Sales and purchase analysis
Review transaction totals, periods and related sales or purchasing records.
ERP REPORTS & BUSINESS VISIBILITY
Numbers are easier to act on when they have context.
Review sales, stock, receivables, payables, financial statements and relevant operational reports from records maintained in the ERP.
Sales reports Stock ledger Outstanding Financial statements
Reports & Analytics
THE BUSINESS CHALLENGE
A dashboard is useful; the underlying records matter more.
A rise in sales may look positive until overdue collections or stock shortages are considered. A production delay may make sense only after the movement log shows where the work was held.
XlinkONE includes operational and financial reports drawn from its business modules. The right report depends on the question: daily activity, product movement, customer balances, production progress or period-end financial position.
WHAT YOU CAN MANAGE
Tools for the work behind reports & analytics.
The important capabilities are the ones that help your team record work consistently and follow what happens next.
Inventory movement
Examine stock ledger activity, movement history and available valuation reports.
Outstanding and accounting
Use receivable, payable, trial-balance and financial-statement reporting.
Manufacturing and job work
Review supported production, department, machine and movement information.
A PRACTICAL WORKFLOW
Ask a specific question and follow the record.
Follow the work in a clear sequence, with each stage recorded in the appropriate ERP module.
STEP 1
Select the period
Apply relevant date and company or branch filters where supported.
STEP 2
Read the report
Review the totals, exceptions and available supporting details.
STEP 3
Take the next action
Use the relevant transaction module to investigate or correct source information.
IN A REAL BUSINESS
Sales increased, but cash inflow fell
The sales report shows more billing than last month, while customer outstanding has also increased. Reading both figures together helps the accounts team focus on collection activity rather than assuming stronger sales mean stronger cash flow.
YOUR QUESTIONS
What to know about Reports & Analytics.
These answers explain the intended scope. Actual availability depends on your plan, configuration and the deployed ERP version.
Can I download business reports?
XlinkONE includes PDF and spreadsheet export functions for supported reports. Export availability varies by report.
Does the reporting dashboard replace an accountant’s review?
No. Reports depend on correctly entered source data and should be reviewed, particularly for statutory or financial decisions.
WORK WITH XLINKONE
Create Your Workspace Bring reports & analytics into your business workspace.
Explore the available configuration and connect the records your team needs to manage.