Read-only management reports

General Reports

Date-filtered answers from the same orders, stock, invoice, payment, and expense records your team enters once.

Date range
Sales in range
₱0
0 orders · previous ₱0
Top salesperson
No sales yet
Assign salespeople to orders
Spent in range
₱0
0 expense records
Overdue AR
₱0
0 invoices need follow-up

Missing or weak signals

These are the places where management visibility is still incomplete.

No expenses recorded in this selected range.
No outbound product movement in this selected range.

Sales by hospital

Which hospital is buying, and which one is declining?

Review orders
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Sales by salesperson

Which salesperson sold the most in the selected range?

Assign orders
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Hospital decline

Current period compared with the previous period of the same length.

Follow up
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Product movement

What products are moving, and what is still on hand?

Review stock
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Monthly expenses

How much have we spent in this date range?

Review expenses
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AR aging

Which balances need collection follow-up?

Collect
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Open payables

Which outgoing obligations are still unpaid?

Review payables
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Entered once, reused everywhere

This answers the previous software concern: reports read operational records instead of asking the team to encode again.

  • Sales by hospital and salesperson derive from sales_orders and sales_order_lines.
  • Product movement derives from stock_movements and stock_balances.
  • AR aging derives from invoice_balances, which derives invoices and payments.
  • Expenses and payables derive from expense records only.