Reports
Open Reports in the sidebar (or pick a report from the Reports submenu). You only see groups your user is allowed to access.
Groups:
- Finance — Sales, sales by category/supplier, payments received, purchases, profit and loss, aged debtors/creditors, loyalty points, end of day (Z), trade sales
- Production — Active jobs list
- Purchasing — Products needed for orders, products needed for stock
- Products — Stock take, total value of stock, retail and trade price lists
Click a report card to open the viewer. Many reports take a date range; some use today only; some have no date. You can view HTML or PDF from the viewer.
[Desktop screenshot of the Easify Web Reports index. Light theme. Sidebar Reports expanded. Main title Reports with subtitle Finance, production, purchasing, and product reports. Sections of cards in a 3-column grid, each card a report name such as Sales, Profit & Loss, Active Jobs List. Some cards show a small Date range hint.]