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v1 Atlas/Reports & printing

Report catalogue

All 40 reports by group, with their filters and columns.

Reports (permission 320) is one screen in three zones:

  1. Report library (left) — a Find a report… search box and groups that expand to list their reports.
  2. Filters (top) — only the controls the chosen report needs.
  3. The report — a summary strip and a table. Every report has a Print button.
Reports page
Reports page

Filters used: period (the date-range picker with presets), brand, series, category, outlet, customer, vendor, user, payment method, status, deal.

Reports follow your outlet access, so a branch user sees their branch.

Laptops#

Report Filters Shows
Status Summary brand, outlet Laptop counts by status
Inventory — By category: serialised and parts quantity and value; and laptop value by outlet × status
Sold Laptops period, brand, outlet Code, name, cost, sold price, margin, outlet, sold by, date
Laptop Valuation — Outlet × status: count and cost
Stock Aging — Code, name, status, age in days, ageing bucket, cost, outlet, brand

Accounting#

Report Filters Shows
Balance Sheet, Profit & Loss, Trial Balance, Day Book, Expenses period See Financial statements
Outlet P&L period Per outlet: units, revenue, COGS, gross, expenses, net
Cash Book period, payment method Date, type, direction, amount, method, party / note
Accounts Receivable / Payable — By customer or vendor: invoices and Current, 1–30, 31–60, 61–90, 90+ day buckets and total
Customer Statement / Vendor Statement period, customer / vendor Date, type, ref, debit, credit, running balance, status
Payment Methods period Per method: sale received and count, purchase paid and count
Fund Transfers period Date, from, to, amount, status, note
Owner Transactions period Date, type, amount, method, account, status, note
Category Payment Status period Per category: purchases, paid, % — sales, paid, %

Sales#

Report Filters Shows
Sales by User period, user Units, revenue, cost, margin
Sales by Outlet period Units, revenue, cost, margin
Sales by Brand / Series / Model period Units, revenue, cost, margin per name
Collections by User period Payments count and amount collected
Refunds & Credit Notes period Code, date, amount, status, type, remaining
Discount Analysis period Code, name, list, bargain, sold, difference vs list and vs bargain, outlet

Purchases#

Report Filters Shows
Purchases by Category period, category Qty, spend, lines
Buy-Ins period, outlet, payment method Code, date, seller, CNIC, laptop, status, paid by, paid, sold for, margin (voided ones excluded from totals)
Purchases by Vendor period Invoices, qty, spend
Returns & Debit Notes period Code, date, amount, status, type, remaining

Deal#

Report Filters Shows
Deal Report deal One deal: cost, stock, sales, warranty liability (open claims on In-Warranty laptops)
Deal Portfolio — Every deal: invoice, date, age, bought, cost, sold, revenue, left and left cost

Tax#

Report Filters Shows
Tax Summary period Tax collected (sales), tax paid, net payable
Tax Payments period Date, amount, method, status, note

Operations#

Report Shows
QC Pipeline Laptops waiting in QC statuses: count and cost per status
Outlet Moves Laptops currently Moved: code, name, outlet, brand, cost, recent moves
Parts Health Low stock (quantity at or below a threshold, default 2) and slow-moving parts (no movement for at least a number of days, default 90)
Write-Offs Damaged / Scrap / Defective laptops and their cost
Reserved Stock Reserved laptops: customer, outlet, cost, sale price, reserved date
Warranty Warranty components: laptop, component, amount, status, added, outlet
Upgrades Period: date, code, product, outlet, items, cost impact, user

TIP

The Deal Portfolio and Stock Aging reports are the quickest way to spot capital stuck in old stock.