BISMALLAH — Kistet Reports & Dashboards INSHA'ALLAH

This guide covers how to use reports and dashboards in DOBiz SmartERP for data-driven decision making at Kistet Engineering & Trading.

Dashboard Overview

Your Personal Dashboard

When you log in, you see your personalized dashboard with: - My Open Tasks — Tasks assigned to you - Pending Approvals — Documents waiting for your approval - My Timesheets — Recent time entries - Notifications — Updates and alerts - Favorites — Your most-used documents

Customizing Your Dashboard

1. Click Customize (gear icon)
2. Add, remove, or rearrange widgets
3. Save your custom layout
4. Reset to default if needed

Standard Reports

Where to Find Reports

1. Go to any module (e.g., Projects, Accounting, Buying)
2. Click on Reports in the sidebar
3. Select a report from the list

Project Reports

Report	Description	Who Should Use
Project Summary	Overall project health, budget, timeline	DGM, Tech Manager
Project Tasks	All tasks with status and assignments	Tech Manager, Supervisor
Project Timesheet Summary	Hours logged per project/employee	DGM, Finance
Project Costing	Actual costs vs. budget	COO, Finance Manager
Task Completion %	% of tasks completed per project	Tech Manager

Finance Reports

Report	Description	Who Should Use
Profit and Loss	Revenue vs. expenses for period	COO, Finance Manager
Balance Sheet	Financial position snapshot	COO, DGM
Accounts Receivable	What customers owe (aging)	Finance Manager
Accounts Payable	What we owe suppliers	Finance Manager
Cash Flow	Cash inflows and outflows	COO
General Ledger	All transactions detail	Finance
Trial Balance	Account balances	Finance
Sales Register	All sales invoices	Finance
Purchase Register	All purchase invoices	Finance

HR Reports

Report	Description	Who Should Use
Employee Attendance	Attendance records	HR/Admin
Leave Balance	Leave taken and remaining	All employees
Expense Claims	Submitted and approved expenses	Finance, Managers

Procurement Reports

Report	Description	Who Should Use
Material Request Summary	MRs by status	Tech Manager
Purchase Order Tracking	PO status and delivery	Finance, Tech
Supplier-Wise Purchase	Spending by supplier	Finance
Item-wise Purchase History	Purchase history by item	Tech Manager

Custom Reports

Creating a Custom Report

1. Go to DOBiz SmartERP > Reports > Custom Report
2. Click + Add Custom Report
3. Define:
4. Report Name
5. Reference DocType — Which data to report on
6. Columns — Which fields to show
7. Filters — Default filter values
8. Click Save
9. The report will appear in the Reports list

Example: Project Cost Summary Report

1. Reference: Project
2. Columns: Name, Status, Project Value, Total Costs, Profit Margin
3. Filters: Company = Kistet Engineering & Trading

Report Tools

Filtering Reports

• Use date ranges
• Filter by project, customer, supplier
• Save frequently used filters

Exporting Reports

All reports can be exported: 1. Click Export button (top-right) 2. Select format: - Excel (.xlsx) - CSV (.csv) - PDF (.pdf) 3. Download the file

Printing Reports

1. Click Print button
2. Preview the report
3. Adjust page settings if needed
4. Print or save as PDF

Key Performance Indicators (KPIs)

Project KPIs

KPI	Target	Who Monitors
Project Completion Rate	95%+ on time	DGM
Budget Variance	Less than 10% over budget	COO
Task Completion Rate	90%+ tasks on schedule	Tech Manager
Timesheet Submission	100% weekly	All

Financial KPIs

KPI	Target	Who Monitors
Accounts Receivable Days	Less than 45 days	COO
Expense vs. Budget	Within 5%	Finance Manager
Revenue per Project	Positive profit margin	COO
Cash Flow	Positive quarterly	COO

Operational KPIs

KPI	Target	Who Monitors
PO Cycle Time	15 days from MR to PO	Finance
Inventory Accuracy	98%+	Tech Manager
Equipment Downtime	Less than 2%	Field Engineers

Setting Up Automated Reports

Scheduled Report Emails

1. Open any saved report
2. Click Set Up Auto Email
3. Configure:
4. Send Every — Daily, Weekly, Monthly
5. Day of Week (if weekly)
6. Day of Month (if monthly)
7. Recipients — Email addresses
8. Click Save

Tips for Effective Reporting

• Know your numbers — Check reports weekly
• Use filters — Don't look at all data, focus on what matters
• Compare periods — Month-over-month, year-over-year
• Share reports — Use auto-email to keep team informed
• Drill down — Click on numbers to see underlying transactions
• Save templates — Save report configurations you use often