> For the complete documentation index, see [llms.txt](https://payvance-innovation.gitbook.io/finlyticz-help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://payvance-innovation.gitbook.io/finlyticz-help-center/reports-and-analytics.md).

# Reports & Analytics

## Reports & Analytics

FinlyticZ provides comprehensive financial reports synced directly from your Tally data. All reports are accessible from the **Reports** tab in the mobile app.

### Day Book

View all transactions for a specific day.

* Shows all voucher entries (Sales, Purchase, Journal, Receipt, Payment, etc.)
* Filter by date
* Tap any entry to view full voucher details

### Balance Sheet

A snapshot of your company's financial position.

* **Assets:** Current assets, fixed assets, investments
* **Liabilities:** Current liabilities, long-term liabilities
* **Equity:** Capital and reserves
* Drill down into any group to see detailed ledgers
* Synced directly from Tally

### Profit & Loss

Your income vs. expenses over a period.

* **Income:** Sales, other income
* **Expenses:** Purchases, direct/indirect expenses
* **Net Profit/Loss** calculated automatically
* Filter by date range
* Compare periods for trend analysis
* Synced at configurable intervals (default: every 6 hours)

### Trial Balance

Summary of all ledger balances.

* Debit and credit totals for every ledger
* Verify that books are balanced
* Drill down into individual ledger details

### Sales Report

Visual sales analytics with charts.

* **Sales trends** over time (daily, weekly, monthly)
* **Top customers** by revenue
* **Top items** by quantity/value
* Filter by date range and voucher type
* Interactive charts powered by Syncfusion
* Export as PDF

### Outstanding Receivable

Track pending payments from customers.

* **Aging analysis:** 0-30 days, 30-60 days, 60-90 days, 90+ days
* Customer-wise outstanding breakdown
* Due amount tracking
* Prioritize collections based on aging

### Stock Inventory

Current stock levels and valuation.

* Item-wise stock summary
* Opening, inward, outward, and closing quantities
* Stock valuation by different methods
* Filter by item group or category

### Cash & Bank Summary

Overview of all cash and bank accounts.

* Account-wise balances
* Total cash and bank positions
* Quick reconciliation reference

### Voucher Details

View individual vouchers/invoices.

* Full line-item details
* Party information
* Tax breakdowns
* E-way bill information (if applicable)
* Export individual vouchers as PDF
* Share via WhatsApp, Email, SMS

### Exporting Reports

All reports can be exported:

1. Open any report
2. Tap the **Share/Export** icon
3. Choose **PDF** format
4. Share via WhatsApp, Email, or save to device

### Data Sync Frequency

| Data Type                      | Default Sync Interval |
| ------------------------------ | --------------------- |
| Masters (Ledgers, Items, etc.) | Every 30 minutes      |
| Vouchers                       | Every 30 minutes      |
| Profit & Loss                  | Every 6 hours         |

> Sync intervals are configurable in the FinlyticZ Connector under **Tally Setup > Sync** tab.


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