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Reports suite

Every number, already reported.

Fourteen ready-made reports ship with the platform — compliance, finance, sales, treasury and field. Filter, group, export to Excel or PDF, and schedule them to your inbox.

Compliance

GST Summary

Outward and inward tax positions consolidated for filing.

TDS Report

Deductions by vendor and section, ready for reconciliation.

Finance

Project Finance Summary

Revenue, cost and margin per project at a glance.

Project Detailed Report

Line-level movement across a project’s lifecycle.

Vendor Finance Summary

Bills, payouts and outstanding balances by vendor.

Invoice Report

Raised, paid and overdue invoices with ageing.

Sales & Quotations

Quotation

Full quotation register with status and value.

Quotation Summary

Condensed view for pipeline and conversion review.

Quotation Grouped by Product

Demand rolled up by product or specification.

Quotation Without Price

Client-safe scope document with pricing withheld.

Treasury & Field

Bank Transaction

Every bank movement matched to projects and parties.

Cash Transaction

Petty cash and site cash flows with running balance.

Site Visit Report

Visit logs, observations and follow-ups by site.

Task Report

Assignment, progress and completion across teams.

Custom reports

Need a report shaped to your firm?

We build custom views on the same data spine.

Request a custom report