Tracking sales details, inventory, supplier interactions, and financial matters is critical for business success. Rewaa provides over 25 different types of reports, including inventory, sales, tax, customer, and supplier interactions, designed as comprehensive references for monitoring and analyzing business operations. These reports enable data-driven decision-making and early detection of operational errors.
Types of Reports
Rewaa reports are categorized into two main types:
Analytical Reports:
Focus on operational details and analysis to support decision-making. For instance, while the Account Transactions report reveals due amounts, an analytical report like the Customer Debit Lifetime details overdue durations (e.g., two weeks, one month). These are available in categories such as sales, inventory, tax, and storage.Financial Reports:
Provide precise financial data adhering to specific standards for evaluating business performance. Examples include income statements, trial balances, general ledgers, and more.
ℹ️ Accessing financial reports requires installing the Accounting Application.
Report Categories
Sales Reports: Analyze sales performance over different periods, revealing top-selling products by category, customer, employee, payment method, and more.
Inventory Reports: Focus on inventory and product details, highlighting stagnant stock, available quantities, product movement, etc.
Tax Reports: Provide comprehensive summaries for tax declaration purposes.
Stock Control Reports: Cover purchase invoices, supplier transactions, inventory summaries, and more.
Financial Reports: Specialized reports such as customer and supplier account statements, balance sheets, income statements, and general ledgers.
User Permissions for Reports
Reports serve as a comprehensive reference for all platform activities, providing insights into sales, purchases, customer and supplier transactions, financial matters, and more. You may want to restrict access to certain users while granting it to managers, accountants, or those who require it for their role.
To facilitate this, Rewaa allows you to set user permissions for accessing reports.
ℹ️ Before configuring permissions, ensure that users are added to the platform so you can assign the necessary access based on their role.
Steps to Assign Permissions
Navigate to User Settings: Go to Settings > Users.
Click the icon (⚙️) and select Edit User.
Choose Custom under user permissions.
Go to the Reports section.
Enable all permissions in the Reports List to grant the user full access.
Select the appropriate reports to be visible to the user. Click the arrow on the right side of the page next to each section. You can enable the following permissions:
Read: Allows viewing reports on the platform.
Export: Allows exporting reports to file formats like Excel or PDF.
Click Save Custom User to apply the settings.
When a user accesses their account, reports will be displayed based on the assigned permissions.
Enabling Financial Report Permissions
To grant a user access to financial reports such as wallet transactions, expense categories, and more, follow these steps:
Grant the user access to the Reports List.
Go to Applications and click the arrow on the right side of the page. Enable all permissions for the Accounting application.
Click Save User Data. Financial reports will be available to the user once they log into their account.
Exporting Reports
Exporting reports allows for easier analysis and data handling. Here’s how to export reports:
Analytical Reports:
Navigate to Reports and select the desired report.
Specify the time frame.
Click the three dots at the top right, choose Excel (xlsx), and download the file.
ℹ️ Some reports have different display formats. You can export them to an Excel (xlsx) file by clicking Export and selecting xlsx.
Financial Reports:
Navigate to Reports > Finance and select the desired report.
Specify the time frame.
Click Export and choose either Excel (xlsx) or PDF.
When selecting a PDF file, a save window will appear. Ensure that the destination is set to Save as PDF, then click Save.
FAQ
1. Can I prioritize frequently used reports for quick access?
Yes, favorite reports by clicking the star icon next to the report name.
You will find your favorite reports in the Favorites section within the top menu for quick and easy access.
2. Can financial reports be printed directly from the platform?
Yes, export the report to PDF, set the destination to your printer, and print directly.