Overview

Deprixa Plus provides a comprehensive reporting suite under Finance → Reports. Reports give administrators a clear picture of shipment volume, revenue performance, and return trends across any date range.

Detail Value
Menu pathFinance → Reports
Required permissionreports.financial.view
Accessible byAdmin
Export formatsExcel, CSV
Charts libraryRecharts (bar, line, pie)

Shipment Report

The Shipment Report gives a detailed view of all shipments created during a selected period. Use it to audit shipment volume, track delivery performance, and identify bottlenecks by status or branch.

Filters

Filter Options
Date rangeStart date and end date via date range picker
StatusAll, Pending, In Transit, Delivered, Returned, Cancelled
BranchAll branches or a specific branch
Service typeAll service types or a specific service

Report Columns

Column Description
TrackingShipment tracking number (linked to shipment detail)
CustomerSender or receiver name
OriginOrigin city/branch
DestinationDestination city/branch
StatusCurrent shipment status
WeightTotal shipment weight
TotalInvoiced amount for the shipment
DateShipment creation date

Click Export to Excel or Export to CSV to download the filtered dataset for external analysis.

Financial Report

The Financial Report breaks down revenue, costs, and profit across your operation. It helps administrators understand which services, branches, and zones are most profitable.

Report Sections

Filters

The Financial Report uses the same date range picker as the Shipment Report. Select a start and end date to scope all calculations to that period.

Click Export to Excel to download the full financial breakdown as a spreadsheet.

Returns Report

The Returns Report focuses specifically on return requests. Use it to monitor return volume, identify the most common return reasons, and track refund amounts.

Filters

Filter Options
Date rangeStart date and end date via date range picker
StatusAll, Pending, Approved, Rejected, Completed
ReasonAll reasons or a specific return reason

Key Metrics

Click Export to Excel to download the returns data for further analysis.

Dashboard Charts

All reports include interactive charts powered by Recharts. Chart types vary by report section:

Chart Type Used In Purpose
Bar chartRevenue by period, service type breakdownCompare volumes across categories or time periods
Line chartReturn rate trend, shipment volume trendSpot trends and patterns over time
Pie chartReturn reasons, shipment status distributionShow proportional breakdowns

Charts support hover tooltips that display exact values. The date range picker at the top of each report controls the data window for all charts on that page.

Branch & Zone Profitability

Feature-Gated

Branch and zone profitability analysis requires the advanced_reports feature flag to be enabled. Contact your administrator or check Settings → Features to verify availability.

When enabled, the Financial Report includes additional profitability sections:

Access Control

Reports contain sensitive operational and financial data. Access is restricted to users with the reports.financial.view permission.

Role Access
AdminFull access to all report types
EmployeeNo access
CourierNo access
CustomerNo access

Users without the required permission who attempt to navigate to the reports page will be redirected to the access denied page. Permissions are configured in Settings → Roles.

Tips

Best Practices

  • Export the Financial Report monthly to track revenue trends and share with stakeholders.
  • Monitor the Returns Report weekly to catch rising return rates early and address root causes.
  • Use the Shipment Report filtered by status to identify shipments stuck in transit or pending pickup.
  • Compare branch profitability quarterly to inform resource allocation and expansion decisions.