Financial Reports
The Financial Reports module in LKG for Billing provides powerful reporting capabilities to analyze your business performance, track financial metrics, and make data-driven decisions.
Key Features
Sales Trends Analysis
- Sales performance over time
- Product-wise sales breakdown
- Customer-wise revenue analysis
- Identify top-performing products
- Seasonal trends and patterns
Payment Reports
- Payment collection analysis
- Outstanding receivables
- Payment method distribution
- Collection efficiency metrics
Tax Report
- Monthly GST sales data for business
- Total sales and taxable amount
- GST breakdown by component (CGST, SGST, IGST)
- Year and month-wise filtering
- Export to Excel for tax filing
- Summary view with key metrics:
- Total Sales
- Taxable Amount
- Total GST collected
Accessing Reports
- Navigate to Accounting → Reports from the main menu
- Select the desired report type
- Choose date range and filters
- Generate and view the report
- Export if needed (PDF, Excel, CSV)
Report Filters
All reports support filtering by:
- Date Range: Custom date range selection
- Business: Filter by specific business (multi-business users)
- Customer: Filter by customer (where applicable)
- Product: Filter by product or category
- Status: Filter by invoice/payment status
Exporting Reports
Reports can be exported in multiple formats:
- PDF: For printing and sharing
- Excel (.xlsx): For further analysis and manipulation
- CSV: For importing into other systems