📊 Reports & Charts Page

“An advanced analytics and charting tool for visualizing inventory, billing, and financial trends.”

🎯 What This Page Is For

The Reports & Charts Page gives you interactive, visual access to all the key data across the system, helping you:

Analyze performance across Inventory, Sales, Income, Borrow, Dispense, Purchases, and Expenses
Choose summary types (sum, average, max, min)
Filter by product, service, time range, or category
Visualize patterns using bar, line, pie, or area charts
Save, undo, or print report configurations

This is not just a static report — it’s a customizable analytics dashboard.

🛠️ Key Features of the Reports Page

Feature	What It Does
📈 ZingChart Integration	Interactive charting tool used for graphing reports
📋 Entity Selection	Choose the type of report (sales, service, borrow, dispense, etc.)
📊 Chart Type Picker	Line, Bar, Area, Pie, and 3D Pie formats supported
📅 Filter by Date	Choose year, month, day, or hour — or set custom date ranges
🧾 Summary Value	Switch between total, average, max, or min calculations
💬 Text Search for Product/Service	Search by product or service name to isolate results
⚙️ Custom Filters	Apply filters defined per entity (e.g., status, store, customer type)
🧮 Draw / Add / Undo Charts	Add charts incrementally, or undo last addition
💾 Save Options	Save your current filter setup for reuse later
🖨️ Print Report	Print your chart and summary layout

📊 Report Modes (Entities)

When starting a report, you choose an Entity — the category of data you want to analyze. Options include:

Mode	What It Covers
product	Sales or dispense volume by product
service	Billing or income from services
borrow	Items borrowed from inventory
dispense	Items permanently dispensed
sale	POS sales
income	Non-product income
purchase	Cost of purchased goods
expense	Other financial outflows (e.g., rent, transport, salaries)

Each entity uses slightly different filters and chart rules, which are automatically adjusted.

🎨 Chart Types

Chart Type	Best For
Line	Trends over time (e.g., daily or monthly sales)
Bar	Comparing volume between products or services
Area	Stacked impact over time (e.g., income buildup)
Pie	Proportional breakdown (e.g., sales by category)
3D Pie	Aesthetic alternative to basic pie for presentations

📊 Chart Data Controls

Control	Function
Summary Value	Total, Average, Maximum, Minimum
Time Grouping	Hourly, Daily, Weekly, Monthly breakdown
Year / Month Filter	Select data from a specific month or year
Product/Service Search	Target a single product or service to isolate its data
Additional Filters	Apply custom dropdown filters (e.g., by store, status, or customer type)
Timeline From/To	Filter by dynamic timelines (e.g., for lifecycle reporting or version tracking)

🧰 Example Reports

Example 1: Monthly Sales by Product (Bar Chart)

Select Entity: product
Chart Type: bar
Summary: sum
Grouping: month
Year: 2025, Month: May
Draw Chart

✅ Result: A bar graph showing May sales totals per product

Example 2: Weekly Average Service Income (Line Chart)

Entity: service
Summary: average
Grouping: week
Chart Type: line
Year: 2025
Draw Chart

✅ Result: Weekly average income plotted as a trend line

Example 3: Daily Borrow Activity (Area Chart)

Entity: borrow
Chart Type: area
Summary: sum
Time Type: date
Month: July, Year: 2025
Draw Chart

✅ Result: Filled area chart showing borrow activity over July

🔁 Workflow Features

Button	Action
Draw Chart	Replaces the current chart with new data
Add Chart	Adds another chart on top of the current one for comparison
Undo Chart	Removes the last chart added
Save Options	Saves your selected filters and view options for later use
Print Report	Opens the print view for exporting a hard copy of your chart and summary

🖨️ Printing and Exporting

From the chart view, use the Print button to:

Print full-page charts
Export for board meetings, audits, or funding proposals

🧠 You can also screenshot combined charts if using multiple datasets.

🧾 Tax Report Mode (Built-In Feature of Reports Page)

“Automatically calculate and visualize tax collected across product and service sales.”

🎯 Purpose of the Tax Report

The Tax Report is a built-in, dedicated reporting mode that gives you a clean, itemized view of all taxes collected over a given time range — across both product sales and service income.

It helps you:

Review how much tax was collected by product, service, or category
Track taxable vs non-taxable items
Print a clean report for submission to tax authorities or finance departments

🧠 Unlike other report modes, this one does not show charts, but instead provides a tabular summary optimized for accounting and export.

📋 What It Shows

Column	Description
Item Name	Product or service name with tax applied
Tax Rate	The tax percentage used (e.g., 5%, 12.5%)
Tax Collected	The actual tax amount collected during the selected period
Total Amount	Value of item/service before tax
Net + Tax	Combined amount billed (gross total)

📅 How to Generate a Tax Report

Open the Reports & Charts Page
Scroll to the Tax Report section below the charting area
Choose:

Start and End Date
(Optional) Filter by product, category, or service

Click Generate

✅ You’ll see a full tabular list of all tax-inclusive items.

📤 Export & Print Options

Option	Use Case
Export CSV	Send to accountants, upload to ERP, or submit to tax agencies
Print Report	Create hard copies for filing or audit compliance

🧠 The report includes both product and service taxes in a combined format — ideal for monthly or quarterly reporting.

🧠 Best Practices

Regularly review this report to detect items that were not taxed when they should have been
Make sure your products and services are tagged with the correct tax rate in the inventory or service setup pages
Use the tax report for both government filing and internal audits
Export this alongside your income and sales reports to compare taxable and non-taxable revenue

📌 Summary:
The Tax Report is a purpose-built, no-chart summary located within the Reports Page that helps you stay tax compliant — effortlessly and transparently.