# Reports
The Reports tab shows salesman summary widgets and field reports. Each report tile appears only when the user role grants the required access. Some reports also need default values set in web user settings.
At the top of the **Reports** tab, a summary card shows the signed-in salesman’s performance for a selected period. The employee name appears on the left; a period picker on the right controls the date range.
Period options
**Today**, **Yesterday**, **7 Days**, **This month**, **Last month**, **Last 3 month**, **This Financial year**, **Last Financial year**, **This year**, **Last year**.
Financial year boundaries follow the company country (April–March for India; January–December for other countries).
What each widget shows
Scroll horizontally through KPI chips. Each chip shows a count (where applicable) and a total value:
- **Total Sales** — all approved sale invoices in the period
- **Cash Sales** — cash payment mode invoices
- **Credit Sales** — credit bills not yet fully collected
- **Credit Notes** — returns and adjustments issued in the period
- **Open Sale Invoices** — credit invoices still outstanding
- **Expense Claims** — expense claims submitted by the salesman
- **Sale Collection** — total collections (receipts and cash invoice payments) in the period
- **Cash Account** — closing balance of the salesman’s default cash account (when configured)
- **Prepaid Sales** — prepaid bill invoices (shown only when value > 0)
- **PreApproved Invoices** — invoices in pre-approved status (shown only when value > 0)
Use this strip for a quick pulse check before opening detailed reports. It does not replace the **Day Report** for end-of-day cash and stock reconciliation.
Access required
- **Employee Summary** report access
- Default **Employee** set in web user settings for the Field Sale App user
If Employee Summary access is missing, the widgets are hidden but other report tiles may still appear.
Report tiles
Below the summary widgets (or at the top when widgets are hidden), a grid of report tiles opens dedicated report screens. Most reports support on-screen filters. **Day Report** and **Customer Statement** support thermal print when a Bluetooth printer is connected.
Access matrix
| Report | What it shows | Access required | Default / notes |
|--------|---------------|-----------------|-----------------|
| **Sales Summary widgets** | Salesman totals by period (cash, credit, collection, returns, expenses) | Employee Summary | Default **Employee** in user settings |
| **Day Report** | Single-day sales, collection, returns, cash position, optional stock | Employee Summary **and** Center Summary (see below) | Default **Employee** and **Inventory Center** |
| **My Tasks** | CRM reminders and tasks due for follow-up | Lead — Reminder List | — |
| **Salesman Ranking** | Sales ranking across all employees for a period | Salesman Ranking | Shows all salesmen, not only the signed-in user's default employee |
| **Item Enquiry** | Per-item stock, pricing, orders, and movement | Item Enquiry report | Default **Inventory Center**; alert: *Item enquiry access required*. Also opens via long-press from Select Items, Sale Invoice items table, and Edit Item Line |
| **Approval Pending** | Draft inventory documents awaiting approval | Material Request — List, Consumable Issue — List, or Inventory Transfer — List (any one) | Scoped to default **Employee** where applicable |
| **Customer Statement** | Customer ledger with opening, transactions, and closing balance | Customer Statement report | Select customer; printable |
| **Outstanding Bills** | Customer outstanding invoices | Customer Outstanding Invoice report | Select customer |
| **Item Wise Sale Return** | Sale returns grouped by item | Item Wise Sale Return report | Default **Employee** and inventory/sale-return centers |
| **RP Stock** | Returnable packaging stock by center | Center Wise RP report | Default **Inventory Center** |
| **Work Schedule** | Single-day project task schedule (read-only) | Work Schedule report | Optional **Project — List** for project filter |
Day Report
The **Day Report** is the salesman’s end-of-day summary — a single snapshot for one calendar date. Select a date at the top to reload the report.
Use it to reconcile what was sold, collected, returned, and claimed as expenses, and (when Center Summary access is available) to verify opening/closing cash and stock movement at the center.
Header
- **Date**, **Center**, **Salesman**
- **Opening Cash**, **Closing Cash** (from Center Summary)
Sales
- **Cash/Bank Sales** — invoice count and total, with cash, bank, and wallet breakdown
- **Credit Sales** — credit invoice total, amount collected against credit bills, and outstanding balance
- **Pre-approved Invoices** — count and value of invoices not yet fully approved
- **Total Sales** — combined sales total (includes pre-approved when present)
Returns & Adjustments
- **Credit Notes** — return documents issued in the period
- **Cash Credit Notes** — cash-mode credit note adjustments
Collection
- **Cash/Bank Sale Invoices** — collections recorded directly on invoices
- **Receipt Vouchers** — standalone receipt collections
- **Cash Credit Notes** — deductions from collection total
- **Total Collection** — net collections for the day
Other
- **Expense Claims** — expense claims submitted on the day
Stock
When Center Summary data is available, toggle **Show Stock** / **Hide Stock** to expand an item-wise table with **Opening**, **In**, **Out**, and **Closing** quantities for the center.
