Reports
Ten reports — Overview, Sales, Purchases, Ledgers, Cash Flow, P&L, Stock, Products. One click, PDF ready.
DigitalNation BMS — Reports
At the end of the month, you don’t know.
A month has passed. The shop ran, sales happened, customers came.
But now — as you sit and think — how much did you actually make?
You don’t know.
- How much did I sell?
- How much did I spend?
- What was my profit?
- What’s my stock worth?
- Who owes me the most?
- Which month was the best?
You dig through the notebook, count slips, scroll through WhatsApp. It takes hours — and the numbers are still incomplete.
Your business keeps growing — but you don’t know how it’s doing.
DigitalNation BMS (Business Management Software) — the full picture in one click.
When you open Reports, 10 different reports appear.
Each report tells you something different — together they show the complete health of your business.
One click — and you know what you didn’t know for months.
Reports — in 4 sections
For ease, the 10 reports are split into 4 sections:
| # | Section | What it is |
|---|---|---|
| 1 | Sales & Purchases | Sales and purchase detail |
| 2 | Ledgers | Customer and supplier accounts |
| 3 | Financial Reports | Cash flow, profit & loss, expenses |
| 4 | Stock & Products | Stock status, product performance |
Each section has 2-3 reports — in full detail.
The 10 reports — complete list
| # | Report | What it tells you | Where |
|---|---|---|---|
| 1 | Overview | Full health summary | This page (below) |
| 2 | Sale Summary | Sales detail | Sales & Purchases |
| 3 | Purchase Summary | Purchase detail | Sales & Purchases |
| 4 | Customer Ledger | Customer accounts | Ledgers |
| 5 | Supplier Ledger | Supplier accounts | Ledgers |
| 6 | Cash Flow | Money in, money out | Financial |
| 7 | Profit & Loss | Profit or loss | Financial |
| 8 | Expense Report | Expenses detail | Financial |
| 9 | Stock Report | Stock status | Stock |
| 10 | Product Report | Product performance | Stock |
Overview — full health summary
This is the first tab on the Reports page — and the most important.
What you see here:
| Card | What it tells you |
|---|---|
| Total sales | Revenue in the selected period |
| Total purchases | Purchases made |
| Total profit | Sales minus purchases |
| Average sale | Average per sale |
| Top products | Best sellers |
| Top customers | Biggest buyers |
| Recent sales | Last 5-10 sales |
| Recent purchases | Last 5-10 purchases |
Graphs:
- Sales line — daily or weekly
- Purchase line — for comparison
- Profit graph — trend over time
When to use: Start of every month — last month’s picture.
Location: /vendor/reports → Overview
Capture: Cards, graphs, top products, top customers
What every report includes
In every BMS report:
- Date range — today / this week / this month / custom
- Filters — specific products, customers, or status
- Graphs — pictures in colours and lines
- Tables — every number, every detail
- PDF print — for the customer or your records
- RTL / LTR — both Urdu and English
One page — a complete picture.
Before & After BMS
| Before | With BMS |
|---|---|
| Month-end accounting — hours | One click, two seconds |
| Paper, pen, calculator | Automatic calculation |
| Incomplete numbers, lingering doubt | Accurate, verifiable |
| “What was my profit?” — guesswork | Accurate P&L |
| “Which month was best?” — no idea | Instant on the graph |
| Full customer account — hard | One search, complete ledger |
| Talking to suppliers — no numbers | Automatic supplier ledger |
| Making PDFs is hard | One click, WhatsApp |
Same business. Same month. Just the full picture, always.
DigitalNation Support — when a report gets confusing
Sometimes a number doesn’t look right. Sometimes a filter causes issues. Sometimes the PDF won’t print.
Don’t worry. DigitalNation Support is with you:
- Verify the numbers
- Understand filter settings
- Fix PDF issues
- Help with any tricky report
- Via WhatsApp or call, quickly
We never change your data silently. Every step is dated and logged.
How to open reports
Step 1: Go to Reports from the dashboard
Step 2: Look at the tabs at the top — 10 different reports
Step 3: Choose any tab
Step 4: Set the date range and filters
Step 5: Print PDF or send on WhatsApp
Location: /vendor/reports
Capture: 10 tabs, Overview active
Search & filters
Search bar: Customer name, phone, invoice number, IMEI
Filters (in every report):
- Date range — Today / This Week / This Month / This Year / Custom
- Customer / Supplier — one specific person
- Product — one specific item
- Status — Paid / Partial / Credit
Highlight: Search bar, date picker, active filter
Frequently asked questions
Where does the report data come from?
From every sale, purchase, payment, expense, and return you’ve entered in BMS. Automatic.
Does the report include old data?
Yes — everything since you started with BMS is included.
Can I export reports?
In PDF — yes, currently. Excel/CSV export may come later.
Can I generate a PDF with a filter applied?
Yes. Set the filter first → click “PDF” → the filtered data goes into the PDF.
Can I view reports on mobile?
Yes. Reports are fully mobile-responsive. Both graphs and tables display.
Does report data update daily?
Yes. Whenever you enter a sale, purchase, or payment — it appears in reports immediately.
How long is report data kept?
Unlimited. As long as the subscription is active, all data stays.
Can I view reports across multiple shops?
No. One account — one shop. Separate accounts for each shop.
How do I interpret the reports?
- Overview — “How is the business doing?”
- Sale Summary — “How much did I sell?”
- Purchase Summary — “How much did I buy?”
- Customer Ledger — “What does each customer owe?”
- Supplier Ledger — “What do I owe each supplier?”
- Cash Flow — “Where did money come from, where did it go?”
- Profit & Loss — “Profit or loss?”
- Stock Report — “What’s my stock status?”
- Expense Report — “Where did expenses go?”
- Product Report — “How is each item performing?”
Important notes
💡 Check Overview on the 1st of every month A 5-minute task — last month’s picture. Sets up next month’s plan.
💡 Save each report as PDF Useful for business records — and for tax filing too.
💡 Send customers/suppliers their ledgers At month-end — professional relationship, clean accounts.
💡 Use filters Instead of the full report — view only the data you need.
💡 The data matters The data you enter creates the report. Incomplete entry = incomplete report.
💡 Reports are your mirror This is how you see where the business is heading — good decisions come from here.
Flow
Dashboard ← go to Reports
↓
10 tabs on screen ← Overview first
↓
Date range ← filters
↓
Open each report ← graphs + tables
↓
Print PDF ← send on WhatsApp ← record preserved
↓
Deeper detail in 4 sections ← Sales, Ledgers, Financial, Stock
↓
Result: month-end in seconds, not hours;
certainty, not guesswork; a clear picture, not confusion.Related sections
- Sales & Purchases Reports — Sales and purchase detail
- Ledger Reports — Customer and supplier accounts
- Financial Reports — Cash flow, profit & loss, expenses
- Stock Reports — Stock status, products
- Dashboard — Daily summary
Next: Sales & Purchases Reports — Sale Summary and Purchase Summary