TopNote
جارٍ التحميل

Reporting

Turn daily records into useful business decisions

Monitor sales, collections, expenses, taxes, customers, and profitability using reports based on the documents your team already creates.

Reporting overview in TopNote

Current answers without rebuilding the numbers

Use date filters and connected records to review performance, follow outstanding balances, and prepare financial information.

01

Sales overview

Compare invoice totals, paid amounts, outstanding balances, returns, and recent activity.

02

Expense analysis

Review spending by period and category to identify recurring or unusual costs.

03

Tax reporting

Summarize taxable values and tax amounts from sales and purchase documents.

04

Export and review

Use concise tables, filters, and print or export options for further review and sharing.

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  1. 01

    Choose the report

    Open the sales, accounting, tax, cash, bank, or other report you need.

  2. 02

    Set the period

    Filter information by the relevant date range and available business criteria.

  3. 03

    Review the detail

    Move from summarized totals to the supporting transactions where available.

  4. 04

    Share the result

    Print or export the report when it needs to be reviewed outside the system.

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