Reports

Generate insights from your data with pre-built sales, inventory, purchasing, financial, and directory reports. Export to CSV and schedule automatic delivery.

Getting Started with Reports

1

Choose a report

Go to Reports and browse the available categories: Inventory, Sales, Purchasing, Financial, Directory, POS, and more.

2

Set filters and date range

Select the date range, location, category, or other filters relevant to the report you are viewing.

3

Export your data

Reports generate automatically based on your filters. Click "Export CSV" to download the data for offline analysis or sharing.

Key Features

Sales Reports

Analyze revenue, top-selling products, customer purchasing patterns, and sales performance over any period.

Inventory Reports

View stock levels, movement histories, valuation, aging, and low-stock summaries across locations.

Financial Reports

Access income statements, balance sheets, trial balances, and aged receivables or payables.

Pre-Built Reports

Choose from a library of pre-built reports organized by category. Apply filters, date ranges, and groupings to get the exact data you need.

Scheduled Reports

Click "New Scheduled Report" to automate report generation on a daily, weekly, or monthly basis and receive them by email.

CSV Export

Export any report to CSV format using the "Export CSV" button. Download the data for further analysis in spreadsheet applications.

How-To Guides

Run a Report
Go to Reports and select the report category (Inventory, Sales, Purchasing, Financial, Directory, POS, etc.). Choose a specific report type and set the date range and any additional filters. The report generates automatically based on your selections.
Schedule a Report
Go to Scheduled Reports and click "New Scheduled Report". Choose the report type, set the frequency (Daily, Weekly, or Monthly), the delivery time, and the email recipients. The system generates and sends the report automatically at the specified intervals.
Export Report Data
After viewing a report, click the "Export CSV" button. The CSV file downloads immediately to your device and can be opened in Excel, Google Sheets, or any spreadsheet application for further analysis.
Use Filters
When viewing a report, use the filter options to refine the data. You can filter by date range, location, category, customer, supplier, or status. The report updates automatically as you change filters. Combine multiple filters to narrow down the exact data you need.

Tips & Best Practices

  • Schedule your most important reports (e.g., daily sales summary, weekly inventory status) to arrive in your inbox automatically using "New Scheduled Report".
  • Use date comparisons (this month vs. last month, this year vs. last year) to spot trends and measure growth.
  • Export raw data to CSV when you need to create custom charts or perform analysis not available in the built-in reports.

Frequently Asked Questions

What report categories are available?
Reports are organized into categories: Inventory, Sales, Purchasing, Financial, Directory, POS, and Other. Each category contains several pre-built reports with customizable filters.
How far back does report data go?
Reports can include data from the time you started using Bibike. There is no limit on the date range, though very large date ranges may take longer to generate.
Can I share reports with people who do not have a Bibike account?
Yes. Export the report as a CSV file and share it via email, messaging, or any other channel. Scheduled reports can also be sent to external email addresses.