Reports
Run the core business reports (Sales Summary, Purchase Summary, Expense Summary, GST Summary, Profit & Loss and Stock Valuation) for any period, then print or export them as PDF.
Why and when you use it
Every invoice, bill, expense and stock movement you record already feeds these reports, so you never build them by hand. The owner uses them to see whether the business made money, the accountant uses them for month-end and for the CA, and the manager uses them to check what was bought and sold. They are the quickest answers to questions like how much did we sell last week or what is our stock worth today.
Before you start
- Record sales, purchases and expenses for the period
- Set opening stock values (Inventory) so Stock Valuation is meaningful
Step by step
- Open ReportsUnder Stockivio ERP, open Reports.
- Pick the reportChoose the report type: Sales Summary, Purchase Summary, Expense Summary, GST Summary, Profit & Loss or Stock Valuation.
- Pick the periodPress a quick date button such as Today, Yesterday or This Week, or set the dates you want, for example a full month.
- Press Run ReportPress Run Report. The figures are worked out from your saved documents at that moment.
- Read the reportSales and Purchase Summaries show what was sold and bought; Expense Summary shows spending by category; GST Summary shows the tax on sales and purchases; Profit & Loss shows income less costs; Stock Valuation shows what your stock on hand is worth.
- Print or exportPress Print for a paper copy, or Export PDF to save or email the report, for example to your CA.
- Use the right report for GST filingGST Summary is a check. For return files use GST Reports, which has the GSTR-1 and GSTR-3B exports.
Worked example
On 2 Nov 2026 the owner of Sharma Traders wants to know how October went before meeting his CA, Kapoor & Associates, in Delhi.
- Open Reports, choose Sales Summary, set 1 Oct 2026 to 31 Oct 2026, press Run Report: sales of ₹18,40,000 before GST.
- Choose Purchase Summary for the same dates, press Run Report: purchases of ₹14,20,000.
- Choose Expense Summary: ₹1,65,000, of which salaries ₹1,08,000 and fuel ₹22,000.
- Choose Profit & Loss: net profit of about ₹1,12,000 after stock changes and expenses.
- Choose Stock Valuation as on 31 Oct 2026: ₹9,80,000 of stock.
- Press Export PDF on Profit & Loss and GST Summary and email them to the CA.
Result: The owner has October's profit, spend and stock value on two pages, and the CA receives PDFs straight from the books with no retyping.
💡 Tips
- Run Profit & Loss for full months; part-month figures can mislead because purchases and sales do not arrive evenly.
- Check Stock Valuation against a physical count at least once a quarter.
- Use This Week every Monday for a quick look at sales and expenses.
- If a report looks wrong after back-dated entries, press Recalculate on Receivables and run the report again.
⚠️ Common mistakes
- Treating GST Summary as the return. Use GST Reports for GSTR-1 and GSTR-3B files and check with your CA.
- Reading Profit & Loss when many purchase bills are still not entered. Enter all bills first.
- Picking the wrong date range; always read the dates at the top of the printed report.
Questions
Why does Profit & Loss not match my bank balance?
Profit counts sales and costs when they happen, even if not yet paid. Your bank shows cash that actually moved. Receivables and payables explain most of the gap.
Can I get these in Excel?
Reports offers Print and Export PDF. For spreadsheets, use Export Center.
How is stock valued?
Stock Valuation shows the value of stock on hand from the prices recorded in Stockivio. Ask your CA which valuation method your books should follow.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Reports and show the six report types.
- Scene 2: Press This Week and Run Report on Sales Summary.
- Scene 3: Set October dates and run Profit & Loss.
- Scene 4: Run Stock Valuation.
- Scene 5: Run GST Summary and point to GST Reports for filing.
- Scene 6: Press Export PDF and Print.