Reports

Overview

Deprixa Plus includes a Financial Report at /reports/financial. This report provides a consolidated view of billing performance for your courier operation — how much was invoiced, how much was collected, what remains outstanding, and which clients are generating the most revenue.

The report is restricted to users with the settings.billing.view permission. This means only accounting roles (Accountant), Managers, Admins, and Super Admins can access it. Operational roles (Dispatcher, Courier) do not have access to financial data.

Detail	Value
Access path	Main menu → Reports → Financial
Required permission	settings.billing.view
Accessible by	Super Admin, Admin, Manager, Accountant
Export format	PDF

What the Financial Report Shows

The Financial Report is divided into four main sections, each focusing on a different dimension of financial performance.

1. KPI Summary Row

At the top of the report, a row of key performance indicators gives an at-a-glance view of the selected period:

KPI	Definition
Total Billed	Sum of all invoice amounts generated in the period, regardless of payment status
Total Collected	Sum of all recorded payments received within the period
Outstanding Balance	Total billed minus total collected — the amount still owed
Total Shipments	Count of all shipments invoiced in the period
Delivered %	Percentage of shipments in the period with a Delivered status
Exception %	Percentage of shipments in the period with an Exception or On Hold status

2. Revenue Bar Chart

A bar chart showing revenue by time period (daily, weekly, or monthly depending on the date range selected). Each bar represents the total invoiced amount for that period. This chart makes it easy to spot trends — growth, seasonality, or unexpected drops in volume.

The chart is rendered using Recharts and supports hover tooltips showing the exact amount for each bar.

3. Payment Status Donut Chart

A donut chart showing the distribution of invoice payment statuses for the filtered period:

• Paid (green) — fully collected invoices
• Partially Paid (orange) — invoices with partial payment recorded
• Unpaid (red) — invoices with no payment recorded
• Void (gray) — cancelled invoices (excluded from financial totals)

The center of the donut displays the collection rate as a percentage (Paid / Total Billed × 100).

4. Top 5 Clients by Revenue

A ranked table showing the five clients who generated the most billing volume in the selected period:

Column	Description
Rank	1–5 ranking by total billed amount
Client Name	Customer name (linked to their profile page)
Shipments	Number of shipments invoiced for this client in the period
Total Billed	Sum of all invoices for this client in the period
Collected	Sum of payments recorded for this client in the period
Outstanding	Total Billed minus Collected for this client

Report Filters

The Financial Report supports two primary filters that you apply before generating the report view:

Filter	Options	Notes
Date Range	Today, Last 7 Days, Last 30 Days, This Month, Last Month, This Quarter, This Year, Custom range	Filters by invoice creation date. The custom range uses a date picker for start and end date.
Branch	All Branches, or a specific branch	Super Admins and Admins can view all branches combined or drill into one. Managers see their assigned branch only.

After selecting your filters, the report updates automatically. All charts and tables reflect the filtered data.

Exporting to PDF

The Financial Report can be exported as a PDF for sharing with management, accountants, or stakeholders who do not have system access.

How to Export

1. Apply your desired date range and branch filters
2. Click the Export PDF button in the report toolbar (top right)
3. The system generates a formatted PDF including all KPIs, charts (rendered as images), and the top clients table
4. The PDF downloads to your browser automatically

PDF Contents

• Company logo and name (from Settings → Company Profile)
• Report title, date range, and branch scope
• KPI summary row
• Revenue bar chart (as a static image)
• Payment status donut chart (as a static image)
• Top 5 clients table
• Generation timestamp and generating user's name

Access Control

The Financial Report contains sensitive financial data and is restricted to roles with the settings.billing.view permission.

Role	Access	Scope
Super Admin	Full access	All branches, all data
Admin	Full access	All branches, all data
Manager	Access	Own branch only
Accountant	Full access	All branches, all data
Dispatcher	No access	—
Courier	No access	—
Customer	No access	—

If a user without the settings.billing.view permission attempts to access /reports/financial, they are redirected to the access denied page. Role permissions are configured in Settings → Roles.

Tips for Power Users

• Compare month-over-month: Run the report for this month, export the PDF, then run it for last month. Compare the two PDFs side by side in your monthly management meeting to see whether revenue, collection rate, and top clients changed.
• Track collection rate as your primary KPI: The collection rate (Paid / Total Billed) is more important than total revenue for cash flow management. A 95%+ collection rate is excellent; below 80% means you have a collections problem that needs immediate attention.
• Use branch filter for multi-location analysis: If you have multiple branches, run the report for "All Branches" first to see the company-wide picture, then drill into individual branches to identify which location is underperforming.
• Top 5 clients are your most important accounts: The clients in the top 5 by revenue deserve personal attention. Ensure their invoices are sent promptly, their payments are tracked closely, and their service experience is consistently high.
• Exception % is a leading indicator: A rising exception rate (shown in the KPI summary) usually precedes a drop in revenue. Exceptions mean shipments that are not delivered — and not delivered shipments create disputes, refunds, and customer churn.