Riwaa platform has designed more than 30 reports to be a comprehensive reference that helps you track and analyze all operations on the Riwaa platform.
Types of Reports on the Riwaa Platform
1. Analytical Reports:
Focus on the details of operations and their analysis to help you make decisions. Divided into four main sections:
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Sales: Various reports related to sales.
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Inventory: Reports related to inventory and the products within it.
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Taxes (Tax Declaration): A comprehensive summary of everything related to taxes.
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Warehouse: Reports related to purchase invoices, dealings with suppliers, and product costs.
2. Financial Reports:
Aim to provide accurate financial information, following specific standards, to evaluate the company's financial performance.
ℹ️ Note:
When you install the Expenses app, you can access the following financial reports in a summarized form: Income Statement, Wallet Transactions, Expense Category Report.
And when you install the Accounting app, all reports will appear in detail: Financial Position Statement, General Ledger, Trial Balance, Account Statements.
Enabling User Access to Reports
Analytical Reports
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Go to Settings > Users.
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Click on the (⚙️) icon > Edit Member.
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Make sure to enable the "Detailed" option in user permissions.
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Go to the Reports section permissions > Reports List > Enable all permissions.
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Enable the appropriate options for each report:
View: Allows viewing the report on the platform only.
Export: Allows exporting the report according to the available file type for each report.
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Click on "Save User Data."
Financial Reports
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Go to Settings > Users.
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Click on the (⚙️) icon > Edit Member.
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Make sure to enable the "Detailed" option in user permissions.
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Go to the Reports section permissions > Reports List > Enable all permissions.
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Go to the Applications section permissions > Accounting.
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Enable all permissions.
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Click on "Save User Data."
Frequently Asked Questions
1- Can I customize the most used reports to access them quickly?
Yes, you can do this through the reports list, click on the star icon next to the report name, the reports will be added to the (Favorites) section.
ℹ️ Note: Favoriting is available for all types of reports except financial reports.
2. Why don't the financial reports appear for me?
Make sure to install the Accounting app and enable its permissions.