Reporting & PDF Templates

The Reporting module combines interactive operational data explorers with high-precision PDF document generation powered by the modern Typst layout engine.

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Reporting & Typst PDF Architecture

flowchart LR
    A[Operational Data] --> B[Data Hook Bindings]
    B --> C[Typst Document Template]
    C --> D[Live Real-Time Preview]
    D --> E[Export Pixel-Perfect PDF]

1. Interactive Reports Explorer

View, filter, sort, and aggregate live data across:

• Sales: Product sales velocity, customer rankings, margin analysis.
• Inventory: Stock valuation by warehouse, slow-moving items, stocktake variances.
• Finance: Monthly P&L, Balance Sheet, Aged Receivables & Payables.

2. Typst Document Engine

All printable documents (Quotes, Invoices, Pick Slips, Shipping Labels, Statements, Packing Lists, Purchase Debit Notes) use Typst templates. Typst offers high rendering speed, modern syntax, and pixel-perfect typographic control.

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Step-by-Step Workflows

1. Running an Operational Report

1. Go to Reporting → Reports (/reporting).
2. Select a report from the catalog (e.g. Sales Margin by Product).
3. Set your date filters and grouping parameters.
4. Click Run Report to view on screen or Export to CSV/Excel.

2. Customizing a PDF Template

1. Go to Reporting → Configuration (/reporting/config).
2. Click New Template (/reporting/config/new) or select an existing template to customize (e.g. Sales Invoice).
3. Edit the Typst markup (adjust company logo size, font family, footer legal notices).
4. The live preview pane renders changes in real time.
5. Click Save Template.

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Field Reference

Field	Description
Report Title	Name of the analytical report.
Template Key	Identifier for the Typst document (e.g. invoice_standard).
Export Formats	PDF, Excel, CSV.