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    Payments & Billing

    Financial Reports

    Generate comprehensive financial reports including revenue, profit & loss, cash flow, and tax reports. Make informed financial decisions with detailed insights.

    10 minutes
    Essential for Accounting
    01

    Access Financial Reports

    Navigate to the financial reporting section of your dashboard.

    • Go to Analytics → Financial Reports from main menu
    • View overview of all available financial reports
    • Select report type: Revenue, Expenses, Profit & Loss, Cash Flow
    • Choose report template or create custom report
    • Set default currency and tax settings
    • Configure fiscal year start date
    02

    Select Time Period

    Choose the date range for your financial analysis.

    • Use date picker to select start and end dates
    • Quick options: This Month, Last Month, This Quarter, This Year
    • Compare periods: Current vs Previous, Year-over-Year
    • Set custom fiscal quarters if needed
    • Filter by specific dates for special reports
    • Save frequently used date ranges as presets
    03

    Generate Report

    Create comprehensive financial reports with detailed breakdowns.

    • Click 'Generate Report' button
    • View report summary at top (Total Revenue, Profit, etc.)
    • Drill down into categories and sub-categories
    • See transaction-level details when needed
    • View charts and graphs for visual analysis
    • Add notes and annotations to report
    04

    Analyze Financial Data

    Review key financial metrics and identify trends.

    • Review total revenue and revenue growth percentage
    • Check gross profit and profit margin
    • Analyze expenses by category
    • View cash flow: Money in vs Money out
    • Identify best and worst performing months
    • Compare against targets and budgets
    05

    Export & Share

    Download reports and share with accountants or stakeholders.

    • Export as PDF for professional presentation
    • Download as Excel for further analysis
    • Send report via email to accountant/stakeholders
    • Schedule automatic monthly report delivery
    • Print report for physical records
    • Archive reports for year-end accounting

    Available Financial Reports

    Revenue Report

    Total sales income and revenue trends

    Includes:

    Sales by vehicle

    Sales by period

    Payment methods

    Average sale price

    Profit & Loss (P&L)

    Complete income statement with profitability

    Includes:

    Revenue

    Cost of goods sold

    Gross profit

    Operating expenses

    Net profit

    Cash Flow Statement

    Money coming in and going out

    Includes:

    Cash received

    Cash paid

    Net cash flow

    Opening/Closing balance

    Expense Report

    All business expenses categorized

    Includes:

    Staff salaries

    Marketing

    Utilities

    Maintenance

    Other expenses

    Tax Report

    GST and tax calculations for filing

    Includes:

    Taxable sales

    GST collected

    Input tax credit

    Net tax payable

    Monthly Reconciliation

    Match transactions with bank statements

    Includes:

    All transactions

    Bank deposits

    Outstanding payments

    Discrepancies

    Understanding Key Financial Metrics

    Total Revenue

    Top-line growth indicator

    Sum of all sales

    Gross Profit

    Core profitability

    Revenue - Cost of Goods Sold

    Net Profit

    Bottom-line profit

    Gross Profit - Operating Expenses

    Profit Margin %

    Efficiency measure

    (Net Profit ÷ Revenue) × 100

    Cash Flow

    Liquidity health

    Cash In - Cash Out

    Operating Expenses

    Cost control

    Rent + Salaries + Utilities + Marketing

    Sample Profit & Loss Statement

    Revenue (Sales)₹45,00,000
    Cost of Goods Sold₹32,00,000
    Gross Profit₹13,00,000
    Operating Expenses
    - Staff Salaries₹3,50,000
    - Rent & Utilities₹1,50,000
    - Marketing₹1,00,000
    - Other Expenses₹50,000
    Total Operating Expenses₹6,50,000
    Net Profit₹6,50,000

    💡 This example shows a healthy profit margin of 14.4% (₹6.5L profit on ₹45L revenue)

    Tax Reporting

    Track taxes for GST filing and income tax returns:

    GST @ 18% on vehicle sales
    GST @ 28% on luxury vehicles (>₹10L)
    TDS on employee salaries
    Professional tax payments
    Income tax advance payments
    GST Input Tax Credit claimed

    📋 Reports are formatted for easy sharing with your CA (Chartered Accountant) for tax filing

    Common Expense Categories

    Personnel

    • Salaries
    • Commissions
    • Bonuses
    • Benefits

    Facility

    • Rent
    • Electricity
    • Water
    • Maintenance

    Operations

    • Marketing
    • Insurance
    • Fuel
    • Transport

    Professional

    • Legal fees
    • Accounting
    • Consultancy

    Technology

    • Software
    • Website
    • Internet
    • Hardware

    Miscellaneous

    • Office supplies
    • Travel
    • Entertainment
    💡

    Financial Reporting Pro Tips

    • Generate reports monthly - don't wait until year-end
    • Compare actual vs budget to stay on track with goals
    • Review profit margin monthly - aim for 10-15% in auto dealerships
    • Keep 3-6 months of operating expenses as cash reserve
    • Track cash flow daily - profitability doesn't mean cash availability
    • Share P&L with managers quarterly for transparency
    • Archive all reports for 7 years (legal requirement)
    • Use reports to make decisions: cut losses, double down on winners

    Related Documentation

    Sales Reports

    Read more

    Export Data

    Read more

    Invoices & Receipts

    Read more

    Need Help with Financial Reports?

    Our team can help set up custom financial reports, integrate with accounting software, or train your accountant on the system.

    Get Accounting Help