Reports
The Reports module page: pick any report across your business, set From and To dates, and press Run report.
Why and when you use it
This is the Reports entry in the main module menu. It is the quickest way to run a report when you are not inside the Stockivio ERP menu, and it covers reports across every area of the business. Anyone who needs a figure for a period, owner or accountant, can use it.
Before you start
- Record the transactions for the period you want to see
Step by step
- Open Reports from the module menuIn the left sidebar open Reports (the module item, not the one under Stockivio ERP).
- Choose the ReportIn the Report box, pick the report you need.
- Set From and ToEnter the From and To dates, for example the first and last day of the month.
- Press Run reportPress Run report and read the result on screen.
- Go deeper when neededFor print, PDF and quick date buttons, use Reports under Stockivio ERP. For spreadsheets, use Export Center.
Worked example
Mehta Medicals in Pune wants a quick look at last month's sales before ordering from its distributor.
- Open Reports from the module menu.
- Pick the sales report in the Report box.
- Set From 1 Oct 2026 and To 31 Oct 2026.
- Press Run report: sales of ₹6,85,000 for October.
Result: The pharmacist has October's sales on screen in under a minute and can plan the reorder.
💡 Tips
- Use the same From and To dates as your accountant uses, so numbers match when you compare.
- Bookmark this page if you run the same report every week.
⚠️ Common mistakes
- Leaving the To date blank or in the future and wondering why figures look small or partial.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Reports from the main module menu.
- Scene 2: Pick a report in the Report box.
- Scene 3: Set From and To.
- Scene 4: Press Run report and read the result.
- Scene 5: Point to Reports under Stockivio ERP for PDF export.