CaptainBiz Video Creating Reports

Welcome to CaptainBiz, the ultimate destination for efficient billing and reporting. Today, we’re excited to guide you through the process of creating comprehensive reports using CaptainBiz. Whether you’re a seasoned user or just getting started, understanding these reports can provide valuable insights into your business transactions. Let’s dive in!

How you can register yourself on Logo CaptainBiz business software.

How to add your company details in Logo CaptainBiz business software.

How to create party in Logo CaptainBiz business software.

How to do document sequence & settings in Logo CaptainBiz business software.

How to add Bank Account in Logo CaptainBiz business software.

How to add Cash account in Logo CaptainBiz business software.

How to Add Product in Logo CaptainBiz business software.

How to Add Service in Logo CaptainBiz business software.

How to create Purchase Order in Logo CaptainBiz business software.

How to Create Purchase Invoice in Logo CaptainBiz business software.

How to Create Purchase Invoice Payment in Logo CaptainBiz business software.

How to create Sales Order in Logo CaptainBiz business software.

How to create Sales Invoice in Logo CaptainBiz business software.

How to create Sales Invoice collection slip in Logo CaptainBiz business software.

How to do stock transaction in Logo CaptainBiz business software.

How to create a Service Purchase Invoice in Logo CaptainBiz business software.

How to add new user in Logo CaptainBiz business software.

Start by navigating to the left-hand side menu and selecting 'Reports.' Among the various options, let's explore 'Sales Summary.' This report offers a detailed overview of all your transactions to date. Refine your view using filters such as 'Invoice date' for specific summaries like 'today,' 'this week,' 'this month,' or set a 'custom date' range. Further, you can filter by 'Invoice Type' and 'Customer.' Need your data in Excel? No problem – click on 'Excel Export,' and your filtered data will seamlessly transfer to an Excel file, ready for your use.

Step 1

Sales Summary

Moving on, let's explore 'Service Purchase Summary.' Select it from the dropdown menu under 'Reports.' Apply filters for 'Transaction date,' 'Payment Date,' and 'Service Purchase Status.' As before, you can also export the data to Excel, ensuring you have access to organized and detailed service purchase information.

Step 2

Service Purchase Summary

Next up is 'Sales-Purchase Total.' This report provides a detailed summary, breaking down Sales Total, Purchase Total, Sales Quantity, Purchase Quantity, and more. Once again, you can export this data to Excel for your convenience. This comprehensive report is instrumental in understanding the financial dynamics of your business.

Step 3

Sales Purchase Total

Delve into 'Purchase Summary' from the dropdown menu. Here, you'll find a comprehensive view of all your purchase invoices, including service purchase invoices. Filter the data by 'Invoice date,' 'Invoice type,' 'Supplier,' and 'Category.' Don't forget the 'Excel export' option, providing you with the flexibility to analyze and organize your purchase data offline.

Step 4

Purchase Summary

Explore 'Order Summary' from the dropdown menu under 'Reports.' This report provides insights into all your placed orders. Utilize filters like 'Invoice Date,' 'Order Status,' 'Payment Status,' 'Amount,' and 'Currency.' And, of course, export your findings to Excel. This report is invaluable for tracking the progress of your orders and maintaining efficient order management.

Step 5

Order Summary

Creating insightful reports on CaptainBiz is as easy as that. These reports offer a wealth of information that can guide your business decisions and help you optimize your financial strategy. Stay tuned for more tutorials on optimizing your CaptainBiz experience and making the most of its powerful features. Until next time!

CaptainBiz In Media

Customer Testimonial

"We'll surely recommend CaptainBiz to everyone who is looking at the most effective GST ready billing and Accounting software. From sales order and invoicing to payments – we now handle all transactions with one software. Our sales, purchase and accounts team has access to the same accounting data which has greatly eliminated billing errors, improved data accuracy and strengthened the revenue recognition process. It comes in very handy for daily billing. Thanks to CaptainBiz."

Stellant Communications 21. June, 2023.

"We are distributors of confectionery items based out of Bihar. Our billing used to happen manually over the years until Vyapari helped us to automate the entire billing process. Am raising my purchase and sales invoices through a mobile app with ease and it’s no more a time consuming task for us. Thanks to CaptainBiz for streamlining how business works"

Jai Maa Santoshi Traders 12. May, 2022.

"CaptainBiz is for anyone who is looking for a fast and error-free generation of GST invoices and reports. It keeps a track of every detail such as the inventory, loss statements, accuracy of income, profit and loss accounts and cash flow statements of your business. It has made me run my business without any hassles and has saved a lot of my time. I would recommend this to everyone who is too busy to keep track of everything manually."

Digital Beej 11. November, 2023.

Frequently Asked Questions

Can I customize the date range for reports?

Absolutely! CaptainBiz provides the flexibility to set custom date ranges, ensuring you get the specific insights you need.

How often should I review these reports?

Regularly reviewing these reports is recommended for staying informed about your business performance. Monthly reviews are a good starting point.

Can I share these reports with my team?

Currently, the color-coded graphs represent specific financial statuses. Customization options are in development for future releases.

Are there more advanced reports available on CaptainBiz?

Certainly! CaptainBiz offers a range of advanced reports to cater to diverse business needs. Explore the 'Reports' section for more options.

Can I track sales and purchases separately?

Yes, 'Sales Summary' and 'Purchase Summary' reports allow you to track sales and purchases separately, providing a comprehensive overview of your financial activities.