HisabHelp Center
Invoicing

Using Reports

Generate financial reports for insights, accounting, and tax filing.

3 min readLast updated: 6 Jun 2026470 views

Hisab provides comprehensive reports to help you understand your business, prepare for taxes, and make informed decisions. This guide covers all available reports.

Accessing Reports

  1. Click Reports in the sidebar
  2. Choose the report type
  3. Set your date range
  4. View, filter, and export

Invoice Report

Get a complete overview of all invoices.

What It Shows:

  • Total invoiced amount
  • Paid vs outstanding amounts
  • Overdue invoices
  • Invoice breakdown by status

Filters Available:

  • Date range (this month, quarter, year, custom)
  • Status (draft, finalized, sent, paid, void)
  • Customer

Key Metrics:

MetricDescription
Total InvoicedSum of all finalized invoices
Total PaidSum of paid invoices
OutstandingUnpaid finalized invoices
OverduePast due date, still unpaid

Use Cases:

  • Monthly revenue tracking
  • Cash flow analysis
  • Collection follow-up
  • Performance monitoring

Tax Report

Essential for VAT declarations and DGI compliance.

What It Shows:

  • Revenue by tax rate
  • VAT collected by rate
  • Total taxable amounts
  • Exempt amounts

Tax Breakdown Example:

Period: November 2024

Taxable at 20%:  150,000 MAD  →  VAT: 30,000 MAD
Taxable at 14%:   25,000 MAD  →  VAT:  3,500 MAD
Taxable at 10%:   10,000 MAD  →  VAT:  1,000 MAD
Taxable at  7%:    5,000 MAD  →  VAT:    350 MAD
Exempt (0%):      20,000 MAD  →  VAT:      0 MAD
─────────────────────────────────────────────────
Total Revenue:   210,000 MAD
Total VAT:        34,850 MAD

Filters Available:

  • Period (month, quarter, year)
  • Custom date range

Use Cases:

  • Monthly VAT declarations
  • Quarterly tax filing
  • Annual tax preparation
  • Accountant reports

Customer Report

Understand your customer relationships.

What It Shows:

  • Top customers by revenue
  • Customer payment behavior
  • Aging report (30/60/90 days)
  • Customer activity trends

Top Customers View:

Shows your highest-value customers with:

  • Total invoiced amount
  • Number of invoices
  • Payment rate
  • Average payment time

Aging Report:

Track overdue amounts by period:

PeriodAmount% of Total
Current50,000 MAD45%
1-30 days30,000 MAD27%
31-60 days20,000 MAD18%
61-90 days8,000 MAD7%
90+ days3,000 MAD3%

Use Cases:

  • Identify VIP customers
  • Spot collection issues
  • Prioritize follow-ups
  • Sales performance

Exporting Reports

All reports can be exported:

Export Formats:

  • PDF: Professional format for sharing
  • Excel: For further analysis
  • CSV: For importing into other systems

How to Export:

  1. Generate the report
  2. Click Export button
  3. Choose format
  4. Download file

Date Range Options

Quick Selections:

  • This Month
  • Last Month
  • This Quarter
  • Last Quarter
  • This Year
  • Last Year

Custom Range:

Select specific start and end dates for precise reporting.

Scheduled Reports (Coming Soon)

Automatic report delivery:

  • Daily, weekly, or monthly
  • Email to stakeholders
  • PDF attachments

Report Tips

  1. Regular Review: Check reports weekly for cash flow awareness
  2. Export Monthly: Keep PDF records for your files
  3. Tax Prep: Generate tax reports before filing deadlines
  4. Customer Health: Monitor aging report for collection issues

Related Articles

Was this article helpful?

Back to Invoicing

Still have a question?

Can't find it? Write to me - I read every message.

Write to me
BackHomeSupport