Comprehensive Reporting & Analytics
Get complete business insights with detailed Sales reports, GST reports, and Financial reports. Track performance across all dimensions and make data-driven decisions.
Complete Business Intelligence at Your Fingertips
Upbooks provides comprehensive reporting and analytics across three main categories: Sales Reports, GST Reports, and Financial Reports. Each category offers multiple dimensions of analysis to help you understand your business performance from every angle.
Whether you need to track sales performance, manage GST compliance, or analyze financial health, Upbooks gives you the insights you need to make informed decisions.
Sales Reports
Comprehensive sales analytics across multiple dimensions. Track performance by client, product, category, services, time periods, geography, and HSN codes.
Sales by Client
Track revenue generated from each client to identify your most valuable customers and understand client-wise performance.
Sales by Product
Analyze which products are driving revenue and identify top-performing products in your portfolio.
Sales by Product Category
Get insights into category-wise performance to understand which product categories contribute most to your revenue.
Sales by Services
Track service revenue separately to understand the contribution of services to your overall business.
Sales by Month
Monitor monthly sales trends to identify seasonal patterns and track month-over-month growth.
Sales by Quarter
Analyze quarterly performance to assess business growth and plan for future quarters.
Sales by Country
Track sales performance across different countries to understand geographical revenue distribution.
Sales by HSN
Generate HSN code-wise sales reports for GST compliance and product classification analysis.
GST Reports
Stay compliant with comprehensive GST reporting. Track taxes by month and get detailed GST summaries for all your transactions.
Taxes by Month
Track your tax obligations month by month. View GST collected, GST paid, and net tax liability for each month. This report helps you monitor tax trends and ensure timely compliance.
- •Monthly GST breakdown
- •GST collected vs GST paid
- •Net tax liability tracking
- •Month-over-month comparison
GST Summary
Get a comprehensive overview of all GST transactions. View total GST collected, total GST paid, input tax credit, and net GST payable. This summary provides a complete picture of your GST position.
- •Complete GST overview
- •Input tax credit details
- •Net GST payable calculation
- •Export-ready for filing
Financial Reports
Complete financial reporting suite including general ledger, profit & loss statements, balance sheet, trial balance, EBITDA analysis, and currency rate tracking.
General Ledger
View all financial transactions in a detailed ledger format. Track every debit and credit entry with complete transaction history.
Profit and Loss
Analyze your business profitability with a comprehensive P&L statement showing revenue, expenses, and net profit.
Profit and Loss Horizontal
Compare P&L statements across multiple periods side by side to identify trends and changes in profitability.
Trial Balance
Verify accounting accuracy with a trial balance report showing all account balances and ensuring debits equal credits.
Balance Sheet
Get a complete view of your financial position with assets, liabilities, and equity clearly presented.
EBITDA Report
Analyze earnings before interest, taxes, depreciation, and amortization to assess operational performance.
Currency Rate
Track currency exchange rates and their impact on multi-currency transactions and financial reporting.
Centralized Reporting Dashboard
Access all your reports from a single, intuitive dashboard. The overview dashboard provides quick access to:
- ✓All sales reports in one place
- ✓Quick access to GST reports
- ✓Financial reports at your fingertips
- ✓Custom date range filtering
- ✓Export reports in PDF, Excel, or CSV
- ✓Schedule automated report delivery
With the overview dashboard, you can quickly navigate between different report types, apply filters, and export data for further analysis or sharing with stakeholders.
Why Choose Upbooks Reporting?
Comprehensive reporting capabilities that give you complete control over your business insights.
Complete Visibility
Get insights into every aspect of your business from sales performance to financial health and GST compliance.
Multiple Dimensions
Analyze data across various dimensions - by client, product, category, time period, geography, and more.
GST Compliance
Stay compliant with detailed GST reports including monthly tax breakdowns and comprehensive summaries.
Financial Clarity
Understand your financial position with standard reports like P&L, balance sheet, and trial balance.
Easy Export
Export any report in PDF, Excel, or CSV format for sharing with stakeholders or further analysis.
Automated Delivery
Schedule reports to be automatically generated and delivered to your team on a daily, weekly, or monthly basis.
Ready to Transform Your Reporting?
Get complete business insights with comprehensive Sales, GST, and Financial reports.
✓ 14-day free trial • ✓ Full features • ✓ No credit card • ✓ Setup in 1 day