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From Profit & Loss to inventory valuation — WisoBooks delivers the reports you need for informed decisions.
95+ reports at your fingertips
From financial statements to sales trends and inventory movement — every number in your business has a report. Filter, compare, export, and act.
95+ reports. Every answer at your fingertips.
From P&L to inventory valuation, from tax summaries to customer aging — get any report in seconds, not hours.
Financial (8 reports)
Profit & Loss, P&L Comparison, Balance Sheet, Balance Sheet Comparison, Cash Flow Statement, Trial Balance, General Ledger, Account Transactions
Sales (12 reports)
Sales Summary, by Customer, by Item, by Category, by Warehouse, Invoice Details, Invoice Aging Summary/Detail, Customer Credit Notes, Sales Tax, by Rep, Sales Growth Trend
Purchases (10 reports)
Purchase Summary, by Supplier, by Item, PO Summary, PO Detail, Bills Aging Summary/Detail, Supplier Credit Notes, Purchase Tax, by Category
Customers (8 reports)
Customer Summary, Balances, Statement, Contact List, Aging Summary/Detail, Payment History, Top Customers by Revenue
Suppliers (8 reports)
Supplier Summary, Balances, Statement, Contact List, Aging Summary/Detail, Payment History, Top Suppliers by Purchases
Payments (8 reports)
Customer Payments Received, Supplier Payments Made, Payment Method Summary, Outstanding Invoices/Bills, Overdue Invoices/Bills, Payment Forecast
Expenses (8 reports)
Expense Summary, by Category, by Supplier, by Warehouse, Expense Detail, Payment Summary, Expense Trends, Budget vs Actual
Inventory (10 reports)
Inventory Summary, Valuation, Price List, Stock Movement, Low Stock Alert, Item Sales/Purchase History, Warehouse Stock, Adjustments, Transfers
Tax (6 reports)
Tax Summary, Sales Tax Detail, Purchase Tax Detail, Tax Liability, Tax Return Summary, Tax by Period
Accounting (8 reports)
Journal Entry Report, Chart of Accounts, Account Balance Summary, General Ledger Detail, Audit Trail, Unreconciled Transactions, Cash Basis, Accrual Basis
Cheques (4 reports)
Cheque Register, Outstanding Cheques, Cheque Clearance, Cheque Summary by Status
Powerful filtering and export
Smart Filters
Filter by date range, customer, supplier, warehouse, item, account, status and more. Saved filter presets for quick access.
Period Comparison
Compare P&L and Balance Sheet across periods. See growth or decline at a glance with side-by-side columns.
Export to PDF & Excel
Export any report to PDF for sharing or Excel for further analysis. One-click export from any report view.
Custom Date Ranges
Run reports for any date range — this month, last quarter, year-to-date, or any custom period you define.
Drill-Down Detail
Click any summary number to drill down to the underlying transactions. Navigate from totals to individual invoices.
Print-Ready
Reports are formatted for clean printing with your company branding. Share professional financial reports with stakeholders.
From raw data to actionable insights
Every report in WisoBooks supports date filtering, drill-down detail, period comparison, and one-click export — so you spend less time making reports and more time using them.
- Run any report for any period — custom, this month, last quarter, YTD
- Drill down from summary to individual transactions
- Compare periods side by side for growth analysis
- Export to PDF for sharing or Excel for deeper analysis
Reporting FAQ
Can I compare different time periods?
What export formats are available?
Can I filter reports by warehouse or customer?
Are reports available in real time?
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