Analytics reports for Wholesaler Users.
Introduction
Lentune Analytics is powered by Microsoft Power BI (Business Intelligence). It is a tool to help you visualize and explore your data. We have embedded Power BI into Lentune to bring you visual reporting to empower you to make better business decisions.
We have designed several pre-built templates for you to surface your Lentune data in a variety of ways.
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TIP: Each report is dynamic so you can filter and click into the report for each section to view more granular information. |
The Analytics reports are found on the General Ledger module in the Reports standard section.
Please contact us at support@lentune.com if you have any queries.
Exporting Data
You can view your data on screen, or export blocks of data to excel from the on-screen report.
To do this:
- Hover your mouse at the top right of the data block you would like to export. You will see two icons. The three lines icon allows you to select filters. The three dots icon gets you to the export option.
- Click the ellipsis (three dots) and a little menu appears.
Note: The options that pop up will vary according to where you are on the screen.
- Select Export data.
Next you have options on how the export will be formatted. The options available will depend on what data you have selected.
- Click Export.
Your xlsx file will be created.
Financial Reports
These are the reports available for you:
Sales and Client Insights
- Sales Summary
- Branch Sales Analysis
- Staff Sales Analysis
Supplier and Inventory
- Purchase Summary
- Stock Valuation
Profit and Loss Reports
- Company P & L vs Last Year
- Company P & L vs Budget
- Company Monthly P & L
- Multi Companies P & L
Balance Sheet Reports
- Company Balance Sheet
- Monthly Company Balance Sheet
- Multi Companies Balance Sheet
Trial Balance
- Company Trial Balance
- Company Trial Balance with Last Year Values
Chart of Accounts
- Chart of Accounts
Branch Reports
- Branch P & L vs Last Year
- Branch P & L vs Budget
- Branch Monthly P & L
- Multi Branch P & L
- Branch Balance Sheet
- Monthly Branch Balance Sheet
- Multi Branch Balance Sheet
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