Reports your accountant will thank you for
Sales register, tax summary with HSN/SAC and B2B/B2C, payments received, unpaid invoices by age, sales by customer and by item, and tax withheld — for any period, one Brand or all, a table per currency. Download CSV or Excel in a click.
Reports
CSVExcelWhat you can do with it
Sales register
Every invoice and credit note with each tax as a column.
Tax summary
By tax and rate; HSN/SAC summary and B2B/B2C in India.
Unpaid by age
Not yet due, 1–30, 31–60, 61–90, over 90 days.
CSV and Excel
Numbers as numbers, a sheet per table.
Four steps, no training needed
Open Reports
Everyone who can see documents, Viewers included.
Pick a period
This month, quarter, fiscal year, or a custom range.
Filter
One Brand or all your Brands; a tab per currency.
Download
CSV or Excel — every download is logged.
Who owes what, and for how long
Unpaid invoices by age works as of any date — every payment, TDS, credit and write-off counts on its own date, so you can see last month’s position exactly.
Learn it step by step in the Help Center
Related features
Tally, Zoho, Xero & QuickBooks
Files your accountant imports into Tally, Zoho Books, Xero or QuickBooks Online.
Data export & records
Export everything to Excel or CSV, download every PDF as a ZIP, and know what’s kept.
GSTR-1 file
Your month’s or quarter’s GSTR-1 as the portal’s JSON and the offline tool’s Excel — checked first.
TDS & bank charges
Record TDS withheld and bank charges with payments — and reconcile with Form 26AS.
Questions about Reports
Does the tax summary file my return?
No — it helps you prepare it. For India, the GSTR-1 file goes further, giving you the portal’s JSON.
Can a Viewer see reports?
Yes, for the Brands they can see.
Are currencies converted?
No. Each currency has its own table.
Try Reports on Your Own Documents.
Start a 7-day free trial and see it with your customers, your Brand and your numbers.