Business reports

Report name Description
Activity Report Produce a spreadsheet detailing all payments made and received for a specific period.
Asset Register Manage your assets.
Audit Trail This report lists activity on your account, including creating and editing of items, as well as details of what changes were made. Deleted items are also listed.
Business Progress Summary The report is intended for the use of Prince's Trust supported businesses. Other businesses may also find it useful if they conduct a formalised periodical review of their business.
CIS Summary This report provides a summary of all sales and purchase invoices containing CIS deductions.
Digita Exports This report provides you with CSV files containing your transactions in a format that can be imported to the Digita range of products.
Global Project Report An overview of all of your projects, including turnover and profit per project.
Health Check This report tells you how you compare to a number of measures to check the health of your business.
Historic Sales & Expenditure This report produces a table in spreadsheet format that shows a month by month breakdown of all of your sales and expenditure.
Bank Factoring Generate the files required Bank Factoring services.
Nominal Ledger The report provides a Nominal Ledger breakdown for the chosen period. The report is provided on-screen and as a CSV.
Prepayments and Accruals Automatically create journal entries for sales and purchases that needs to be treated as prepayments or accruals
Sage Export You can export all of your customer, supplier, sales, purchase and bank transaction information into CSV files for import into Sage.
Stock Overview Report This report will allow you to download a CSV file which contains the remaining stock and value of the stock based on price per item.
Year-End Run this process to create your "Year-End" entries.