Print
Tap **Print** to send a thermal copy. See [Print Formats — Day Report](field-sale-app/print-formats.md?id=day-report-print).
Day Report — dual access requirement
The Day Report combines data from **two independent reports**. Each section loads only when the user has the matching access and default value.
| Section | Data source | Access | Default value | Alert if missing |
|---------|-------------|--------|---------------|------------------|
| Sales, Returns, Collection, Other | Employee Summary | Employee Summary | **Employee** | *Default Employee in user settings is missing* / *Employee summary report access required* |
| Center, Opening/Closing Cash, Stock | Center Summary | Center Summary | **Inventory Center** | *Default shipping center missing* / *Center summary report access required* |
**Important**
- The **Day Report** tile appears when the role has **either** Employee Summary **or** Center Summary access.
- A **complete** Day Report (sales sections **and** cash/stock sections) requires **both** accesses **and** both default values configured in web user settings.
- If only one access is granted, the report shows partial data for the sections that loaded successfully.
Enable **Employee Summary**, **Inventory Summary**, and **Center Summary** in the user role when setting up Field Sale App users (see [Admin setup](field-sale-app/settings.md?id=setup)).
My Tasks
A personal CRM task board for follow-ups assigned to the signed-in user. Reminders can be linked to a **Lead**, **Customer**, or **Opportunity** (opportunity view is not available on mobile — tap still shows an info message).
Web equivalent: My Tasks Report and Reminders in the CRM module.
When to use it
Check **My Tasks** at the start of a field day to see calls, meetings, and follow-ups that are due or overdue. The same reminders appear on individual **Lead** views (see [Leads](field-sale-app/leads.md)).
Filters
- **Period** — Today, Yesterday, Current Month, Last Month, Year
- **State** — All, Open, Pending, In Progress, Snoozed, Done, Cancelled (default: **Open**)
- **Type** — All, Call, Meeting, Follow Up, Task, Custom
Summary KPIs
Horizontal chips at the top show counts by state: **Total**, **Open**, **Pending**, **In Progress**, **Snoozed**, **Done**, **Cancelled**.
Task list
Each row shows reminder title, type icon, due date/time, priority badge, state badge, and linked owner (lead company, customer name, or opportunity). Overdue tasks are highlighted.
Actions
- Tap a row to open the linked **Lead** or **Customer** view
- **Done** — mark the reminder complete
- **Snooze** — postpone to a future date/time
- Pull down to refresh; scroll to load more (50 per page)
Salesman Ranking
Compares sale invoice performance across all employees for a selected period. Useful for team leads and managers reviewing field sales, and for salesmen to see their rank within the team.
The ranking includes every salesman in the company for the selected period — not only the signed-in user's own sales. If a default **Branch** is set in user settings, results are limited to that branch.
Filters
**Period** — Today, Yesterday, Current Month, Last Month, Year
Report output
A ranked table sorted by total sale amount (highest first):
| Column | Description |
|--------|-------------|
| **#** | Rank position |
| **Name** | Employee name (or **Others** for unassigned) |
| **Count** | Number of sale invoices |
| **Amount** | Total sale value for the period |
Shows *No salesman ranking data available* when no invoices match the period.
Access required
Enable **Salesman Ranking** on the user role under **Sale → Reports**. The report tile appears only when this permission is granted.
Item Enquiry
Look up complete item intelligence before quoting or invoicing — stock levels, pricing, pending orders, and recent movement. Also opens from sale document flows when Item Enquiry access is granted.
How to run
1. Open **Item Enquiry** from Reports, **or** open it in context while creating a sale document:
- Long-press an item in **Select Items**.
- Long-press a line on the Sale Invoice items table.
- Long-press the item header on **Edit Item Line** (Back returns to the edit form).
2. From Reports: select an item from the item picker.
3. Optionally expand **Customer filter** and pick a customer for customer-specific pricing.
4. Tap **Generate** (Reports path only — contextual opens load the item immediately).
Stock is evaluated for the user’s default **Inventory Center** (not shown as a separate filter on screen).
