Annual Report
The Annual Report in Batuly gives you a big-picture summary of your business’s performance over the past year. Whether you're preparing for tax season, stakeholder reviews, or strategic planning, this report brings all your key metrics together in one clear, powerful dashboard.
Overview
Batuly’s Annual Report provides a comprehensive snapshot of your operations, covering:
- Sales & Purchase trends
- Profit and loss summary
- Top-performing products and customers
- Outstanding dues
- Tax totals and payment summaries
This report is automatically generated and updated in real time throughout the year—no manual compilation needed.
1. Filter Options
- Year Selector: Choose any fiscal or calendar year.
2. Annual Report Summary Cards
Displayed at the top of the page for instant insights:
- Total Sales
- Total Purchases
- Gross Profit / Net Profit
- Total Expenses / Discounts
- Total Returns (Sales & Purchase)
- Opening & Closing Stock Value
- Outstanding Customer Due
- Outstanding Supplier Payable
- Collected Taxes
3. Detailed Table Sections
a. Sales Overview
| Month | Total Sales | Sales Return | Discounts | Net Sales | Tax Collected |
|---|---|---|---|---|---|
| Jan | 2,50,000 | 15,000 | 10,000 | 2,25,000 | 25,000 |
| ... | ... | ... | ... | ... | ... |
b. Purchase Overview
| Month | Total Purchase | Purchase Return | Expenses | Net Purchase | Tax Paid |
|---|---|---|---|---|---|
| Jan | 1,80,000 | 10,000 | 5,000 | 1,65,000 | 18,000 |
c. Profit Summary
- Gross Profit: (Sales - Cost of Goods Sold)
- Net Profit: Gross Profit - Expenses - Returns - Discounts
d. Top 5 Customers
| Customer Name | Total Purchase | Due Amount |
|---|---|---|
| Ramesh Traders | 1,20,000 | 10,000 |
e. Top 5 Products
| Product Name | Units Sold | Total Revenue |
|---|---|---|
| Product A | 150 | 75,000 |
f. Tax Summary
| Tax Type | Total Collected | Total Paid |
|---|---|---|
| VAT | 1,25,000 | 80,000 |
| Service | 35,000 | 20,000 |
4. Actions
- Download full report as PDF
- Export raw data to Excel
- Share directly via link or email
- Use for tax filing, year-end reviews, or business performance planning
Why Annual Report Matters
- One view to understand your entire year
- Simplifies tax season and financial analysis
- Supports investor or stakeholder reporting
- Highlights growth opportunities and areas of concern
With Batuly, tracking your annual performance is no longer a year-end scramble, it’s always ready, always insightful.