Financials Report

Financial report provide details about all the components where money is involved, It also shows all the components where any type of payment is involved, to view your financial report redirect to below path(Fig. 1)

Login ⇒ Analytics ⇒ Financial Report 

Fig. 1

There are various modules in Financial reports which are

1. Aggregate Payment Report
2. Aggregate Sales by Payment Status
3. Aggregate Sales by Payment gateway
4. Aggregate Sales by Payment Mode
5. Aggregate Sales by Void payment
6. Payment Details
7. Tax Reports
8. Settlement Report
9. Invoice Payment Recievable

Aggregate Payment Report

Payment Reports shows list of payments done with business, These payment can be from customer or with other businesses . Components of aggregate payment report are described below

1. Reporting by time : we can see reports by different time periods(Yearly, Monthly, Per day or as per hour)
2. Filters : Add additional filters to view your Payment report specifically
3. Graphical Representation : Graphical representation shows a visual of how much payment is being processed in selected time slot
4. Detailed List: This shows an overall list of payment that was made
5. Download: You can also download your report from here, this will download your payment table that can be opened with excel

AGGREGATE Sales by PAYMENT Status

Payment Reports shows list of payments done with business classified by their payment status, These payment can be from customer or with other businesses . Components of this report are described below

1. Reporting by time : we can see reports by different time periods(Yearly, Monthly, Per day or as per hour)
2. Filters : Add additional filters to view your Payment report specifically
3. Graphical Representation : Graphical representation shows a visual of how much payment is being processed in selected time slot
4. Detailed List: This shows an overall list of payment that was made
5. Download: You can also download your report from here, this will download your payment table that can be opened with excel

AGGREGATE SALES BY PAYMENT gateway

Payment Reports shows list of payments done with business classified by their payment gateway, These payment can be from customer or with other businesses . Components of this report are described below

1. Reporting by time : we can see reports by different time periods(Yearly, Monthly, Per day or as per hour)
2. Filters : Add additional filters to view your Payment report specifically
3. Graphical Representation : Graphical representation shows a visual of how much payment is being processed in selected time slot
4. Detailed List: This shows an overall list of payment that was made
5. Download: You can also download your report from here, this will download your payment table that can be opened with excel

AGGREGATE SALES BY PAYMENT Mode

Payment Reports shows list of payments done with business classified by their payment mode, These payment can be from customer or with other businesses . Components of this report are described below

1. Reporting by time : we can see reports by different time periods(Yearly, Monthly, Per day or as per hour)
2. Filters : Add additional filters to view your Payment report specifically
3. Graphical Representation : Graphical representation shows a visual of how much payment is being processed in selected time slot
4. Detailed List: This shows an overall list of payment that was made
5. Download: You can also download your report from here, this will download your payment table that can be opened with excel

AGGREGATE SALES BY void payment

Payment Reports shows list of payments which are not yet made, These payment can be from customer or with other businesses . Components of this report are described below

1. Reporting by time : we can see reports by different time periods(Yearly, Monthly, Per day or as per hour)
2. Filters : Add additional filters to view your Payment report specifically
3. Graphical Representation : Graphical representation shows a visual of how much payment is not yet processed in selected time slot
4. Detailed List: This shows an overall list of payment that was not made
5. Download: You can also download your report from here, this will download your payment table that can be opened with excel

Payment Details

Payment details shows list of all payments done in a time range on your selected business location, This report keeps track of all payments being done with the business.

1. Time Range: Please select a time range in which you wish to get all payment made
2. Location : Your location for which you want to get reports
3. Get Detail : this will fetch your data on the basis of your selected parameters
4. Graphical Representation : Graphical representation shows a visual of how much payment is made in selected time slot
5. Detailed List: This shows an overall list of payment that were Initiated
6. Download: You can also download your report from here, this will download your payment table that can be opened with excel

Tax reports

Tax report shows all the taxes that was charged on items. Components of this report are described below

1. Reporting by time : we can see reports by different time periods(Yearly, Monthly, Per day or as per hour)
2. Filters : Add additional filters to view your tax report specifically
3. Graphical Representation : Graphical representation shows a visual of how much taxes are processed in selected time slot
4. Detailed List: This shows an overall list of taxes that are charged
5. Download: You can also download your report from here, this will download your payment table that can be opened with excel

Settlement Report

This report contains all those payments which are completely settled with the business. The components of this report are

1. Disbursal_id : It is a unique ID provided to distinguish one payment from another
2. Account_Name : It is a name of account from which payment has been made
3. Amount : This is the sum total amount which is settled as a payment
4. Settlement_Date  : It is the date on which payment was settled fully

Invoice payment RECEIVABLE

This section contains all those invoices whose payment are pending/incomplete, we can also say that this contains all those invoices from which payment is yet to come. Components of this report are

1. Filters : You can apply different data filters on your data which you wish to view
2. Invoice Summary : Invoice Summary describes total amount that has yet to be recieved
3. Invoice details : List of all payments that is yet to be recieved