Using Reports
3 min readLast updated: Apr 12, 20264 views
Using Reports
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
- Click Reports in the sidebar
- Choose the report type
- Set your date range
- 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:
| Metric | Description |
|---|---|
| Total Invoiced | Sum of all finalized invoices |
| Total Paid | Sum of paid invoices |
| Outstanding | Unpaid finalized invoices |
| Overdue | Past 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:
| Period | Amount | % of Total |
|---|---|---|
| Current | 50,000 MAD | 45% |
| 1-30 days | 30,000 MAD | 27% |
| 31-60 days | 20,000 MAD | 18% |
| 61-90 days | 8,000 MAD | 7% |
| 90+ days | 3,000 MAD | 3% |
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:
- Generate the report
- Click Export button
- Choose format
- 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
- Regular Review: Check reports weekly for cash flow awareness
- Export Monthly: Keep PDF records for your files
- Tax Prep: Generate tax reports before filing deadlines
- Customer Health: Monitor aging report for collection issues
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