Reporting

Home Reporting

📊 Powerful Business Reporting Made Simple with Khata Billing

Khata Billing offers a wide range of smart, insightful, and user-friendly business reports to help you stay on top of your financials, sales, stock, expenses, and party transactions — all from a single dashboard. Whether you're a small business, wholesaler, or retailer, our reporting system ensures you never miss a detail.

Quotation Image
Sale Summary
Sale Summary

Get a quick snapshot of your total sales, receipts, and outstanding payments for the selected day.

Sale By Items
Sale By Items

Track which items are performing best by analyzing quantity sold and revenue generated.

Sale By Party
Sale By Party

Analyze sales trends for individual customers or parties and monitor their outstanding dues.

Expense Details
Expense Details

Review all your expense entries including date, amount, and mode of payment in a single place.

Expense by Category
Expense by Category

Understand where your money goes by grouping expenses into categories like rent, utilities, etc.

Expense by Items
Expense by Items

Break down expenses by specific items or services to identify cost-heavy purchases.

Estimate Register
Estimate Register

View all issued estimates with status tracking to manage potential sales opportunities.

Quotation Register
Quotation Register

Access detailed records of all quotations issued along with their conversion status.

📊 Reports & Analytics

Get complete visibility into your business with easy-to-use reports.

🧾 Sales Reports – Track Your Revenue Easily

  • Sales Summary Reports: Get a clear overview of your total sales over any selected date range.
    → Ideal for understanding overall business performance.
  • Daily Sales Report: Monitor daily transactions to know how much you're earning each day.
    → Great for daily business tracking and cash flow analysis.
  • Sales by Item Report: View which products are performing best based on quantity and revenue.
    → Helps identify top-selling items and inventory trends.
  • Sales by Party Report: Track sales made to individual customers or businesses.
    → Analyze customer-wise business to identify loyal or high-volume buyers.

💸 Expense Reports – Keep Your Spending in Check

  • Expense Summary: Get a complete list of all business expenses recorded.
    → Know where your money is going.
  • Daily Expense Report: See all expenses recorded on a day-to-day basis.
    → Useful for controlling small daily operational costs.
  • Expenses by Category: Break down expenses by predefined categories like Rent, Salary, Office Supplies, etc.
    → Helps identify high-cost areas and optimize budgeting.
  • Expenses by Item: View expense reports linked to specific items.
    → Useful for understanding item-based cost breakdowns.

📦 Stock Reports – Monitor Inventory Like a Pro

  • Stock Summary Report: Get a snapshot of your available inventory across all products.
    → Perfect for checking stock balance and availability.
  • Item-wise Sales Summary: Understand how each product is performing in terms of sales.
    → Helps in decision-making about stock restocking or discontinuation.
  • Low Stock Alerts: Identify products that are running low in stock.
    → Prevent out-of-stock situations and lost sales.
  • Rate List Report: Check current selling rates of all items in one place.
    → Ideal for printing or sharing with customers or staff.
  • Stock Valuation Report: Know the total value of your inventory based on quantity and item rate.
    → Essential for accounting and profitability analysis.

🧾 Party Reports – Track Customers & Vendors Smartly

  • Party-wise Outstanding Report: See how much each party (customer/vendor) owes or is owed.
    → Helps with payment follow-ups and credit control.
  • Invoice-wise Ledger: Track ledger entries invoice-by-invoice.
    → Gain clarity on each transaction at invoice level.
  • Party Ledger Report: Complete transaction history of each party including invoices, payments, and outstanding.
    → Best for reconciliation and trust-building with parties.

💹 Profit & Tax Reports – Know Your Business Health

  • Profit & Loss Report: Track your total profit or loss over any given time period.
    → Crucial for financial planning and reporting.
  • GST Invoice Report: View GST-wise invoice details with tax breakup.
    → Useful for filing accurate monthly/quarterly GST returns.
  • GST Invoice Item Report: See GST details per item sold — rate, CGST, SGST, and taxable value.
    → Required for accurate HSN-based filing.
  • GST R1 Report: Auto-generated GST R1 format for quick filing.
    → Save time during tax season.

🔍 Why Choose Khata Billing for Reports?

  • ✅ Easy-to-understand layout
  • ✅ Print-ready reports
  • ✅ Filter by date, item, party, category, and more
  • ✅ Export to Excel or PDF
  • ✅ All-in-one dashboard access

🎯 Designed for Business Owners, Not Accountants

Whether you’re running a shop, wholesale distribution, manufacturing, or service business, Khata Billing helps you gain real-time insights without needing accounting knowledge.

👉 Start managing your reports with ease today.
📈 Grow faster, track smarter — with Khata Billing.