Insights & Tax
Reports: Understand Your Business
Key reports, statement of account, and cost of goods sold.
Key Reports
Click Reports to access:
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Sales Report - What you sold, in three views (see below)
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Profit Report - Revenue minus the real cost of the goods you sold
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Promotions - How your discount campaigns actually performed
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Aging Analysis - Who owes you money, who you owe, and how overdue
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Payments - Money actually collected, split by method and by day
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VAT Return - Your VAT/GST position for filing (shown when VAT is enabled)
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Stock Report - Current value and movement of inventory at hand
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Defective Returns - Goods that came back broken, by item and reason
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Loyalty - Points issued, redeemed, member count (shown when Loyalty is enabled)
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Service - Job counts by status, average turnaround, technician workload, and revenue from completed jobs (shown when Service Tickets are enabled)
The Sales Report has three sub-views, selected with the pills at the top:
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Summary - totals and trends for the period
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By Invoice - a day book listing every invoice, its outstanding balance, and a link straight to the document
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By Item - which products actually earned the money, rolled up by category
All reports can be:
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Filtered by date range (presets for today, this week, month, quarter, year, or a custom range)
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Exported to CSV for Excel or your accountant
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Printed for records
| Review the Profit Report weekly to spot trends. If margins are dropping, check if discounts have crept up. |
Statement of Account for a Customer
To give a customer a full history of what they bought, what they paid, and what is still outstanding, open the customer’s page and click Statement of Account in Quick Actions. Choose a date range, then print it or save it as a PDF.
The closing balance on the statement always matches the outstanding figure on the customer’s record, so you can hand it over with confidence when chasing payment.
Understanding Cost of Goods Sold (COGS)
The Profit report shows COGS - the cost basis of goods you sold. This is calculated from what you actually paid for inventory (not your list cost). So your profit numbers are always real, not inflated.
If you see your margins are lower than expected, it might be because:
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Your suppliers raised prices and you have not updated your selling price
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Discounts or loyalty redemptions ate into the gross margin
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Promotional items have low margins and are selling well
Frequently asked questions
Which reports does EVRST include?
Sales, Profit, Promotions, Aging Analysis, Payments, VAT Return, Stock, and Defective Returns. Loyalty and Service reports appear when those modules are enabled. The Sales report has Summary, By Invoice, and By Item views.
Can I export reports for my accountant?
Yes. Every report can be filtered by date range, exported to CSV for Excel or your accountant, and printed for your records.
What is cost of goods sold based on?
COGS in the Profit report is calculated from what you actually paid for inventory, not your list cost, so profit figures reflect real margins.
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