Reports & analytics
The assistant can run your existing iVendNext reports and explain the results. This is the recommended path for any business question.
Your iVendNext site includes a large library of pre-built business reports across accounting, sales, stock, manufacturing, and more. The assistant can discover them, understand what filters each one needs, run it, and summarise the result. It follows a reliable three-step approach.
The three-step report workflow
Discover. The assistant lists the available reports, optionally narrowing to an area such as Accounts or Selling.
Understand requirements. Before running a report, the assistant checks which filters are mandatory and which values are valid, so it does not run a report with the wrong inputs.
Run. The assistant runs the report with the correct filters and returns the data, totals, and calculations.
What the assistant can run
| Report style | Supported | Notes |
|---|---|---|
| Standard analytical reports | Yes | The most powerful reports, with built-in calculations and totals. Most have a few required filters. |
| Query-based reports | Yes | Supported; may require a company or date filter. |
| Simple list-style reports | No | Basic list views without business logic are not run through the report tools. Use a list request or a standard report instead. |
Output formats
Reports can be returned as on-screen data for the assistant to summarise, or exported as a spreadsheet file when the user wants the raw numbers.
Common reports by area
| Area | Frequently used reports |
|---|---|
| Accounts | Profit and Loss, Balance Sheet, Accounts Receivable Summary, General Ledger, Trial Balance |
| Selling | Sales Register, Sales Analytics, Sales Order Analysis, Customer Acquisition and Loyalty, Item-wise Sales History |
| Stock | Stock Balance, Stock Ledger, Stock Ageing, Warehouse-wise Stock Balance |
| HR | Employee Information, Attendance, Monthly Attendance Sheet |
Business rules behind reports
Filters matter. An empty result almost always means the filters were wrong, not that there is no data. The assistant re-checks the report's requirements and tries again with explicit filters.
Dates use a clear format. Dates are given as year-month-day.
Company and exact names. Many reports need an exact company name. The assistant looks up the precise name first.
Permissions apply. A user can only run a report they are allowed to see.
Large reports are handled patiently. Heavy reports run in the background. The assistant waits for the result, up to a sensible cap, and reuses a completed result if the same report was run with the same filters.
Calculation logic
The assistant does not invent numbers. When you ask for revenue, margins, ageing, or stock value, it runs the corresponding iVendNext report, which applies your configured accounting and stock logic. The totals you see are the system's totals, produced the same way they would be if you ran the report by hand.