Business reports that build themselves
A dashboard and reports drawn from the orders, stock and payments your team already records, including the stock and book-debt statement your bank asks for.
What goes wrong today
- Reports rebuilt in Excel every month from figures copied across by hand
- Overdue payments found when someone calls instead of on a screen you check daily
- The bank's stock statement worked out by hand with stock, debtors and drawing power on a spreadsheet
- Different numbers in different files so nobody trusts any of them
- The dashboard: cash in and out, what is overdue, low on stock or waiting for approval
- The invoice aging widget switching between receivables and payables
- Trends by week and month, and the Cashflow tab with money in against money out
- Aging buckets for customers and vendors
- Building a CSV export in four steps on the Download Data tab
How reporting works in Centrik
- 1
Work as usual
Every figure comes from the records your team already makes in Procurement, Inventory, Orders and Bookings. There is nothing to update by hand.
- 2
Check the dashboard
See pending orders, low-stock alerts, open POs, upcoming bookings and overdue payments, plus cash in, cash out and what is waiting for approval.
- 3
Dig into trends, cashflow and aging
Chart one metric over time by week or month, compare money in against money out, and sort open invoices by how long they have been outstanding.
- 4
Close the month
Pull the monthly stock statement, then build the bank's stock and book-debt statement with drawing power, and print it or download it as a CSV.
What you get with reporting
Dashboard
- Pending orders, low-stock alerts, open POs, upcoming bookings and overdue payments
- Cash in and cash out, and what is waiting for approval
- Invoice aging for receivables and payables in one widget
- Stock value on hand, cost of goods sold and days of inventory at a glance
Reports
- Trend charts by metric, such as inventory turnover, procurement spend and order volume
- Tabs for procurement, orders, inventory, bookings and approvals
- Cashflow week by week, with payments still to be recorded entered from the same screen
- Aging of open invoices for customers and vendors
Bank and month-end
- Stock and book-debt statement for your bank, with drawing power worked out from stock, creditors and debtors
- Stock and debtor margins and the debtor age limit are yours to set, and the working is shown line by line
- Print a clean page to sign or download the statement as a CSV
- Monthly stock statement per product in Inventory, with closed months frozen
Exports
- Download the data you need from any module: common fields pre-selected, add more, apply filters, export as CSV
- Every export logged in your download history
- April to March financial year across all date filters
Keep reading
Frequently Asked Questions
From the invoices, orders, stock movements and payments your team has already recorded in Centrik. The same records run your day and feed every chart, so the numbers agree.