - 2024

1. Acme Corporation
   Revenue: ₹5,45,000
   Invoices: 15
   Avg: ₹36,333
   
2. Tech Solutions Pvt Ltd
   Revenue: ₹4,23,500
   Invoices: 23
   Avg: ₹18,413

Customer Activity​

Track customer engagement.

Shows:

  • New customers
  • Active customers
  • Inactive customers
  • Churn rate

Product Reports​

Product Sales​

Track product performance.

Includes:

  • Units sold
  • Revenue generated
  • Growth trends
  • Seasonal patterns

Sample:

Product Sales Report - 2024

Top Products:
1. Website Design Package
   Sold: 23 times
   Revenue: ₹5,75,000
   
2. Professional Consulting (Hourly)
   Hours: 456
   Revenue: ₹6,84,000

Inventory Report​

(If inventory tracking enabled)

Shows:

  • Stock levels
  • Items sold
  • Reorder alerts
  • Stock value

Tax Reports​

Tax Summary​

Calculate tax collected.

Includes:

  • GST/VAT collected
  • Tax by rate (5%, 12%, 18%)
  • Period totals
  • Filing-ready formats

Sample:

GST Summary - Q4 2024

18% GST: ₹76,536
12% GST: ₹18,240
5% GST: ₹4,250

Total Tax Collected: ₹99,026

Output Tax: ₹99,026
Input Tax: ₹15,400
Net GST Payable: ₹83,626

Tax by Product​

See which products generate tax revenue.

GSTR Reports (India)​

GST return-ready reports.

Available:

  • GSTR-1 (Outward supplies)
  • GSTR-3B (Summary return)
  • GSTR-9 (Annual return)

📅 Report Filters​

Customize reports with filters:

Date Range​

  • Today
  • This Week
  • This Month
  • This Quarter
  • This Year
  • Custom Date Range
  • Last 30/60/90 days

Customer​

  • All Customers
  • Specific Customer
  • Customer Group

Status​

  • All Statuses
  • Paid Only
  • Pending Only
  • Overdue Only

Product​

  • All Products
  • Specific Product
  • Category

Amount Range​

  • Minimum amount
  • Maximum amount

📥 Exporting Reports​

Download reports in various formats:

PDF​

  • Professional formatting
  • Ready to print
  • Email-friendly

Excel (XLSX)​

  • Editable spreadsheet
  • Includes formulas
  • Pivot table ready

CSV​

  • Import into other systems
  • Database compatible
  • Lightweight format

📊 Report Scheduling​

Automate report generation:

Setup:

  1. Choose report type
  2. Set filters
  3. Select frequency:
    • Daily
    • Weekly
    • Monthly
    • Quarterly
  4. Add email recipients
  5. Save schedule

Example:

Scheduled Report: Monthly Sales Summary
Frequency: Last day of every month
Format: PDF + Excel
Recipients: owner@business.com, accounts@business.com

💡 Using Reports Effectively​

Report Best Practices
  1. Review Weekly - Check key reports every week
  2. Track Trends - Look for patterns over time
  3. Act on Insights - Use data to make decisions
  4. Compare Periods - Month-over-month, year-over-year
  5. Monitor Overdue - Follow up on aged invoices
  6. Identify Top Customers - Focus on valuable clients
  7. Analyze Products - Promote best sellers
  8. Tax Compliance - Generate tax reports before deadlines

📈 Key Metrics to Monitor​

Revenue Metrics​

  • Monthly Recurring Revenue (MRR)
  • Average Invoice Value
  • Revenue Growth Rate

Customer Metrics​

  • Customer Acquisition
  • Customer Lifetime Value
  • Customer Retention Rate

Operational Metrics​

  • Average Payment Time
  • Invoice-to-Cash Cycle
  • Overdue Percentage

Financial Health​

  • Outstanding AR
  • Collection Efficiency
  • Profit Margins

🎯 Common Report Use Cases​

Monthly Financial Review​

  1. Generate Sales Report
  2. Check Payment Report
  3. Review Aging Report
  4. Calculate Tax Summary

Customer Analysis​

  1. Run Top Customers Report
  2. Check Customer Activity
  3. Identify At-Risk Customers
  4. Plan retention strategies

Tax Filing Preparation​

  1. Generate Tax Summary
  2. Export GSTR Reports
  3. Verify tax calculations
  4. Submit to accountant

Business Planning​

  1. Analyze revenue trends
  2. Forecast next quarter
  3. Identify growth opportunities
  4. Set targets

🚀 Next Steps​

Ready to generate reports? Explore specific report types in the next sections! 👉