The Dizlog app offers a robust suite of reporting tools designed to provide actionable insights and streamline operations across various business functions. From tracking sales performance to managing inventory and employee data, the reports available in Dizlog are tailored to meet the needs of modern businesses. Here's an overview of the key reports you can generate in the app:
1. Sales Overview
The Sales Overview report offers a high-level summary of your sales performance, with detailed breakdowns for deeper insights.
To open, go to: POS > Sales Overview
Key Features:
Overview of Sales Performance: Displays total profit for a selected period (daily, weekly, monthly, or custom range).
Breakdown by Payment Methods: Shows the proportion of payments made via cash, card, mobile wallets, or other methods. Helps identify customer preferences for payment modes.
Breakdown by Items Sold: Lists the top-selling products and their contribution to total sales. Identifies low-performing products to help refine inventory strategies.
Category-wise Breakdown: Groups sales by product categories (e.g., electronics, apparel, or groceries). Highlights which categories generate the most revenue or require attention.
Sales by Discount: Summarizes sales impacted by promotional discounts, including percentage-based and flat-rate offers.
This report is perfect for gaining a complete snapshot of your sales and understanding where the bulk of your revenue comes from.
2. Transactions Report
The Transactions Report provides a detailed record of individual sales or transactions. This granular view is essential for reconciling records and maintaining transparency.
To open, go to: POS > Transactions
Key Features:
Detailed Transaction List: Each transaction includes details like order number, customer name, Location, employee who processed sale, order type, order status, payment method, and date/time.
Breakdown by Sales Path:
POS (Point of Sale): Transactions completed at physical outlets.
Online Sales: Orders placed via the business’s online platforms.
Delivery Orders: Sales involving product deliveries, with additional details like delivery fees and driver information. (Deliverect Integrration)
This report is invaluable for operational insights and maintaining accurate financial records, offering transparency across various sales channels and transactions.
3. Sales Analysis
The Sales Analysis report provides in-depth insights into your sales performance, helping you identify patterns and opportunities for optimization.
To open, go to: POS > Sales Analysis
Key Features:
Peak Sales Time: Displays the hours, days, week or month when sales activity is at its highest. Helps in scheduling staff, optimizing resource allocation, and planning promotions during high-demand periods.
Product Sold Over Time: Tracks sales trends for individual products or groups of items over a given timeframe. Identifies seasonal trends, customer preferences, and which products perform best during specific periods.
Sales Over Time: Provides a clear view of sales performance across different time intervals (daily, weekly, monthly, yearly). Helps analyze long-term growth, seasonality, and recurring patterns in sales.
This report empowers businesses to fine-tune their strategies based on historical sales data and forecast future sales trends.
4. POS Reports
For businesses using point-of-sale (POS) systems, the POS Reports section offers essential data to optimize in-store operations. Key features include:
To open, go to: Reports > POS reports
Sales on Different Ways: Tracks sales per item, per category, by location and more, providing a consolidated view of sales performance across various dimensions.
Customer Sales: Monitors customer purchasing behavior and tracks repeat customers over different time periods.
Pay Later: Records transactions made through delayed payment options, ensuring clear visibility into outstanding amounts.
Payment Methods: Displays sales performance by payment type, such as cash, card, and digital payments.
Cash Register: Tracks cash in and out during transactions, helping to reconcile register balances accurately.
Commission: Calculates sales commissions based on staff performance, simplifying incentive tracking.
Invoicing: provides detailed invoicing reports, including customer information and payment terms.
This report ensures smooth and error-free POS operations and supports staff accountability.
5. Inventory Reports
Efficient inventory management is critical for any business. The Inventory Reports section helps you:
To open, go to: Reports > Inventory reports
Stock Levels: Monitor available quantities of each item in real time.
Reorder Alerts: Identify items nearing their reorder threshold.
Inventory Movement: Tracks incoming and outgoing stock, including transfers and wastage.
With these insights, businesses can avoid stockouts, reduce excess inventory, and improve cash flow.
6. HRMS Reports
The HRMS Reports (Human Resource Management System) section focuses on employee data and performance. Highlights include:
To open, go to: Reports > HRMS reports
Attendance Tracking: Monitors employee check-ins and check-outs.
Payroll Data: Summarizes wages, deductions, and bonuses.
These reports are invaluable for businesses aiming to streamline HR processes and ensure employee satisfaction.
