Reports & profitability
See what sold. What is due. What needs attention.
Review sales, customer dues, supplier bills and stock from the records your team keeps. Find a business question, open the right report and inspect the figures behind it.
Start with the question, then inspect the record.
A useful report connects a business decision with its period, customer, product or location.
Choose the report that answers your question, then review its customer, period and filters. This screen shows the report library.
Start here
Customer-wise outstanding
Start with the customer balance, then open the statement when the amount needs an explanation.
Customer statement
Understand what makes up the amount due.
- Opening balance
- The balance carried into the account
- Invoices
- Recorded sales and their amounts
- Receipts and credits
- Money received and applicable account credits
- Remaining balance
- The amount still due in the selected scope
Keep the customer and period in view.
Read the entries behind the balance before planning a collection or correcting a record.
- Scope
- Customer balances
- Inspect next
- Opening entries, invoices, credits and receipts
- Use it for
- Collection review
More than a sales total.
Explore the report families in CeramicPortal. The reports available to a person depend on their account, permissions and enabled capabilities.
4 report groups match your selection.
What is available, moving or due for a closer look?
Stock & products
- Godown stock
- Review variant-level quantities in a selected storage location.
- Stock summary & stock details
- Read recorded stock and inspect the movements behind it.
- Stock health & ageing
- Review slow-moving stock and the history behind the signal.
- Low stock summary
- Find products that may need a replenishment review.
- Item report by party
- Follow product movement for a customer or vendor.
- Sales & purchase summary
- Compare buying and selling for the same period.
- Rate list
- Review the product rates held in the business.
- Batch stock & valuation
- Inspect batch balances and recorded costs with the required access.
- Inventory cost ledger
- Follow movement-level stock value where cost permissions allow it.
Who owes money, what was billed and what was received?
Customers & sales
- Customer-wise outstanding
- Find customer balances that still need attention.
- Receivable ageing
- Review how long customer dues have been outstanding.
- Customer report by item
- Inspect customer demand by product.
- Invoices & payments received
- Read billed sales and recorded customer receipts.
- Sales returns
- Review credit notes, returned quantities, refunds and credits.
- Customer statements
- Trace a balance through opening entries and subsequent records.
What did you buy, and what remains payable?
Purchases & vendors
- Vendor ageing
- Review supplier balances by age.
- Vendor report by item
- See the products bought from a vendor.
- Purchases
- Inspect buying history in the selected period.
- Bills
- Review supplier bills and their due dates.
- Vendor payments
- Check the payments recorded against supplier work.
What explains a reported earning, margin or tax amount?
Team, profit & tax
- Staff & commission
- Review credited sales, earnings and recorded payouts.
- Gross profit
- Read selling value beside its recorded cost basis.
- Invoice-wise profit
- Inspect finalized invoice profit where the capability and cost access are enabled.
- GST summary
- Review sales and tax summaries where included before preparing a filing handoff.
Follow the amount back to what happened.
Use the same filters as you move from a total to its underlying record. An opening balance, invoice, receipt and credit each mean something different.
Set the question and period
Choose the customer, product or location relevant to the decision.
Read the report’s basis
Check what is included, the units and whether the figure is a current snapshot.
Inspect the source record
Open the statement or transaction that explains a change.
Share the reviewed output
Use the supported report download or print action for that report.
Selling value is only one side of profit.
Read profit with the costs and transaction scope that produced it. Higher sales do not automatically mean a higher margin.
Selling side
Recorded sales
- The included invoices and period
- Discounts and sales returns
- Tax-exclusive values where the report uses them
Cost side
Recorded cost
- The report’s cost method
- Relevant stock movements
- Missing or incomplete cost records
A figure with a basis
Inspect the source before relying on the result.
Cost, valuation, invoice-profit and GST views have their own permission or capability requirements. This illustration is not a financial report.
When a number looks wrong, keep the context.
Check the period, stock unit, opening balance and cost coverage first. An empty or failed report does not prove zero stock, zero dues or complete costs.