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YepstaYepsta Help Centre

Use the Report Centre

Report Centre is a permission-aware directory for operational reporting. It opens the underlying source workspace; it does not copy every report into one combined dashboard.

Find a report

Section titled “Find a report”
Open the right reporting workspace
  1. Open Reports → Report Centre.
  2. Search by report name or business term, or choose a category such as Sales, GST, Payments, Appointments, Customers, Inventory, Purchases, Suppliers, Accounting/Ledger or Team.
  3. Review the card’s purpose, primary filter and available export badges.
  4. Select Open Report.
  5. Apply the date, location, staff, customer, status, supplier or grouping filters provided by that report.

The directory can include these active destinations when your access permits them:

Reporting area Data and common filters Export shown in Report Centre
Business Analytics QR scans, ratings, Google routing and conversion by period/location None
GST Reports GST summary, sales register, HSN, place of supply, filing checks and ITC; date/location/FY XLSX
Purchase ITC Review Supplier-bill eligibility, GSTR-2B status and claim periods None
Invoice Ledger Invoice status, outstanding balances and collections None
Outstanding Receivables & Payables Customer and supplier ageing by location None
Daily Closing Report Cash, bank, collections, expenses and ledger movements for one date/account None
Income vs Expense Summary Income, expenses, net movement and grouped trends None
Supplier Payables Due Due, overdue, paid and cancelled supplier bills None
Supplier Ledger Bills, payments, debit notes, running balance and ITC markers None
Inventory Snapshot Stock, low/out-of-stock items and inventory value by permitted location/category CSV
Purchase Register Purchase entries, supplier bills, status and amounts due None
Customer Directory Export Customer source, visits and spend with search/segment context CSV
Appointment Register Appointment status, staff, service, customer and date/calendar context None
Loyalty Analytics Coupons, claims, points, wallet use and store credit by period None
Staff Performance Service-line activity, revenue, commission and exceptions by date/location/staff/status None
Payroll Reports Payroll runs, statements, payslips, adjustments and status by period/location CSV and PDF

An export badge describes support in that destination, not a universal Report Centre download button.

Why totals can differ

Section titled “Why totals can differ”

Reports use the operational records and filters behind their destination. Differences commonly come from:

  • a different date field, financial year or location scope;
  • draft, cancelled, unpaid, no-show or incomplete records being included or excluded;
  • invoice status differing from payment status;
  • appointment totals using assigned service lines while older records use legacy appointment attribution;
  • a transaction being corrected after another report was opened;
  • tax, staff, service or customer data missing from the source record.

Reconcile safely

Section titled “Reconcile safely”
  1. Match the date range, location and status filters.
  2. Open the underlying appointment, invoice, payment, stock movement, purchase or payroll line.
  3. Confirm the record’s effective date and current status.
  4. Correct the operational source through its supported workflow.
  5. Reopen or refresh the report and document any remaining difference.

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