Reports

The Reports section lets you download your data as Excel files for offline analysis, accounting, or record-keeping.

Permission required: Vendor:Read / Invoice:Read / Transaction:Read (respective permission for each report)

Available Reports

Report	File Name	Contents
Vendors	vendors_YYYYMMDD.xlsx	All active vendors with financial totals
Invoices	invoices_YYYYMMDD.xlsx	All active invoices with computed status and amounts
Transactions	transactions_YYYYMMDD.xlsx	All active transactions with related invoice/vendor info

Downloading a Report

1. Navigate to Reports in the left sidebar
2. Click the Download button for the desired report
3. The file downloads automatically to your browser's download folder

What's Included

Vendor Report Columns

Name, Type, Address, Phone, Email, Drug Licenses, Outstanding Balance, Total Invoice Value, Total Paid

Invoice Report Columns

Invoice Number, Vendor, Amount, Paid Amount, Pending Amount, Status, Invoice Date, Due Date, Description

Transaction Report Columns

Related Invoice Number, Vendor, Amount, Payment Method, Transaction Date, Description

Tips

• Reports always reflect the current state of the data at the time of download
• Canceled/deleted records are excluded from all reports
• Use Excel's filter and pivot features to create custom summaries