Search/Filter and Reports

Aatral ERP provides customised search and filter facilities in all modules to search and filter the required information based on many criteria and generate the following reports for your company’s various needs.

Team Reports

Customer Reports

Product Reports

Supplier Reports

Purchase reports

Purchase [PO/ Bills /Bills payment]

HR Reports

Agent Reports – Leave Reports – Attendance Reports – Payroll report

Import Reports

Import Reports [Customer/ Leads/Bank transaction] – Export Reports [Accounts]

Quotation reports

Various stages [Draft/ Negotiation / On hold / Confirmed /Delivered/ Closed Lost

Leads Reports

  • Companies/ Products/ Lead owner/ Industry type/ Lead status / Mail sent ]

  • Industry type – Category type

  • Lead date /Lead source/ Lead stage /Lead Status

  • Lead by City /Country

  • Mail templates – Mail status

Invoice Reports

  • Invoice Reports – Deal Type [Sales/AMC/Service/Others]

  • Invoice Reports – Paid Status [Not paid/ Partially paid/ Fully paid/All]
  • Invoice Reports – GST [Month /Year/ Invoice number/ Invoice date]
  • Invoice Reports [Customer name/ Product name/Create by]
  • Invoice Reminder Reports

Payment Reports

  • Payments – Deal Type [Sale/ AMC/Service/ Others]
  • Payments – [Product type / Customer /Create by]
  • Payment [Payment Date /Reference No/Subject]
  • Payment – Mode of payment [Online /Cheque /DD/Cash]
  • Installation Reports
  • Delivery challan Reports

AMC Reports

  • AMC Payment Reports [ by Customer/ Date/ Paid Date/ Payment mode]
  • AMC Reminder Reports [ Going to Expire/Expired/ Expires in next 7 days / 15 days/ 30 days..etc}
  • Ticket Reports [ by Agents/ Customer/Create Date/ Due Date]
  • Ticket Reports [ Create by/Reporting to / Assigned to/Create Date/ Due Date]
  • Ticket Reports [ Priority/ Status]
  • Ticket Reports [ Category/ Warranty / AMC / Service Call
  • Service Reports/Call Reports
  • Delivery Challan

Accounts Reports

  • Accounts Reports [ Income / Expenditure]
  • Accounts Reports [ Income by category / Expenditure by category/ by Agents]
  • Accounts – Mode of Payment by [Online / Cheque /DD /Cash]
  • Accounts Report: Staff Expense Ledge Reports
  • Bank Statement Reports
  • Income on various heads
  • Expenditure on various heads

Frequently Asked Questions

Frequently Asked Questions

Some of the important reports that can be generated are: products, stock reports, customers, vendors, quotations, invoices, bills, accounts, agents, salaries, attendance, leads, institutes, tickets, services, and call reports

Select the desired module, such as product, quotation, invoice, accounts, lead, institute, etc., and click it. You will be taken to the Search and Filter screen, where you can enter your search criteria and click the Submit button. The records that meet the criteria will be retrieved and displayed on the screen. You can press the “Export” button at the bottom left to generate the report

Terms of Service, Data Security & Privacy Policy

Terms of Service

Our service is based on subscriptions only. We make all our efforts to provide service only during the subscription period. You cannot transfer the right to use the software to other parties. You are requested to agree to our terms of service and follow the copyright and fair use practises applicable to software services.

Jurisdiction

Any issues or disputes arising out of using our services can be settled only mutually or by the courts in Chennai.

Data Security

We make efforts to protect our customers’ data. However, customers are requested to back up their data periodically to avoid any eventuality. We also take all possible steps to protect the privacy of our customers’ data. We collect only the information needed to communicate with our customers. We will not collect any secure information meant for financial transactions. Avoid phishing and sharing sensitive information. Avoid fake emails, phone calls, SMSes, and WhatsApp communications. Use strong passwords and periodically change them. Give access to various modules only to the right staff members performing different tasks.