Reports

Data is useless if you can’t understand it. The Reports module in Sevenledger transforms your daily clicks—every invoice, bill, and expense—into actionable insights.

Whether you need a high-level overview for a bank loan application or a granular breakdown of which product is driving the most revenue, these reports give you the visibility you need to make smarter decisions.

Generating a Report

Every report starts with a question: “What happened during this specific time?”

To generate a report, click the Customize Report button found at the top left of any report screen.

• Select Date Range: Choose the specific period you want to analyze. Sevenledger supports the Nepali date system (e.g., 2082-04-01 to 2083-03-32), ensuring your financial years align with local tax regulations.
• Generate: Click to refresh the data based on your selection.

Financial Statements

These are the “Big Three” reports that tell you the overall health of your business.

1. Profit & Loss (Income Statement)

This report answers the question: “Are we making money?”

• Operating Income: Shows your total Sales revenue.
• Cost of Goods Sold (COGS): Deducts the direct cost of the products you sold to calculate your Gross Profit.
• Operating Expenses: Lists operational costs like “Meals and Entertainment” or “Delivery Charges”.
• Net Profit/Loss: The final bottom line—your actual profit after all costs.

2. Balance Sheet

This report shows your financial position at a single point in time: “What do we own, and what do we owe?”

• Assets: Includes your Stock inventory value, Accounts Receivable (money customers owe you), and liquid cash in Bank/Cash accounts.
• Liabilities: Shows debts like Accounts Payable (money you owe vendors) and current liabilities.

3. Trial Balance

Used primarily by accountants, this lists the closing balances of every single ledger account to ensure Debits equal Credits. It is the starting point for end-of-year audits.

Sales & Performance Reports

Drill down into what drives your revenue.

Sales by Item

Identify your best-sellers and your slow movers.

• Columns: Displays Quantity Sold, Average Price, and Total Amount.
• Features:
  • Explode All: Expands all items to show the specific invoices linked to those sales (e.g., seeing that #INV-26-82/83 accounted for 1000 units of a product).
  • Suspicious Only: A unique toggle to highlight transactions that deviate significantly from norms, helping you spot errors or fraud.

Sales by Customer

See exactly who your top clients are. This report ranks customers by Gross Sales, helping you identify VIP clients who might deserve a holiday discount.

Expense by Category

A simple pie-chart style breakdown of where your money is going (e.g., “Meals and Entertainment” vs. “Ecommerce Delivery”).

Audit & Detail Reports

Day Book

The Day Book is a chronological log of every single financial event entered into the system for a specific day.

• It lists Invoices, Payments Received, Bills, and Journals in order.
• Use this to double-check your daily data entry before closing up shop.

General Ledger Report

The most detailed report available. It shows the complete history of every transaction for every account (Debit, Credit, and Running Balance). Use this when you need to investigate exactly why an account balance is what it is.

Exporting Your Data

Need to send this to your auditor or analyze it in Excel?

• Print: Generates a printer-friendly version of the current view.
• Download: Exports the raw data (CSV/Excel) for external processing.