Business Intelligence
Reporting & Analytics
Make data-driven decisions with 50+ built-in reports, custom dashboards, real-time KPIs, and automated report delivery. See your business clearly.
50+
Built-in Reports
Real-time
Dashboard Updates
∞
Custom Reports
3
Export Formats
Financial Reports
Core Financial Statements
Complete suite of financial reports for management, board reporting, and regulatory compliance.
Trial Balance
Complete trial balance with opening balances, movements, and closing balances by period.
- Opening balances
- Period movements
- Closing balances
- Account drill-down
- Multi-period comparison
General Ledger
Detailed transaction-level general ledger report with full audit trail.
- Transaction details
- Journal references
- Source documents
- Running balances
- Date range filters
Income Statement
Profit and loss statement with revenue, expenses, and net income by period.
- Revenue breakdown
- Expense categories
- Gross margin
- Net income
- Budget comparison
Balance Sheet
Statement of financial position showing assets, liabilities, and equity.
- Asset categories
- Liability breakdown
- Equity section
- Comparative periods
- Ratio analysis
Cash Flow Statement
Operating, investing, and financing cash flows with reconciliation to bank.
- Operating activities
- Investing activities
- Financing activities
- Opening/closing cash
- Direct/indirect method
Bank Balances
Real-time bank account balances and transaction summaries across all accounts.
- Account balances
- Transaction summary
- Reconciliation status
- Uncleared items
- Multi-currency
AR/AP & Tax
Receivables, Payables & Tax
Aging analysis, journal registers, and tax summaries for cash flow management and SARS compliance.
AR Aging
Accounts receivable aging with current, 30, 60, 90+ day buckets and collection priority.
- Aging buckets
- Customer breakdown
- Credit limits
- Collection notes
- Overdue alerts
AP Aging
Accounts payable aging showing supplier balances and payment due dates.
- Aging buckets
- Supplier breakdown
- Due dates
- Payment planning
- Cash requirements
Journal Register
Complete register of all journal entries with posting status and audit trail.
- All journals
- Posting status
- Entry types
- User tracking
- Reversal links
Tax Summary (VAT)
VAT input/output summary for SARS VAT201 submission with supporting details.
- Output VAT
- Input VAT
- Net payable
- Zero-rated
- Exempt supplies
Sales Reports
Sales & Revenue Analytics
Analyze sales performance by customer, product, and period to identify growth opportunities.
Sales by Customer
Revenue analysis by customer with ranking, trends, and margin analysis.
- Customer ranking
- Revenue trends
- Margin analysis
- Order history
- Credit usage
Sales by Product
Product performance analysis with quantity, revenue, and profitability metrics.
- Product ranking
- Quantity sold
- Revenue by product
- Margin by product
- Trend analysis
Invoice Register
Complete register of all sales invoices with status, amounts, and payment tracking.
- All invoices
- Status tracking
- Payment status
- Outstanding amounts
- Aging summary
Credit Notes
Register of all credit notes with reasons, linked invoices, and approval status.
- Credit note list
- Reason codes
- Linked invoices
- Approval status
- Value analysis
Inventory Reports
Stock & Warehouse Analytics
Monitor stock levels, valuation, movements, and identify slow-moving inventory.
Stock on Hand
Current inventory levels by product, warehouse, and bin location.
- Quantity on hand
- By warehouse
- By bin location
- Reorder status
- Min/max levels
Valuation
Inventory valuation report with costing methods and value by category.
- FIFO/weighted avg
- Value by product
- Value by category
- Cost changes
- Write-off summary
Movements
Stock movement history with receipts, issues, transfers, and adjustments.
- All movements
- Movement types
- Source documents
- Quantity changes
- Audit trail
Slow-Moving
Identify slow-moving and obsolete stock for write-down or disposal action.
- Days since movement
- Value at risk
- Last transaction
- Disposal candidates
- Aging analysis
Purchasing Reports
Procurement Analytics
Analyze supplier spend, track open orders, and identify variances in goods received.
Supplier Spend
Purchasing spend analysis by supplier with trends and category breakdown.
