Reports & Analytics
Xnoll Inventory provides 10 comprehensive reports across 4 categories with interactive charts, filters, and CSV export. Go to Reports in the sidebar to access them.
Report Categories
Inventory Reports
- Stock Summary — Current stock levels for all items with total quantity, reserved quantity, and inventory value. Filter by warehouse and category. Includes a top-10 chart by inventory value.
- Low Stock — Items where current stock is at or below the configured alert level. Shows deficit quantity and estimated deficit value. Filter by warehouse.
Sales Reports
- Sales Register — Chronological listing of all invoices with customer name, status, amounts, and tax. Filter by date range, status, and customer. Includes daily sales trend chart.
- Sales by Item — Revenue breakdown by product. Shows quantity sold, total revenue, and average selling price. Filter by date range and category.
- Sales by Customer — Revenue breakdown by customer. Shows invoice count and total sales value. Filter by date range.
Purchase Reports
- Purchase Register — Chronological listing of all purchase bills with vendor name, status, amounts, and tax. Filter by date range, status, and vendor.
- Purchase by Item — Cost breakdown by product. Shows quantity purchased, total cost, and average purchase price. Filter by date range and category.
- Purchase by Vendor — Cost breakdown by supplier. Shows bill count and total spend. Filter by date range.
Outstanding Reports
- Receivables — Money owed by customers, grouped by aging buckets (0–30 days, 31–60 days, 61–90 days, 90+ days). Helps track collections and overdue invoices.
- Payables — Money owed to vendors, grouped by aging buckets. Helps manage cash flow and payment schedules.
How to Access Reports
- Click Reports in the sidebar.
- You'll see the report catalog with all 10 reports organized by category.
- Click any report card to open it.
Using Filters
Each report has a filter bar at the top. Available filters depend on the report type:
- Date Range — From and To dates to limit the period (sales and purchase reports).
- Warehouse — Filter stock by a specific warehouse (inventory reports).
- Category — Filter by item category (sales/purchase by item reports).
- Customer / Vendor — Filter by specific party (register and outstanding reports).
- Status — Filter by document status (e.g., draft, issued, posted).
Tip: Click "Apply" after changing filters. All charts and summary cards update automatically with the filtered data.
Understanding Charts
Every report includes interactive charts powered by Chart.js:
- Bar charts — Used for daily trends (sales/purchase registers) and top-10 rankings (by item, customer, vendor).
- Summary cards — KPI cards at the top showing totals, counts, and averages.
- Aging distribution — Receivables and Payables reports show a bar chart of outstanding amounts by age bucket.
Exporting Reports to CSV
- Open any report and apply your desired filters.
- Click the "Export CSV" button.
- A CSV file downloads with all the data currently displayed.
- Open the CSV in Microsoft Excel, Google Sheets, or any spreadsheet application.
Note: The exported CSV includes all rows matching your current filters. For outstanding reports (Receivables and Payables), the export also includes the summary aging data at the top of the file.
Report Details
| Report | Filters | Chart Type | API Endpoint |
|---|---|---|---|
| Stock Summary | Warehouse, Category, Show Zero | Bar (top 10 by value) | GET /api/v1/reports/stock-summary |
| Low Stock | Warehouse | Bar (top 10 by deficit) | GET /api/v1/reports/low-stock |
| Sales Register | Date Range, Status, Customer | Bar (daily totals) | GET /api/v1/reports/sales-register |
| Sales by Item | Date Range, Category | Bar (top 10 by revenue) | GET /api/v1/reports/sales-by-item |
| Sales by Customer | Date Range | Bar (top 10 by revenue) | GET /api/v1/reports/sales-by-customer |
| Purchase Register | Date Range, Status, Vendor | Bar (daily totals) | GET /api/v1/reports/purchase-register |
| Purchase by Item | Date Range, Category | Bar (top 10 by cost) | GET /api/v1/reports/purchase-by-item |
| Purchase by Vendor | Date Range | Bar (top 10 by spend) | GET /api/v1/reports/purchase-by-vendor |
| Receivables | — | Bar (aging buckets) | GET /api/v1/reports/receivables |
| Payables | — | Bar (aging buckets) | GET /api/v1/reports/payables |
Tip: Use the CSV export with Excel pivot tables for deeper analysis. For example, export Sales by Item, then create a pivot table to compare month-over-month performance.