Reports
Hisaabo’s reports give you an at-a-glance view of your business health. All reports are computed in real time from your invoice, payment, and expense data.
Dashboard
Section titled “Dashboard”The dashboard is the first page you see after selecting a business. It shows key metrics for the current financial year (by default April to March, configurable per business):
| Metric | What it shows |
|---|---|
| Total Sales | Sum of all sale invoice totals in the financial year |
| Total Purchases | Sum of all purchase invoice totals in the financial year |
| Total Expenses | Sum of all recorded expenses in the financial year |
| Total Receivable | Sum of outstanding amounts owed by customers (unpaid/partial sale invoices) |
| Total Payable | Sum of outstanding amounts owed to suppliers (unpaid/partial purchase invoices) |
| Cash in Hand | Net cash position: payments received from customers minus payments made to suppliers minus expenses |
The dashboard also shows a Recent Invoices table with the 10 most recent invoices across all types.
Custom date range
Section titled “Custom date range”You can override the financial year default by selecting a custom date range on the dashboard. The metrics update to reflect only the selected period.
Financial year start
Section titled “Financial year start”By default the financial year starts on 1 April. If your business uses a calendar year or a different start date, change the Financial Year Start Month setting in Settings → Business Profile.
Receivables and payables
Section titled “Receivables and payables”Receivables — money owed to you by customers:
| Column | Meaning |
|---|---|
| Party | Customer name |
| Total Invoiced | Sum of all unpaid/partial sale invoices |
| Amount Paid | Total payments received |
| Outstanding | Amount still owed |
| Oldest Invoice | Date of the oldest unpaid invoice |
Payables — money you owe to suppliers:
Same structure, but for purchase invoices.
Filter by party, date range, or status to narrow down the view.
Sales report
Section titled “Sales report”A breakdown of sales by period, showing total sales, total tax, and total invoices per month.
Expense report
Section titled “Expense report”Total expenses grouped by category for a date range you choose. Shows the amount and percentage contribution of each category.
GST reports
Section titled “GST reports”See GST Compliance Overview and GSTR-1 for detailed documentation on GSTR-1 and GSTR-3B reports.
Stock report
Section titled “Stock report”A snapshot of current stock levels across all items. Useful for physical inventory counts. Filter to show only items below their low-stock alert threshold.
Frequently asked questions
Section titled “Frequently asked questions”My dashboard sales figure does not match what I expect. What might cause this?
Common causes:
- Cancelled invoices are excluded. If you cancelled some invoices, their amount is not counted.
- Draft invoices are included in the total. Even invoices in draft status count toward the sales total.
- Purchase invoices are not included in the sales figure. Make sure you are looking at the Sales card, not total invoices.
- The date filter. If you have a custom date range set, it applies to the dashboard too. Reset to “This Financial Year” to see the full year.
Can I export report data to Excel? The dashboard and reports do not have a direct Excel export. For detailed analysis, export invoices or payments from the respective list views as CSV and open them in Excel or Google Sheets.
The receivables figure looks wrong. Is it including paid invoices?
No. Receivables only count sale invoices with status = sent, status = partial, or status = unfulfilled. Fully paid invoices (status = paid) and cancelled invoices are excluded.