Finance
Smart Reports
The reports you keep rebuilding by hand, already built.
Smart Reports pulls attendance, payroll, invoicing, sales, stock and project data into a set of ready-made reports, each with filters that match how that part of the business is actually organised. Figures update in real time from the data already in GetBizApps, so a report is a view of the current position rather than an export someone assembled last week.
Inside Smart Reports
What you get when you switch it on.
Attendance summary
Presence, absence, leave status, working hours and overtime in one report, filterable by branch and department so a large workforce stays readable.
Leave report
Approved, pending and rejected leave requests together, so the outstanding decisions and the agreed absences are visible in the same place.
Payroll sheet
Salary, deductions and net pay per employee, filterable by branch and department for checking a run before it goes out.
Sales invoice report
Customer bills, payments received and outstanding balances, filtered by customer, warehouse or month — the view that tells you what is still owed.
Purchase invoice report
Supplier bills, amounts paid and pending dues, filtered by vendor, warehouse or month, so upcoming obligations are not a surprise.
Deal pipeline report
Won, lost and ongoing deals with their values, progress and win rates, filterable by pipeline, stage or deal status.
Product stock report
Available stock, quantity and value by product, with out-of-stock items highlighted automatically and filters for category and warehouse.
Project progress report
Task completion, milestones and budget tracking with a project health status, plus indicators for budget overspending risk, filtered by date, status or project.
Inside the screens
What Smart Reports looks like day to day.
Placeholder imageWhere it earns its place
What teams switch Smart Reports on for.
01
Month-end without the spreadsheet scramble
Invoice, payroll and attendance figures come from one set of reports instead of several exports stitched together by hand.
02
Spotting stock gaps early
Out-of-stock products are highlighted automatically in the stock report, so a shortage is visible before an order cannot be filled.
03
Keeping projects honest
Task completion, milestones and budget tracking sit in one report with a health status, so a project drifting off plan shows up while there is still time.
Features
Everything in Smart Reports.
- Attendance summary with hours and overtime
- Leave report across approved, pending and rejected
- Payroll sheet with salary, deductions and net pay
- Sales invoice report with outstanding balances
- Purchase invoice report with pending dues
- Deal pipeline report with win rates
- Product stock report with value and quantity
- Project progress report with health status
- Branch and department filters
- Customer, vendor, warehouse and month filters
- Automatic out-of-stock highlighting
- Budget overspending risk indicators
How add-ons work
Smart Reports is not a separate app.
It runs inside GetBizApps Suite, on the same data, behind the same login.
01
Switch it on
Enable the add-on from your workspace. It appears alongside everything else already running — no separate install, no second login.
02
It shares your data
The add-on reads and writes the same customers, staff and records as the rest of the Suite, so nothing has to be re-keyed or synced.
03
Your roles still apply
Existing permissions carry across. Decide which teams see the add-on, and what they are allowed to do inside it.
04
Your price adjusts
It joins your subscription as one more enabled add-on, and comes off again if you turn it back off.
See what Smart Reports costs alongside the rest of your setup.
Build your priceWhat teams say
Why teams run on GetBizApps Suite.
These are customers talking about the Suite as a whole rather than the Smart Reports add-on specifically — every add-on runs on the same platform they are describing.
GBA Suites has made our monthly operations much easier. Recurring invoices, expense tracking and payment reminders alone have saved our accounts team several hours every week.
Didn’t expect one business suite to replace our CRM + HR + project tracker + invoicing setup. GBA Suites is surprisingly flexible once you start adding the modules you actually need.
We added the Support Ticket module after using GBA Suites for sales and invoicing. Having customer issues linked back to the same business data has made support much easier to manage.
Where it is used
Often switched on together
More in Finance
Recurring Invoices & Bills
Bill on a schedule without raising the same document twice.
ViewCommission
Commission worked out as the invoice is posted, not at month end.
ViewE-Invoicing (Europe)
Structured XML invoices to the European standard, generated in one click.
ViewRetainer
Agree the work, take the money up front, draw it down line by line.
ViewPetty Cash Management
Know what is in the cash box, and who spent the rest.
ViewFinancial Goal
Set a target, and watch the contributions close the gap.
ViewFAQ
Smart Reports questions.
What people ask before switching this one on.
It covers attendance summary, leave, payroll sheet, sales invoice, purchase invoice, deal pipeline, product stock and project progress. Between them they span the HR, finance, sales, inventory and project sides of the business, each drawing on the data already held in GetBizApps.
Yes, and the filters differ by report. Attendance and payroll filter by branch and department, invoice reports by customer, vendor, warehouse or month, pipeline reports by pipeline, stage or deal status, stock by product category or warehouse, and project reports by date, status or project.
Yes. Smart Reports tracks in real time from centralised data rather than from a periodic export, so opening a report shows the current position rather than the position as at the last time someone compiled it.
To an extent. Out-of-stock products are highlighted automatically in the stock report, and project reports carry budget overspending risk indicators and a project health status, so some issues surface without you having to go looking for them.
Smart Reports is a reporting add-on for GetBizApps Suite that provides ready-made reports across attendance, leave, payroll, sales and purchase invoices, deal pipelines, product stock and project progress. Each report has its own filters — branch and department, customer or vendor, warehouse or month, pipeline or stage, product category, date or project — and draws on live data, so the numbers reflect the current position without manual compilation. It is available at https://getbizapps.com/addons/smart-reports.
Smart Reports is billed as one of the add-ons in your GetBizApps Suite subscription. Your total is built from the add-ons you switch on, your number of users and the duration you commit to, in USD or INR. You can model it on the pricing page at https://getbizapps.com/pricing.
Smart Reports runs inside GetBizApps Suite, so you need the Suite itself. There is no separate installation or login — enable the add-on and it appears alongside everything else you are already running, on the same data and the same permissions.
Yes. Add-ons can be switched on and off as your needs change, and your subscription adjusts to match what is currently enabled.
See Smart Reports on your own data.
Book a walkthrough and we will show you this add-on in context, alongside the others your business would actually use.