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Screen, CSV, and PDF views share the same report data so exported numbers match what the owner reviewed.
An owner dashboard with a job to do
The home dashboard highlights sales, receivables, payables, inventory value, stock alerts, and operational queues. It is designed to point at decisions—not just decorate the screen with numbers.
- Review sales performance across a chosen period
- Compare inventory value and low-stock pressure
- See customer and supplier aging side by side
- Surface work waiting for approval, receiving, or reconciliation
Detailed report documents
Financial, inventory, purchasing, and aging pages combine summary figures with the tables behind them. The layout keeps totals and individual records in one document so a reviewer can move from signal to evidence.
Export without changing the answer
CSV and PDF are produced from the same report document shown on screen. That consistency matters when the owner, manager, and bookkeeper review the same period in different tools.