- Spend by supplier
- Category breakdown
- Trend analysis
- Top suppliers
- Contract compliance
Open POs
Outstanding purchase orders with expected delivery dates and values.
- Open orders
- Expected delivery
- Outstanding value
- Partial receipts
- Overdue alerts
GRV Variance
Goods received variances showing quantity and price differences from PO.
- Quantity variance
- Price variance
- Variance reasons
- Approval status
- Cost impact
HR Reports
Workforce Analytics
Employee registers, payroll summaries, leave balances, and turnover analysis.
Employee Register
Complete employee master list with status, department, and key details.
- All employees
- Status filter
- Department view
- Contact details
- Start dates
Payroll Summary
Payroll totals by period with earnings, deductions, and employer contributions.
- Gross earnings
- Deductions
- Net pay
- Employer costs
- Tax withholdings
Leave Balances
Leave balances by employee and leave type with accrual and usage details.
- Leave types
- Balances
- Accruals
- Usage history
- Pending requests
Terminations
Employee termination register with reasons, dates, and exit interview data.
- Termination list
- Reason codes
- Exit dates
- Final pay status
- Turnover analysis
Custom Reports
Build Your Own Reports
Create custom reports with the visual builder, save configurations, and track all exports.
Report Builder
Visual drag-and-drop report builder to create custom reports without coding.
- Drag-and-drop fields
- Custom filters
- Grouping options
- Calculations
- Chart builder
Saved Views
Save and organize your custom report configurations for quick access.
- Save configurations
- Organize folders
- Share with team
- Quick access
- Version history
Export Audit
Track all report exports with user, date, and format for compliance.
- Export history
- User tracking
- Format logged
- Date/time stamp
- Compliance trail
Scheduling & Distribution
Automated Report Delivery
Schedule reports to run automatically and distribute to stakeholders via email.
Scheduled Reports
Configure automatic report generation on daily, weekly, or monthly schedules.
- Schedule frequency
- Report selection
- Parameter defaults
- Run history
- Error alerts
Distribution Lists
Define recipient lists for automatic report delivery via email.
- Recipient groups
- Email delivery
- Format selection
- CC/BCC options
- Delivery confirmation
Alert Triggers
Configure conditional triggers to generate reports when thresholds are met.
- Threshold rules
- Condition logic
- Trigger actions
- Alert notifications
- Escalation
Dashboards & KPIs
Real-Time Business Intelligence
Build custom dashboards, track KPIs, and explore data interactively.
Custom Dashboards
Build personalized dashboards with drag-and-drop widgets showing the KPIs that matter most.
- Drag-and-drop builder
- Widget library
- Real-time data
- Role-based views
- Mobile responsive
KPI Tracking
Define and monitor key performance indicators with alerts when targets are missed.
- KPI definitions
- Target setting
- Trend analysis
- Alert thresholds
- Scorecards
Ad-Hoc Analysis
Explore data interactively with pivot-style filtering, grouping, and drill-down.
- Pivot analysis
- Drill-down
- Dynamic filters
- Slice & dice
- Export results
Personalized Dashboards
Build dashboards that show exactly what you need. Different views for executives, managers, and team members.
Drag-and-Drop Builder
Add, resize, and arrange widgets
Real-Time Updates
Data refreshes automatically
KPI Tracking
Set targets and track progress
Share Dashboards
Collaborate with your team
Export & Delivery
Get your reports how and when you need them. Export instantly or schedule automatic delivery.
Multiple Formats
Export to Excel, PDF, or CSV
Scheduled Reports
Daily, weekly, or monthly delivery
Email Distribution
Send to teams or individuals
Alert Triggers
Reports when conditions are met
Full Feature List
50+ built-in reports
Custom report builder
Real-time dashboards
KPI tracking & alerts
Scheduled delivery
Email distribution
Excel/PDF/CSV export
Drill-down capability
Comparative periods
Budget vs actual
Multi-currency
Role-based access
Saved report views
Export audit trail
Mobile responsive
Dark mode support
Chart visualizations
Trend analysis
Aging analysis
Variance reporting
Tax reporting
Compliance reports
Performance metrics
Workforce analytics
Data From Every Module
Reporting pulls data from across your entire Khula ERP system
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