Reports & Analytics Guide
Learn how to generate and understand business reports and analytics in Bill Analyze.
Revenue Reports
Step 1.1: Access Revenue Reports
Go to "Reports" in the sidebar, then select "Revenue Report".
📸 Screenshot Location:
In the left sidebar, click "Reports". Then look for "Revenue Report" in the reports menu or click on it from the reports dashboard.
Step 1.2: Select Date Range
Use the date picker to select a date range (e.g., This Month, Last Month, Custom Range) for the revenue report.
📸 Screenshot Location:
At the top of the revenue report page, you'll find date filter options. Click on the date picker to select your desired date range.
Step 1.3: View Revenue Data
The report displays total revenue, revenue by month, revenue trends, and a breakdown by customer or product.
📸 Screenshot Location:
The revenue report page shows charts, graphs, and tables displaying your revenue data. Scroll down to see detailed breakdowns and trends.
Tax Reports
Step 2.1: Open Tax Report
Navigate to "Reports" → "Tax Report" from the sidebar.
📸 Screenshot Location:
In the Reports section, find and click on "Tax Report" to view GST and tax-related information.
Step 2.2: Select Tax Period
Choose the tax period (monthly or quarterly) and date range for which you want to view tax information.
📸 Screenshot Location:
Use the date range selector at the top of the tax report page to choose your desired period.
Step 2.3: Review Tax Summary
The report shows total CGST, SGST, IGST collected, tax liability, and a breakdown by invoice. This helps with GST filing.
📸 Screenshot Location:
The tax report displays summary cards showing total taxes, followed by detailed tables breaking down taxes by invoice and tax type.
Profit & Loss Statements
Step 3.1: Access P&L Report
Go to "Reports" → "Profit & Loss Report".
📸 Screenshot Location:
In the Reports section, find and click on "Profit & Loss Report" to view your business profitability.
Step 3.2: Select Period
Choose the date range for your profit & loss statement (monthly, quarterly, or custom range).
📸 Screenshot Location:
Use the date range selector to choose the period for which you want to see profit and loss calculations.
Step 3.3: Analyze Profitability
The report shows total revenue, operational costs, gross profit, net profit, and profit margins. This helps you understand your business profitability.
📸 Screenshot Location:
The P&L report displays revenue at the top, followed by costs, and calculates profit at the bottom. Review each section to understand your financial performance.
Payment Status Reports
Step 4.1: Open Payment Status Report
Navigate to "Reports" → "Payment Status Report".
📸 Screenshot Location:
In the Reports section, find and click on "Payment Status Report" to view payment information.
Step 4.2: View Payment Summary
The report shows invoices by status (Received, Pending, Overdue), total amounts, and payment trends.
📸 Screenshot Location:
The payment status report displays summary cards showing totals for paid, pending, and overdue invoices, followed by a detailed list.
Step 4.3: Export Reports
Click the "Export" or "Download" button to save any report as PDF or Excel for record-keeping or sharing.
📸 Screenshot Location:
At the top right of any report page, you'll find an "Export" or "Download" button. Click it to choose PDF or Excel format and download the report.
Understanding Metrics & Tooltips
Metric Info Cards
Every report summary card now features an information icon (i).
- Instant Clarity: Hover over the info icon to see a detailed explanation of what that metric represents.
- Calculation Logic: Understand exactly how specific values (like Taxable Value or Gross Profit) are calculated.
- Contextual Accuracy: Metrics automatically update based on your selected month/year filter at the top of the page.
💡 Pro Tips
- Use the **Interactive Month/Year Picker** on the Dashboard for quick periodic reviews
- Hover over **Info Tooltips** to ensure you're interpreting metrics correctly
- Compare performance across different years using the **Annual View** in charts
- Export reports monthly for consistent record-keeping and tax compliance