Reports in NShine ERP
You will know which report answers which question, where it sits on the Reports screen, and how the filters, print and Excel buttons work the same way on every one of them.
The Reports screen is one list, split into three groups. Transport reports read bookings, vehicles, drivers, fuel and stock. Finance reports read the ledgers that invoices, payments, expenses and vouchers post to. Published custom reports are reports built in the custom report builder and saved for everyone to use.
Every report is built from the entries you already made. Nothing is typed into a report; if a figure looks wrong, the fix is on the booking, invoice, payment or voucher behind it, and the report updates the next time you open it.
The three groups
Group | Reports | Reads from |
|---|---|---|
Transport | Vehicle Statement, Driver Statement, Vehicle Profit/Loss, All Vehicle Profit/Loss, Vehicle Maintenance Statement, All Vehicles Fuel Efficiency, Vehicle Travel Log, Driver Run Sheet, Stock Report | Bookings, Add Amounts, Fuel Tracking, Vehicle Maintenance, Employee Payments, Inventory |
Finance | Single Customer Statement, Customers Balance Statement, Single Supplier Statement, Suppliers Balance Statement, Single Employee Statement, Employees Balance Statement, Day Book, Cash Book, Bank Book, UAE VAT 201, Ledger Report, Trial Balance, Profit & Loss, Balance Sheet, Cash flow | Customer, supplier and employee ledgers, Bank & Cash, Expenses, Journal Vouchers, Chart Of Accounts |
Published custom reports | Customer TAX Report, Supplier TAX Report, Payables TDS Report, Receivables TDS Report, Customer Invoice Aging Report, Supplier Invoice Aging Report, plus any report your team saves in the builder | The data source chosen when the report was built |
Filters that work the same everywhere
- Select Range sets the period: Current Month, This Financial Year or a custom from and to date. Statements and books start from the opening balance of the period you choose.
- Vehicle narrows a transport report to one vehicle; own and market vehicles both appear.
- Customer (or supplier or employee, depending on the report) picks the party for a single statement.
- The financial year used by This Financial Year comes from Settings › Financial Year, so check which year is set active before you compare periods.
Print and Excel
Each report has a print button and an Excel button. Print gives a clean sheet with your company name and logo from Settings › Company; Excel gives the same rows and columns as a spreadsheet, filtered the way the screen is filtered. Lists such as Bookings, Fuel Tracking and the tabs on a vehicle profile have their own Excel button too, so a grid export is often quicker than a report when you only want the raw rows.
When to use a built-in report and when to build one
- Use a Transport or Finance report when you need the standard shape: a statement, a book or a profit and loss for a vehicle.
- Use a Published custom report when the question is about specific columns, for example tax by customer or receivables ageing.
- Build your own in the custom report builder when no shipped report has the columns you want. It then appears under Published custom reports for the whole team.
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.