How to view Daily Summary Report print, export, or analyze in SwilERP Software

Daily Summary Reports

How to view Daily Summary Report in SwilERP (RetailGraph)


What is Daily Summary Report?

The Daily Summary report in SwilERP offers a concise overview of software-related transactions occurring at your business daily. Users can customize the report based on specific requirements, benefiting from a single report that summarizes all relevant data. This report provides detailed insights for the selected time period, streamlining data analysis.

Start with Login in SwilERP dashboard to initiate the process

  1. Go to Reports Section> Daily Summary Report.

Process to view Daily Summary Report

A new window of the Daily Summary Report will appear in the next slide. In this, you can set parameters accordingly and then view the reports. Follow the below-given steps to view the report:
  1. First, select the Date Range in between you want to view the report.

  2. Select the Parameters to view the information accordingly. (To know more information related to the parameters, go through the below-given process)

  3. You can also select the Location from the Drop-down list.

  4. You can also  Filter the Series and Location as per your Requirements.

  5. Click on the View tab.
Reference image:



How to Set Parameters to view the report

Click on the parameters tab, there you'll see sale/purchase/detail/parameters options . You can select the options to view the daily summary report.

The list of options are below:
  1. Sales bills having excess discount >= 
  2. Sales bills having different rates 
  3. Sales bills having other adjustment
  4. Sales bills having different scheme
  5. Sales bills having discount/scheme (not in master)
  6. Sales bills having zero rate
  7. Sales bills having sale rate < net rate
  8. Pending sales challan
  9. Daily sales report
  10. Daily entry summary
  11. Station wise sales
  12. Refer by wise sales
  13. Company wise sale/ purchase stock
  14. Show nil stock
  15. Self expired
  16. Purchase bill having wrong calculation - Diff. Amt
  17. Purchase bill having new rates
  18. Purchase bill having wrong scheme
  19. Purchase bill without bill amount
  20. Pending purchase challan
  21. Due purchase invoice
  22. Edited/ Deleted transaction details
  23. Hold batch info
  24. Unprinted sale bill
  25. Shortage/ Surplus
  26. Short item details
  27. Daily collection/ Payment/ cash & bank balances
  28. Stock valuation type
  29. Filters on cash paid, bank withdrawal, cash a/c, marketing company, cash receipt, bank deposit, bank a/c
  30. Cash receipt >=
  31. Cash payment >=
Users can Tick-Mark on the option, which detail they want to view in the report.

Some of examples are given below:

Screen 1:
  1. You tick-mark on the Sales bills having excess discount >=  2
  2. Sales bills having different rates
  3. Sales bills having other adjustment
  4. Refer by wise sales and press OK
  5. Click on the View option
  6. After that you can view these details in the report accordingly.
Below-given image for your reference:



Screen 2:
  1. You tick-mark on the Purchase bill having wrong calculation - Diff. Amt = 200
  2. Pending purchase challan
  3. Edited/ Deleted transaction details
  4. Daily collection/ Payment/ cash & bank balances and press OK.
  5. Click on the  View  option.
  6. After that you can view these details in the report accordingly.
Reference image:



Screen 3:  
  1. You tick-mark on the Show nil stock    
  2. Due purchase invoice  
  3. Stock valuation on sales rate and press OK.
  4. Click on the View option.
  5. After that you can view these details in the report accordingly.
Reference image: 







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