Reports

Bizak reporting is organized by subject area.

Visual guide

Common report pattern

Most report pages start with filters at the top. The table or summary appears below the filters. Detail pages usually add drilldown rows.

What to notice in report pages

Filters sit above the table so users can narrow results first. The report body changes based on the family you open. Summary views help first, and detail views help when you need a trail.

Before you start

• Confirm the related setup and posting data exists.
• Confirm the date range is correct.
• Confirm the user has access to the report family.
• Confirm filters like branch, entity, or location are ready.

Report families

• Account Reports

  Read balances, ledgers, ageing, and statements.

  Open page

• Sales Reports

  Review invoices, returns, and customer outstanding.

  Open page

• Inventory Reports

  Track stock, valuation, and movement.

  Open page

• Procurement Reports

  Review purchase history and vendor balances.

  Open page

• Dynamic Reports

  Open flexible, custom report views.

  Open page

• IRD Reports

  Use tax and compliance reports.

  Open page

• Other Reports

  Review user activity and supporting views.

  Open page

Related pages

• Account Reports
• Sales Reports
• Inventory Reports
• Procurement Reports
• Dynamic Reports
• IRD Reports

How users should read reports

1. Choose the report family
2. Apply date or entity filters
3. Review totals and details
4. Export if needed for audit or sharing

Report design principle

Reports should answer one clear question. If the user wants balances, show balances. If the user wants movement, show movement. If the user wants a drilldown, include a detail report.