The Reports module in SMATO Books & Accounts brings together your financial information into meaningful reports that help you understand business performance, monitor transactions, and make informed decisions.
As your business grows, reviewing transactions one by one becomes difficult. Reports help convert everyday financial activities into useful business information.
Whether you’re monitoring receivables, reviewing purchases, checking expenses, or analysing sales, the Reports module gives you a clear picture of your financial operations in one place.
Track financial performance and monitor business trends over time.
Review business performance with accurate financial summaries.
Generate reports for reconciliation, compliance, and internal reviews.
Access organized financial reports for verification and reporting purposes.
Generate reports by selecting the information that’s most relevant to your business.
You can generate reports using:
Choose from different report formats, including tabular views and Excel-based reports, depending on your reporting needs.
Generate reports based on business requirements
Filter information using multiple criteria
Access report history anytime
Download reports in PDF or Excel
Improve financial visibility
Support informed business decisions
Every generated report is automatically stored in Report History, making it easy to revisit previous reports whenever required.
For each report, you can view:
Completed reports can be downloaded in formats such as PDF and Excel, making them suitable for audits, management reviews, and business discussions.
Regardless of the industry or domain, our digital services provide cutting-edge solutions that are adapted to meet the unique demands and goals of our clients.
The Reports module helps businesses generate financial reports covering sales, purchases, receivables, payables, expenses, payments, and other business transactions.
Reports can be filtered by date range, report type, and customer information where applicable.
Yes. The Report History section stores previously generated reports along with their processing status and timestamps.
Yes. Reports can be downloaded in supported formats such as PDF and Excel for sharing and record keeping.
Business Owners, Finance Teams, Management, Accountants, and Auditors all benefit from meaningful financial reporting.
It consolidates information from across the platform, helping businesses monitor financial performance, review transactions, and make data-driven decisions.
Every transaction tells part of your business story. The Reports module brings those transactions together into meaningful insights that support confident business decisions.
Schedule a personalised demo and discover how the Reports module helps you understand your business through clear, actionable financial reports.
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