Reports &
Operational Dashboard
11 analytical reports with real-time dashboard and data export
Dashboard — Four Scoped Endpoints
The dashboard surface is not one composite endpoint. It is four scoped endpoints, each tuned for a specific role's first-screen needs.
Org Summary
GET /dashboard/summary — organisation-wide counts across purchase requisition (PR), purchase order (PO), goods receipt note (GRN) and service acceptance (SA). Used on the admin home screen.
Activity Stats
GET /dashboard/stats — time-windowed activity totals across today, this week, and this month. Posting volumes, approval counts, value totals.
My PO Queue
GET /dashboard/po-pending — user-scoped. POs awaiting this user's approval, ordered by service level agreement (SLA) breach risk.
My Mismatch Queue
GET /dashboard/mismatch-pending — user-scoped. GRNs and SAs with mismatch resolutions awaiting this user's review.
The split keeps approver views user-specific (you see only what is pending with you), and keeps admin views global, without one endpoint trying to be both.
Analytical Reports
14 reports covering procurement, asset, GST and import dimensions
Procurement Pipeline Summary
PR, PO, GRN counts and values by status. Identifies bottlenecks in the procurement cycle.
Outstanding PO Report
Open purchase orders with pending delivery quantities. Aging by order date.
Warranty / AMC Expiry
Contracts approaching expiry within configurable windows. Prevents lapsed coverage.
Approval SLA & Aging
Time spent at each approval level. Identifies slow approvers and SLA breaches.
Supplier Performance
Delivery adherence, acceptance rates, rejection counts, and debit note frequency per vendor.
Asset Aging & Replacement
Assets by age band, remaining useful life, and book value. Supports replacement planning.
Disposal & Write-Off Summary
Disposed and written-off assets with approval chain, disposal proceeds, and accounting entries.
Procurement Cycle Time
Average time from PR submission to GRN posting. Breakdown by department and category.
Receiving Quality & Damage
GRN rejection and damage rates by vendor and category. Feeds into vendor scoring.
Department Asset Portfolio
Asset count, total value, and depreciated value by department. Supports budget allocation.
Compliance Trend
Verification completion rates, document expiry status, and control violation frequency over time.
ITC-Blocked Purchases
GET /reports/itc-blocked-purchases — CSV of every PO line and asset cost component where Input Tax Credit (ITC) is ineligible, with vendor, invoice, line description, basic and Goods and Services Tax (GST) amounts, block reason and free-text note. Filterable by date range, block-reason code, and vendor. Designed for GSTR-3B reconciliation.
Import Receivables
GET /import/receivables with CSV and XLSX export — every import GRN line where a non-accepted bucket is routed to a recovery receivable (short-landing claim, cargo insurance, vendor duty reimbursement, vendor recovery), with ageing in days, Bill of Entry (BoE) reference, vendor and amount. Chases customs drawback, insurance claims, and vendor settlements before they go stale.
PR-Line PO Usage
GET /requisitions/pr-lines/{pr_line_id}/po-usage — every PO that has claimed quantity from a requisition line: PO number, status, claiming PO line, ordered quantity, timestamp. Plus computed totals (total, ordered, remaining). Answers "where did the remaining 400 units go?" when a requisition line was split across multiple POs.
Data Export
Per-Module Export
CSV export for assets, POs, GRNs, contracts, depreciation schedules, expenses, and HSN master. Each module provides its own filtered export.
Full Organisation Export
One-click ZIP of all tables for admin and superadmin roles. Complete data extraction for auditors, migration, or backup purposes.
Data Portability
Standard CSV format with no proprietary encoding. Your data is accessible and transferable at any time.
Expense Register
Service-related expenses tracked in a dedicated register with GST and TDS detail.
Three Entry Types
Forward, Correction, Reversal
SA_POSTING (forward expense from Service Acceptance), DEBIT_NOTE (correction entry), and SA_REVERSAL (posting reversal). Each linked back to originating PR, PO, and SA.
GST Split
CGST / SGST / IGST
Per-line CGST, SGST, and IGST amounts at both unit and line level. HSN/SAC code captured per entry for tax return preparation.
TDS Tracking
Section, Rate, Amount
TDS section code, rate, and deducted amount per line. Summary calculates net TDS across postings and reversals for each period.
Period Summaries
Month / Quarter / FY
Aggregated stats across four time periods: all-time, current month, current quarter, and current financial year. Counts, amounts, and net TDS per period.
16+ filter dimensions including department, vendor, classification, date range, amount range, and financial year. Global search across expense ID, item name, supplier, and document numbers. CSV export with optional FY filter.
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