Clear reports you can act on
Check sales, stock movement, team workload and cash in ready made reports, then export for your accountant.
Visual preview · Sample data
What Reports looks like inside ConfigBiz
Ready-made summaries owners actually check each week.
Reports
Business metrics at a glance — revenue, spend, operations and inventory health.
Total Sales
₱2,432
Invoiced revenue
Total Expenses
₱944.43
Recorded spend
Net
₱1,487.57
Positive cash flow
Open Tasks
84
In progress
Low Stock
1
At or below minimum
Pending Approvals
0
Awaiting decision
Products Tracked
1
SKU coverage
Cash Position
Healthy
₱1,487.57
Sales vs. expenses (last 6 months)
Monthly invoiced sales and recorded expenses
Net trend
Sales minus expenses — profitability by month
Revenue vs. spend mix
Proportional contribution of sales and expenses to total flow
Sales & spend by branches
Invoiced sales and recorded expenses per branch. Records without a branch assignment are workspace-level.
Illustration with sample records. Your workspace starts from a template close to your trade.
What it is
The short version for busy owners
Reports turns your records into answers: sales by period, stock movement, team workload, expenses and cash.
Ready made summaries cover the common questions, and exports let you dig deeper or share with your accountant.
Why it matters
Because reports read the same records your team works in, they stay current without extra preparation.
Owners get a short list of what to check each week instead of paging through raw lists.
The problem it removes
What problem it helps solve
Data spread across apps and notebooks cannot answer basic questions like which products make money or which branch spends most.
Reports read from your live records, so the numbers match what happened instead of what someone remembers.
Common mistake owners make
Reports built by hand each month reflect whoever built them, not what happened. Live reports reading the same records your team works in stay honest without preparation.
A day in the life
How owners use it day to day
Picture a normal business day with Reports running quietly in the background.
Morning
Monday numbers
Weekend sales by category and branch appear without asking anyone to prepare them.
Midday
Answer on the spot
Which products make money and which branch spends most, pulled live during the conversation.
Closing
Month end export
Consistent names and dates flow straight to your accountant, with far fewer follow up questions.
IN PRACTICE
A shop owner on Monday
Weekend sales by category and branch show what to reorder and which promos worked.
A service manager
Open quotes, late tasks and unpaid invoices appear together, which sets the priorities for the week.
An accountant at month end
Sales, expenses and payments export to CSV with consistent names and dates.
Connected, not separate
How it connects with the rest of ConfigBiz
Reports works best when it shares records with the parts of your business around it. One record entered once, used everywhere. Here is how owners usually connect it.
Owner tip for week one
Pick three numbers that run your business and check only those weekly. Ten reports nobody reads are worse than three everyone trusts.