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PrerequisitesEnsure the following elements are already configured:
  • Companies and Product Lines defined.
  • Cost Centers, Projects, and Warehouses created.
  • Transactions are tagged with the correct dimension (e.g., Sales tagged with product line, purchase with warehouse, etc.).
Overview
What it does: Generates reports that break down your financial and operational data across different business segments. Why it matters: It gives leadership clear insights into how each area of the business is performing—be it product lines, cost centers, business units, or locations—helping guide strategic decisions.

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Steps to Generate Multi-Dimensional Reports

1

Navigate to the Report Section

  1. From the dashboard, go to Accounts > Reports.
  2. Choose a relevant report such as:
    • Profit and Loss Statement
    • Balance Sheet
    • Trial Balance
    • Stock Ledger
    • General Ledger
    • Cash Flow Statement
2

Apply Dimensional Filters

Once inside the report:
  • Select Company: Choose which entity you want to analyze (if managing multiple companies).
  • Product Line / Item Group (Optional): Use filters like Item Group or Product Category in inventory-based reports.
  • Cost Center: Break down expenses and income by departments or units.
  • Project: If tracking financials by project, use the Project filter.
  • Warehouse: Useful for stock movement, valuation, or storage cost analysis.
You can combine multiple filters for a more targeted view. E.g., Profit & Loss for Product Line A in Cost Center - Lagos.
3

Analyze and Export

Click Run to generate the filtered report.
  • Use drill-down features to inspect specific entries.
  • Export the report using the Download button for PDF, CSV, or Excel formats.
  • Use the Print icon to generate a printer-friendly version.