Reports & Analytics
ERPX provides comprehensive reporting and analytics tools to help you make data-driven decisions.
Report Types
Standard Reports
Pre-built reports covering all modules:
Financial
| Report | Description | | --- | --- | | Balance Sheet | Assets, liabilities, and equity | | Profit & Loss | Revenue and expenses | | Cash Flow | Cash inflows and outflows | | Trial Balance | All account balances | | General Ledger | Detailed transaction history | | AR Aging | Outstanding receivables by age | | AP Aging | Outstanding payables by age | | Budget vs Actual | Budget comparison |
Custom Reports
Build custom reports using the Report Builder:
- Navigate to Reports → Report Builder
- Select data source (document type)
- Choose columns and measures
- Add filters and grouping
- Select chart type (optional)
- Save and share
Dashboard Analytics
Embed any report as a dashboard widget for at-a-glance monitoring.
Chart Types
ERPX supports various visualization types:
| Chart Type | Best For |
|---|---|
| Line Chart | Trends over time |
| Bar Chart | Comparisons across categories |
| Pie Chart | Proportional distribution |
| Donut Chart | Category breakdown with totals |
| Area Chart | Cumulative values over time |
| Table | Detailed data with sorting |
| KPI Card | Single metric highlights |
| Heat Map | Geographic or time-based intensity |
Exporting Reports
All reports can be exported in multiple formats:
- PDF — For sharing and printing
- Excel — For further analysis
- CSV — For data processing
- Image — Chart screenshots
Scheduled Reports
Automate report delivery:
{
"report": "Monthly Sales Summary",
"schedule": "monthly",
"dayOfMonth": 1,
"time": "07:00",
"format": "pdf",
"recipients": ["ceo@company.com", "sales-manager@company.com"]
}Scheduled reports are generated at the specified time and delivered via email automatically.
