Rewaa provides over 30 reports designed to be a comprehensive reference for tracking and analyzing all operations on the platform.
Types of Reports in Rewaa
1. Analytical Reports
These focus on operational details and analysis to help you make informed decisions. They are divided into four main sections:
Sales: Various reports covering all aspects of sales.
Inventory: Reports related to stock and available products.
Taxes (Tax Return): A comprehensive summary of everything related to taxes.
Stock Control: Reports covering purchase invoices, supplier transactions, and product costs.
2. Financial Reports
These provide accurate financial information based on specific standards to evaluate your company’s financial performance.
ℹ️ Note:
If the Expenses app is installed, you can access a summary of financial reports: Income Statement, Wallet Transactions, Expense Categories Report.
If the Accounting app is installed, you can access the full list of financial reports: Balance Sheet, General Ledger, Trial Balance, Account Transactions.
Enable User Access to Reports
Analytical Reports
Go to Settings > Users.
Click on the ⚙️ icon > Edit User.
Make sure Custom is selected in user permissions.
Go to Reports > Reports List > enable all required permissions.
Enable the needed options for each report:
View: Allows viewing the report only on the platform.
Export: Allows exporting the report in the available format.
Click Save Custom User.
Financial Reports
Go to Settings > Users.
Click on the ⚙️ icon > Edit User.
Make sure Custom is selected in user permissions.
Go to Reports > Reports List > enable all required permissions.
Go to Applications > Accounting.
Enable all permissions.
Click Save Custom User.
FAQs
1. Can I mark frequently used reports as favorites for quick access?
Yes. From the reports list, click the ⭐ icon next to the report name. It will be added to the Favorites section.
ℹ️ Note: Favorites are available for all report types except financial reports.
2. Why can’t I see financial reports?
Make sure the Accounting app is installed and its permissions are enabled.