Which ERP report is most important?

For most businesses, receivables ageing and sales by item are the first two to review regularly. Your own priorities may differ.

Can reports be exported?

NexoraERP reports can be exported for sharing, and dashboards can be built for the numbers you review most.

How often should I review ERP reports?

Weekly for sales, receivables and cash; monthly for margin, stock ageing and payroll cost is a common rhythm.

ERP Reports and KPIs Every Owner and Manager Should Track

ERP stores the data; value comes from a short list of reports reviewed on a fixed rhythm. More reports are not better reports.

A starter set

Report	Question it answers	Review
Sales by item, customer, salesperson	What sells and who sells it?	Weekly
Gross margin by item	Are we making money on what we sell?	Monthly
Stock ageing and fast/slow movers	What is tied up in stock?	Monthly
Receivables ageing	Who owes us and for how long?	Weekly
Payables due	What must we pay and when?	Weekly
Cash and bank position	Can we meet this month's commitments?	Weekly
Payroll cost versus sales	Is staff cost in line?	Monthly

Set the rhythm

Owner: weekly 30-minute review of sales, receivables, cash.
Department heads: daily or weekly operational reports.
Month-end: margin, stock and payroll review.

Avoid report overload

If nobody acts on a report, remove it. Each KPI should have an owner and a threshold that triggers action, such as overdue receivables above a set percentage of sales.