Report tabs
Tabs appear based on permissions and item type:
| Tab | Content |
|-----|---------|
| **General** | Item details (code, unit, brand, group, stock badge), **Stock & Value**, and **INVENTORY SUMMARY** by center/batch (opening, in, out, closing, reserved qty when applicable) |
| **Invoices** | **RECENT PURCHASES (Last 5)** and **RECENT SALES (Last 5)** with document links |
| **Pricing** | **MULTIPLE UNIT PRICING** — cost price, sale price, min sale, MRP, barcode per unit |
| **Orders** | **PENDING SALES ORDERS** and **PENDING PURCHASE ORDERS** |
| **Quotations** | Open **SALE QUOTATIONS** for the item |
| **Inventory** | Extended inventory breakdown and **Item Unit Conversions** |
Service-company items may hide stock-centric sections.
Approval Pending
A single inbox of **draft** inventory documents waiting for approval. Helps supervisors and field staff clear pending requests without switching between separate list screens.
What appears in the list
The app loads draft documents (status **Draft**) from up to three modules, depending on list access:
| Document type | Shown when | Scoped to default Employee as |
|---------------|------------|--------------------------------|
| **Material Request** | Material Request — List | Requested by **or** Authorized by |
| **Consumable Issue** | Consumable Issue — List | Issued by, Issued to, **or** Approval by |
| **Inventory Transfer** | Inventory Transfer — List | Received by |
All matching drafts are merged and sorted by date (newest first).
Using the list
- Each row shows document type, ID, date, and key header fields
- Tap a row to open the document view screen for review
- Approve, edit, or delete from the document view (per transaction actions)
- Pull down to refresh
Inventory Transfer (view only)
There is no **Inventory Transfer** tile on **Home** and no create screen in the Field Sale App. Draft transfers appear in **Approval Pending** when the user has **Inventory Transfer — List** access and is the **Received By** employee on the transfer.
Open a row to review:
| Field | Description |
|-------|-------------|
| **ID** | Transfer document ID |
| **Transfer Date** | Transfer date |
| **From Center** | Source inventory center |
| **To Center** | Destination center |
| **Received By** | Employee receiving the stock |
| **Notes** | Transfer notes |
| Item lines | Serial, item, quantity, UOM |
| Action | Status | Access required |
|--------|--------|-----------------|
| **Approve** (footer) | Draft | Inventory Transfer — Approve |
| **Delete** | Draft | Inventory Transfer — Delete |
| **WhatsApp / Share** | Approved, Closed, and other shareable statuses | — |
Create and full list management for inventory transfers is done on the web.
Customer Statement
Generate a full customer ledger for a date range — opening balance, every debit/credit line, and closing balance. Use before a collection visit to confirm what the customer owes and discuss individual invoices.
Filters
- **Customer** — required; pick from the customer list
- **Period** — Current Financial Year, Previous Financial Year, Current Month, Last Month, Last 30 Days, or Custom Date Range
- **Hide cash invoices** — optional toggle to exclude cash-mode invoices from the statement
Select customer and period; the report loads automatically when both are set.
Report sections
| Section | Content |
|---------|---------|
| **Customer Information** | Name, code, address, phone, email, group, payment term |
| **Balances** | Opening balance, closing balance, net closing balance |
| **Transaction Summary** | Totals grouped by transaction type (invoices, receipts, credit notes, etc.) |
| **Transaction Details** | Line-by-line ledger with date, reference, debit, credit, and running balance |
| **Open Cheques** | Cheques not yet cleared (when applicable) |
| **Post Dated Cheques** | PDC entries (when applicable) |
| **Open Advance Invoices** | Advance invoices with remaining balance |
Print
After the statement loads, tap **Print** to output on a connected Bluetooth thermal printer.
Outstanding Bills
Lists unpaid or partially paid sale invoices for one customer — focused on collection follow-up rather than the full ledger shown in Customer Statement.
Filters
- **Customer** — required
- **Period** — same financial year / month presets as Customer Statement
- **Include Preapproved Invoices** — toggle to add pre-approved invoices to the outstanding list
Report sections
| Section | Content |
|---------|---------|
| **Customer Information** | Name, code, address, contact, group, payment term, report period |
| **Balances** | Opening balance, bill total, receipt total, closing/outstanding balance |
| **Outstanding Invoices** | Table of open bills with invoice date, bill number, order/LPO references, invoice age, due date, due age, payment term, bill amount, received amount, and balance due |
| **Post Dated Cheques** | Expandable PDC section when cheques exist |
Use this report before creating a **Receipt Voucher** to see which invoices to allocate payment against.
