Reports and CSV exports
Sales and purchase registers, receivables, payables, stock value and tax — with CSV export.
Where to find it: Compliance → Reports (or the Reports quick link)Open in app
Run a report
- 1Go to Reports and choose a period — This month, Last month, This FY, Last FY, This year or Last year.
- 2Pick a tab: Overview, Sales register, Purchase register, Receivables or Payables.
- 3Click Export CSV to download it for Excel or your accountant.
What each report shows
- Overview — sales by month, top customers and top products, payments in and out, outstanding amounts, stock value and tax collected.
- Sales register — every invoice with taxable value, CGST, SGST and IGST.
- Purchase register — every bill with input tax.
- Receivables / Payables — who owes you and whom you owe, and how overdue it is.
- For Profit & loss and Balance sheet, use the links at the top of Reports.
Still need help?
Email us at [email protected] — tell us what you were doing and attach a screenshot of any error.