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Report Builder

Create custom reports and dashboards to analyze your VAT data. Generate detailed reports, filter by various criteria, and export data in multiple formats for analysis and compliance.

15 min read

Introduction

The Report Builder in bVAT allows you to create custom reports from your VAT data. Whether you need to analyze purchases, review sales, or prepare compliance documentation, the report builder provides flexible options to generate the insights you need.

Reports can be generated for specific periods, custom date ranges, or filtered by various criteria such as vendor, location, or purchase class. All reports can be exported in multiple formats for further analysis or record-keeping.

Available Report Types

Input VAT Entries
All input VAT entries for the selected period
Input VAT

Use case: View all purchases and expenses with VAT for a period

Domestic Input VAT
Domestic input VAT entries only
Input VAT

Use case: Analyze domestic purchases and their VAT implications

Import Input VAT
Import input VAT entries only
Input VAT

Use case: Track VAT on imported goods and services

Capital Input VAT
Capital input VAT entries only
Input VAT

Use case: Review VAT on capital purchases and investments

Operating Input VAT
Operating input VAT entries only
Input VAT

Use case: Analyze VAT on day-to-day operating expenses

Output VAT for Period
Output VAT summary for the selected period
Output VAT

Use case: View VAT collected on sales for a specific period

Output VAT for Date Range
Output VAT summary for custom date range
Output VAT

Use case: Analyze VAT collected over a custom time period

Step-by-Step Instructions

Complete Guide to Building Reports
Follow these steps to create custom reports from your VAT data

1Navigate to Reports

  • From the main dashboard, click on "Reports" in the navigation menu
  • You'll see tabs for Summary, Custom Reports, and Export
  • Click on the "Custom Reports" tab to access the report builder

2Select Report Type

  • Choose the type of report you want to generate
  • Available report types include:
  • • Input VAT reports (all, domestic, import, capital, operating)
  • • Output VAT reports (by period or date range)
  • Each report type shows a description of what it includes

3Configure Report Parameters

  • Select a period from the dropdown (for period-based reports)
  • Or choose "Custom Date Range" to specify start and end dates
  • For date range reports, select both start and end dates
  • The system will show available periods based on your data

4Generate the Report

  • Click "Generate Report" to create the report
  • The system will fetch and process the data
  • Report generation may take a few moments for large datasets
  • Once ready, the report will display in a dialog or new section

5Review Report Data

  • Review the generated report data
  • Reports typically include:
  • • Summary totals and statistics
  • • Detailed entry listings
  • • Vendor or customer breakdowns (where applicable)
  • • Date ranges and period information

6Export or Save Report

  • Export the report in your preferred format (CSV, PDF, Excel)
  • Save the report for future reference
  • Share the report with team members if needed
  • Use the report data for analysis or compliance purposes

Report Features

Flexible Filtering

Filter reports by period, date range, vendor, location, or purchase class. Create reports tailored to your specific needs.

Multiple Formats

Export reports in CSV, PDF, or Excel formats. Choose the format that works best for your workflow.

Detailed Breakdowns

Get detailed breakdowns by vendor, location, purchase class, and more. Understand your VAT data at a granular level.

Summary Statistics

View summary statistics including totals, averages, and counts. Quickly understand key metrics from your data.

Tips & Best Practices

Report Selection
  • Choose the report type that best matches your analysis needs
  • Use period-based reports for regular monthly or quarterly analysis
  • Use date range reports for custom time periods or year-to-date analysis
  • Consider generating multiple report types for comprehensive analysis
Data Analysis
  • Review vendor summaries to identify major suppliers
  • Analyze purchase locations to understand geographic distribution
  • Use capital vs operating reports to track different expense types
  • Compare periods to identify trends and patterns
Export and Sharing
  • Export reports regularly for your records
  • Use CSV format for further analysis in spreadsheet applications
  • Use PDF format for official documentation and sharing
  • Keep exported reports organized by period or date range

Common Issues & Troubleshooting

No data appears in the report

Check that you have VAT entries for the selected period or date range. Verify that entry dates fall within your selected range.

The report shows incorrect totals

Ensure all VAT entries for the period are entered and accurate. Check that entry dates are correct. Review any filters you've applied.

I can't select a custom date range

Make sure you've selected a report type that supports date ranges (like "Output VAT for Date Range"). Some reports are period-based only.

Report generation is slow

Large datasets may take longer to process. Try narrowing your date range or using period-based reports. Contact support if issues persist.

Export function doesn't work

Check your browser settings and ensure pop-ups are allowed. Try a different export format. Contact support if the issue continues.

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Export Options

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