reports&analytics- myofficebook

Reports & Analytics Live

Total Sales

₹4.2L

Net Profit

₹1.8L

GST Collected

₹72K

Monthly Revenue

Jan

Feb

Mar

Apr

May

Jun

Report Types

GSTR-1 GSTR-2B GSTR-3 Customer Vendor P&L Daily Sales Payments product-wise Cash Flow leads

Pending Invoices

Reports & Analytics

Every report your business needs, in one place

From daily sales to GST filings — myofficebook gives you instant, accurate reports so you spend less time on paperwork and more time growing your business.

Customer Reports

Track sales, outstanding dues, and purchase history per customer.

Vendor Reports

Monitor purchases, payables, and supplier-wise transaction history.

Daily Sales Report

Day-wise sales breakdown with cash, UPI, and credit summaries.

Payment Reports

Received and pending payment records across all modes.

GSTR-1 & GSTR-2B

Auto-computed GST returns ready for direct portal filing.

Profit & Loss

Clear P&L statements with income, expense, and net profit view.

Report Types

Deep insights for every part of your business

7 powerful report modules — built for Indian businesses running on myofficebook

Customer Report This Month

Total Customers

284

Outstanding

₹1.2L

Customer	Sales	Due	Status
Ravi Stores	₹42,000	₹0	Paid
Metro Mart	₹28,500	₹8,500	Partial
Shree Traders	₹19,200	₹19,200	Pending

01 Customer Reports

Know exactly where every customer stands

Get a complete view of every customer — their purchase history, outstanding dues, payment behaviour, and total lifetime value in one clean report.

Customer-wise sales & collection summary
Outstanding & overdue balance tracking
Filter by date range, area, or payment status
Download to PDF instantly

Vendor Report Q2 2025

Total Payables

₹3,84,200

Across 18 active vendors

AK Traders

₹85K

Sri Supplies

₹60K

Ganesh Co.

₹40K

Ram Agency

₹28K

02 Vendor Reports

Stay on top of every supplier relationship

Track what you owe, what you've paid, and who your top vendors are. Never miss a supplier payment or let payables pile up unnoticed.

Vendor-wise purchase & payment history
Payable ageing — 30, 60, 90 day buckets
Top vendor spend ranking
Debit note & return tracking per vendor

Daily Sales Report — 29 May 2025

Cash

₹18,400

UPI

₹31,200

Credit

₹9,600

Time	Invoice	Customer	Amount
09:14	#INV-441	Walk-in	₹2,400
11:30	#INV-442	Ravi Stores	₹8,200
14:05	#INV-443	Metro Mart	₹14,600

03 Daily Sales Report

Your complete day-end sales summary

Get a detailed breakdown of every sale made during the day — by time, invoice, payment mode, and customer. Perfect for daily reconciliation.

Hour-wise & mode-wise sales split
Cash, UPI, card & credit breakdown
Return & discount adjustments included
Compare with previous day / week

GSTR Summary — May 2025 Auto-computed

GSTR-1 (Output)

₹72,400

GSTR-2B (ITC)

₹28,100

Tax Rate	Taxable	CGST	SGST
5%	₹1,20,000	₹3,000	₹3,000
12%	₹2,10,000	₹12,600	₹12,600
18%	₹1,80,000	₹16,200	₹16,200

04 GSTR Reports

GST returns computed automatically, every month

No manual calculations. myofficebook auto-generates GSTR-1 and GSTR-3B from your invoices — rate-wise, month-wise, ready to file on the GST portal.

GSTR-1 output tax summary (B2B, B2C)
GSTR-2B with input tax credit auto-match
HSN-wise summary & rate-wise breakup
Export JSON for direct portal upload

Payment Collections — May 2025

Total Collected

₹5,28,000

147 transactions this month

UPI

72%

Cash

18%

Bank

10%

Received: ₹5.28L Pending: ₹1.12L

05 Payment Reports

Track every rupee — received and pending

See all incoming payments across modes in one view. Know who has paid, who hasn't, and what's the pending collection for this month.

Mode-wise collection split (Cash / UPI / Bank)
Pending & overdue payment alerts
Receipt-level drill-down with customer link
Monthly reconciliation summary

Leads Report — May 2025

Total Leads

142

Converted

Conv. Rate

26%

Lead	Source	Stage	Value
Priya Retail	Website	Follow-up	₹24K
Star Stores	Referral	Won	₹52K
Kumar Mart	Walk-in	Lost	₹18K

06 Leads Report

Measure your sales pipeline, not just closed deals

Track leads from first contact to conversion. Understand which sources bring the best customers and where leads are dropping off in your pipeline.

Source-wise lead count & conversion rate
Stage-wise funnel: new → won → lost
Expected revenue from active pipeline
Sales rep performance comparison

Product-wise Sales — May 2025

Total Products Sold

1,842 units

Across 64 product SKUs

Rice 25kg

₹92K

Oil 1L

₹71K

Sugar 1kg

₹51K

Wheat 10kg

₹36K

Top: Rice 25kg Low stock: 3 items

07 Product-wise Reports

See which products drive your revenue

Identify your best-selling products, slow movers, and items with declining demand. Make smarter purchasing and pricing decisions based on real sales data.

Product-wise quantity sold & revenue
Profit margin per product / category
Slow-moving & fast-moving item alerts
Brand / category drill-down support

Smarter Decisions,
Data-Driven Insights
In One Place..

Every report your business needs, in one place

Deep insights for every part of your business

Know exactly where every customer stands

Stay on top of every supplier relationship

Your complete day-end sales summary

GST returns computed automatically, every month

Track every rupee — received and pending

Measure your sales pipeline, not just closed deals

See which products drive your revenue

Built for every business, every size

Make Smarter Decisions with
Real-Time Reports!

Smarter Decisions, Data-Driven Insights In One Place..

Every report your business needs, in one place

Deep insights for every part of your business

Know exactly where every customer stands

Stay on top of every supplier relationship

Your complete day-end sales summary

GST returns computed automatically, every month

Track every rupee — received and pending

Measure your sales pipeline, not just closed deals

See which products drive your revenue

Built for every business, every size

Make Smarter Decisions with Real-Time Reports!

Smarter Decisions,
Data-Driven Insights
In One Place..

Make Smarter Decisions with
Real-Time Reports!