Item Wise Sale Return
Summarises **credit note / sale return** quantities and values grouped by item. Helps identify which products are returned most often in a period — useful for quality issues, expiry, or route-level return patterns.
Filters
- **Date Range** — Today, Yesterday, Current Month, Last Month, Year, Custom (with from/to dates)
- **Sale Return Reason** — optional filter by return reason master
The report defaults to the user’s **Employee** and inventory centers (default **Inventory Center** and **Sale Return Center**).
Report output
| Column | Description |
|--------|---------|
| **Item** | Item name and code |
| **QTY** | Total returned quantity |
| **Unit** | Unit of measure |
| **Amount** | Total return value |
A **Total** row sums quantity and amount across all items.
RP Stock
Shows **returnable packaging (RP)** item balances at the salesman’s default inventory center — how many crates, bottles, or other returnable containers are physically at the center.
When to use it
Check before or after deliveries involving returnable packaging, or when reconciling RP deposits and transfers. Complements the **RP Summary** block on individual customer views.
Report output
Header shows **Center** name (from default **Inventory Center** in user settings).
| Column | Description |
|--------|---------|
| **#** | Row number |
| **Item** | Returnable packaging item name |
| **Sl No** | Serial number column (when tracked for the item) |
| **Qty** | Closing quantity at the center |
Requires default **Inventory Center** in user settings. Alert if missing: *Default shipping center is missing*.
See also Center Wise RP Stock in the web ERP for the same data with export. Full RP guide: Returnable Packaging (RP).
Work Schedule
A read-only view of project tasks planned for a single day, grouped by project. Use it in the field to review the day's plan without editing tasks on screen.
Web equivalent: Project → Reports → Work Schedule. For progress updates and new tasks, use Daily Schedule on Home.
How to run
1. Open **Work Schedule** from the **Reports** tab.
2. Set **Schedule Date** (defaults to today).
3. Optionally select a **Project** when **Project — List** access is granted.
4. Tap **Generate**.
Pull down on the list to refresh.
Summary card
After the report loads, a summary card shows:
- Selected date (full weekday format)
- Filtered project name (when a project is selected)
- **Projects** and **Tasks** counts
- Status breakdown: Not Started, In Progress, Completed
Project groups
Each project group header shows the project name, bill number, employee in charge, and a task count badge.
Task rows
Each task row shows task name, status badge, task number, category, team, and progress information:
| **Mode** | **Fields shown** |
|----------|------------------|
| Quantity tracking | **Target Qty**, **Completed Qty**, **Progress** % with progress bar |
| Progress tracking | **Progress** % with progress bar |
Tap a task row to open read-only **Task Detail** (same modal as Daily Schedule), including the **Attachments** section to add, download, or delete task files. See Task attachments.
What is not available on mobile
- Inline edit of progress or quantity
- **New Task**
- Excel export or print (use the web Work Schedule report)
FAQ
Why does a report say default shipping center is missing?
Set Default Inventory Center (and related defaults) in the user's web settings before running stock-based reports in the app.
Can I export reports from the app?
Most reports support Print to a paired Bluetooth printer. Use the web ERP for Excel export on the same report types where available.
What is the difference between Day Report and Customer Statement?
Day Report summarizes the salesman's daily collections, invoices, and stock movement. Customer Statement shows ledger activity for one customer.
Does My Tasks match the web CRM report?
Both list CRM reminders for the logged-in user. The web My Tasks Report adds KPI cards and Excel export.
Why is Employee Summary empty?
Confirm Employee Summary report access on the role and that the user is linked to an employee record with activity in the period.
Can I run reports for another route?
Change the active route on Home before opening route-filtered reports, or adjust filters on reports that support route selection.
What is the difference between Work Schedule and Daily Schedule?
Work Schedule on Reports is read-only. Daily Schedule on Home lets you update progress or quantity and create tasks. Both show the same day's tasks grouped by project.
Can I print Work Schedule from the app?
No. Use the web Work Schedule report for Excel export and print.
- [Transactions](field-sale-app/transactions.md)
- [Daily Schedule](field-sale-app/daily-schedule.md)
- [Customers](field-sale-app/customers.md)
- [Leads](field-sale-app/leads.md)
- [Settings](field-sale-app/settings.md)
- [Print Formats — Day Report](field-sale-app/print-formats.md?id=day-report-print)