Reports Library
YSUITE ships a large library of canonical reports, grouped by area of the business, each with filters and drill-down links.
Each report requires the module its data belongs to, plus the relevant reporting permission.
Report categories
| Category | Reports |
|---|---|
| Summary | Business Accounts Summary, Sales Summary, Profit & Loss, Balance Sheet |
| Stock | Stock Summary, Low Stock Items, Delivered Not Invoiced, Deferred COGS Ageing |
| Batch / Lot Tracking | Batch Summary, Batch Expiry, Batch Movement |
| Customer / Item Sales | Customer Sales by Item, Item Sales, Item Sales with Payments, Item Purchase |
| Invoice / Purchase / Tax | Sales Invoice Tax (Consolidated & Separated), Sales Invoice with Payments, Purchase Tax (Consolidated & Separated) |
| Credit / Debit Notes | Credit Note Tax (Consolidated & Separated), Debit Note Tax (Consolidated & Separated) |
| Outstanding / Expenses | Party Outstanding Balance, Receivable Balance, Payable Balance, Expense Details, Expense by Category, Expense Tax (Consolidated & Separated) |
| CRM | Lead Summary, Deal Summary |
| Accounting | Account Transactions, Account Type Summary, Cash Flow Statement, Movement of Equity, Ledger-Based Profit & Loss, Project Profit & Loss |
| HR | Attendance, Leave, Payroll, Headcount, Reimbursement, Bonus — see HR Reports |
Two Profit & Loss reports are available for a reason: the standard Profit & Loss is built from your documents (invoices, bills), while Ledger-Based Profit & Loss is built from the underlying journal — useful as a cross-check between the two, since they should reconcile. Project Profit & Loss is similarly ledger-based, and reconciles with the Balance Sheet in a way document-total sums cannot; it complements, rather than replaces, Project Finance's committed cost and unbilled WIP figures, which the ledger doesn't see.
Running a report
- Go to Reports and choose one from the library.
- Set a date range where applicable — a handful of reports (balances, low stock, delivered-not-invoiced) show a current snapshot instead and have no date filter.
- Apply any additional filters the report offers.
- Drill down from a summary line into the underlying documents.
- Export to PDF or Excel.
Tips
- Cross-check Profit & Loss against Ledger-Based Profit & Loss periodically — a mismatch usually points to a document that bypassed normal posting.
- Use Deferred COGS Ageing alongside Delivered Not Invoiced to see stock that's left the building but hasn't yet turned into recognised revenue or cost.