OjaSuite includes a full suite of financial and operational reports. All reports can be filtered by date range and branch, and exported to PDF or Excel.
A transaction-by-transaction breakdown of all invoices and POS sales for a selected day. Shows the total invoiced, total paid, and outstanding balance for that day. Useful for end-of-day reconciliation.
Total revenue broken down per contact for a selected date range. Quickly identify your highest-value customers and track how much each has been billed versus how much they've paid.
Shows which products and services generated the most revenue over a period. Useful for identifying your best-selling lines and spotting items that underperform.
Per-staff-member transaction summary for a date range — total invoices raised and amounts collected, broken down by user. Useful for performance reviews and, where applicable, commission calculations.
A log of every payment recorded (cash, bank transfer, online, etc.) for a selected period. Filterable by payment mode and branch. Useful for reconciling your bank or cash drawer.
All invoices for a date range with their status (Unpaid, Partial, Paid, Cancelled), invoice amount, amount paid, and remaining balance. A useful snapshot of your billing activity for the period.
All customers with an outstanding balance, sorted by oldest outstanding debt first. Shows the total owed per customer and breaks it down by how long each invoice has been outstanding (current, 30 days, 60 days, 90+ days). Ideal for prioritising collections.
Total spend broken down by expense category for a selected date range. Shows what percentage of your costs each category represents. See also: Expenditure.
Combines total invoice revenue with total recorded expenses to produce a net profit or loss for any period. Share this report with your accountant or use it for tax preparation. The accuracy of this report depends on how consistently you record expenses.
A full audit trail of every action taken in the system — who created or modified an invoice, recorded a payment, added a contact, adjusted stock, and more. Each entry shows the user, action, timestamp, and affected record. Use this report to investigate discrepancies or monitor staff activity.
Every report supports filtering by date range and branch. Set the filters at the top of each report page and click Run Report to refresh the data.
Use the Export PDF or Export Excel buttons at the top of any report to download a copy for sharing or archiving.