ExportDoc provides a comprehensive reporting system that helps businesses track export operations, sales performance, customer activity, compliance records, and payment status through detailed analytical reports.
Users can access all reports from the Reports menu and apply various filters to generate customized business insights.
Available reports include:
• Order Summary Report
• Customer-wise Sales Report
• Product-wise Sales Report
• Country-wise Export Report
• Compliance History Report
• Paid & Pending Payment Report
1. Order Summary Report
The Order Summary Report provides a complete overview of all orders created within the system.
The report includes summary details such as:
• Total Orders
• Total Order Value
• Total Quantity
Detailed order information includes:
• Order Number
• Order Date
• Customer Name
• Product Details
• Order Status
• Quantity
• Currency
• Order Value
Users can filter orders based on:
• Customer Name
• Order Status
• Currency
• Date Range
• Other order-related filters
2. Customer-wise Sales Report
The Customer-wise Sales Report helps businesses analyze sales performance customer-wise.
The report provides:
• Total Customers
• Total Sales Value
It also includes customer-wise details such as:
• Customer Name
• Number of Orders
• Total Sales Value Generated from Each Customer
Filters are available for:
• Customer Name
• Date Range
This report helps businesses identify key buyers and customer-wise business performance.
3. Product-wise Sales Report
The Product-wise Sales Report provides insights into product performance and export trends.
The report includes:
• Total Products
• Total Quantity Sold
• Total Sales Value
Detailed information includes:
• Product Name
• Number of Orders for the Product
• Quantity Sold
• Total Value Generated
This report helps businesses track high-performing products and analyze product-wise export activity.
4. Country-wise Export Report
The Country-wise Export Report provides export analysis based on destination countries.
The report displays:
• Total Export Countries
• Total Export Quantity
• Total Export Value
Country-wise details include:
• Country Name
• Number of Orders
• Quantity Exported
• Total Export Value Generated
This report helps businesses understand country-wise export performance and market distribution.
5. Compliance History Report
The Compliance History Report helps businesses maintain and track export compliance-related information.
The report includes details such as:
• Order Number
• Company Name
• Order Date
• LUT/Bond Status
• AD Code
• Export Scheme
• Order Status
This report helps businesses maintain organized compliance records for operational and regulatory purposes.
6. Paid / Pending Payment Report
The Paid & Pending Payment Report provides a financial overview of customer payments and outstanding balances.
The report includes summary information such as:
• Total Order Value
• Total Amount Paid
• Total Pending Amount
Detailed records include:
• Order Number
• Customer Name
• Order Value
• Paid Amount
• Pending Amount
• Order Status
This report helps businesses monitor receivables and track pending customer payments efficiently.