7. Taxes Report
The Taxes Report in the Dizlog app simplifies tax management and compliance. It offers detailed insights into tax-related transactions, helping businesses ensure accurate tax filings. Key features include:
To open, go to: Reports > Taxes
Transaction Detail By Tax Code
The Transaction Detail By Tax Code report provides a comprehensive view of tax-related transactions, offering crucial insights for tax compliance and financial reconciliation. Here are the key elements included in this report:
Date: The date on which the transaction occurred, providing clarity on the timing of tax obligations.
Transaction Type: Indicates the type of transaction (sale, purchase, refund, etc.), helping to differentiate tax implications.
No: The unique transaction number, ensuring easy reference and traceability.
Name: The name associated with the transaction, whether it's a customer, vendor, or internal account.
Memo/Description: Additional notes or descriptions about the transaction, helping to provide context and clarity.
Account: The specific financial account impacted by the transaction (e.g., sales, purchases, expenses, etc.).
Tax Amount: The total amount of tax charged for the transaction.
Taxable Amount: The portion of the transaction that is subject to tax.
Gross Total: The total value of the transaction, including taxes.
Balance: The remaining balance after tax has been applied, useful for tracking outstanding amounts.
Tax Detail
The Tax Detail report in the Dizlog app provides a thorough breakdown of all tax-related transactions, helping businesses manage tax compliance efficiently. Below is a detailed list of features and sections included in this report:
Date: The date on which the transaction took place, crucial for tracking the timing of tax transactions.
Transaction Type: Indicates whether the transaction is a sale, purchase, refund, or adjustment, which affects tax calculations.
No: The unique transaction number, providing clear identification for each tax entry.
TIN of Customer: The Tax Identification Number (TIN) of the customer involved in the transaction.
TIN of Supplier: The Tax Identification Number (TIN) of the supplier involved in the transaction.
Memo/Description: Additional notes or explanations about the transaction for easy reference.
Name: The name associated with the transaction, such as the customer or supplier.
Tax Name: The name of the tax applied (e.g., VAT, GST).
Tax Rate: The specific tax rate applied to the transaction (e.g., 10%, 5%, etc.).
Taxable Amount: The portion of the transaction that is subject to tax.
Amount: The total value of the transaction, including taxes.
Balance: The remaining balance after taxes have been applied.
Sections within Tax Detail:
3 Tax Collected On Sales: This section details tax amounts collected from sales transactions during the reporting period.
6 Tax Reclaimable On Purchases: Shows the tax amounts that can be reclaimed from purchases during the reporting period.
2 Taxable Sales In Period, Before Tax: Displays the total taxable sales made before applying tax.
5 Taxable Purchase In Period, Before Tax: Displays the total value of taxable purchases in the period, before tax.
Tax Summary
The Tax Summary report in the Dizlog app provides a consolidated overview of all tax-related activities for a specific period. It helps businesses quickly understand their tax obligations and prepare accurate filings. Below are the key sections and features included in this report:
Total Sales in Period, Before Tax: The total value of sales made during the reporting period, excluding tax.
Total Taxable Sales in Period, Before Tax: The total value of sales that are subject to tax, before tax is applied.
Tax Collected on Sales: The total amount of tax collected from sales during the reporting period.
Total Purchases in Period, Before Tax: The total value of purchases made during the reporting period, excluding tax.
Total Taxable Purchases in Period, Before Tax: The total value of purchases that are subject to tax, before tax is applied.
Tax Reclaimable on Purchases: The total amount of tax that can be reclaimed on purchases during the reporting period.
BALANCE OWING FOR PERIOD: The net balance of taxes owed after accounting for tax collected and reclaimable taxes.
Tax Due (or Credit) from Previous Periods: Any outstanding tax due from previous periods or tax credits that have been carried forward.
Tax Payments Made This Period: The total amount of tax payments made during the reporting period.
TOTAL AMOUNT DUE: The overall amount due (or refundable) after combining tax obligations from the current period and any carried-over balances.
This report is crucial for businesses to maintain accurate tax records, streamline tax filings, and ensure compliance with local tax regulations.
The reporting features in the Dizlog app provide a comprehensive toolkit for business owners to make informed decisions. By leveraging these reports, you can gain a clear understanding of your operations, address inefficiencies, and capitalize on opportunities for growth. Whether you're analyzing sales performance or managing your workforce, Dizlog’s reports make it easy to stay on top of your business’s needs.