Documents available
130
PDF, Excel and print-ready business documents.
Reports
Ask a business question. Get a clear answer.
Reports are organised around what owners need to know, with export-ready detail available when finance teams need it.
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I will explain reports in plain language first, then let power users open the accounting detail behind the numbers.
Report categories
12
Owner, sales, stock, cash, finance and tax views.
Killer documents
9
Insight-led reports that explain what to do next.
Scheduled reports
Ready
Email-ready and download-ready foundation.
Fast document downloads
Preview, download or print the documents used every day.
Each export uses Solva Trade branding, tenant details, document context, generation date and a faint watermark.
Sales
Sales Receipt
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Sales
Tax Invoice
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Purchasing
Goods Received Note (GRN)
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Sales
Daily Sales Report
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Finance
Cashbook
Finance and accounting document with audit-ready references, balances, journals and approvals.
Finance
Payment Voucher
Finance and accounting document with audit-ready references, balances, journals and approvals.
Tax
VAT Report
Tax compliance document with taxable values, references, filing periods and evidence.
Customers
Customer Aging Report
Customer document with profile, credit, ageing, buying history and performance details.
Inventory
Inventory Valuation Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Executive
Business Health Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Executive
Profit Leakage Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Executive
Business Action Plan
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
How is the business doing?
Revenue, cash, profit, risks and the next actions an owner should care about.
Answer thisWho owes me money?
Customer balances, late payments and follow-up priorities in one place.
Answer thisWhat stock needs attention?
Low stock, expiry risk, valuation and movement reports.
Answer thisWhat tax work is due?
VAT, eTIMS, withholding and filing readiness.
Answer thisPinned for owners
Executive Dashboard
Business Health
VAT Return Preparation
Trial Balance
Send automatically
Daily report schedule
Weekly report schedule
Monthly report schedule
Quarterly report schedule
Document actions
Killer documents
These reports do more than list records. They explain business health, cash recovery, profit leakage, stock opportunities and next actions.
Business Health Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Morning Business Brief
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Profit Leakage Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Cash Recovery Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Inventory Opportunity Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Route Profitability Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Customer Intelligence Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Executive Board Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Business Action Plan
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Business Documents & Reports Centre
Every document is available in PDF, Excel and Print formats from its business area and this centre.
Sales
16 documentsQuotation
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Proforma Invoice
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Tax Invoice
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Simplified Invoice
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Credit Note
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Debit Note
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Sales Receipt
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Shown after submitting a sale or customer payment.
Delivery Note
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Dispatch Note
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Customer Statement
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Outstanding Balance Statement
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Sales Order
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Sales Return Note
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Sales Summary Report
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Daily Sales Report
Customer-facing sales document with item lines, taxes, totals, payment and delivery context.
Available inside Sales workflows and the document centre.
Purchasing
14 documentsPurchase Requisition
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Request for Quotation (RFQ)
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Supplier Quotation Comparison
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Purchase Order (PO)
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Goods Received Note (GRN)
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Shown below the goods-received workflow after stock is received.
Supplier Delivery Note
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Supplier Invoice Register
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Supplier Statement
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Purchase Return Note
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Outstanding Supplier Balance Statement
Supplier and stock-receiving document with purchase, approval, receipt and matching details.
Available inside Purchasing workflows and the document centre.
Purchase Source Profitability Report
Source-aware purchasing report showing direct supplier, local market, spot and emergency buying impact on margin.
Available from Purchasing reports and the document centre for owner price decisions.
Direct vs Local Purchase Price Report
Source-aware purchasing report showing direct supplier, local market, spot and emergency buying impact on margin.
Available from Purchasing reports and the document centre for owner price decisions.
Emergency Purchase Impact Report
Source-aware purchasing report showing direct supplier, local market, spot and emergency buying impact on margin.
Available from Purchasing reports and the document centre for owner price decisions.
Inventory
14 documentsStock Card
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Bin Card
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Stock Movement Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Stock Adjustment Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Stock Transfer Note
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Warehouse Transfer Note
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Physical Stock Count Sheet
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Stock Variance Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Damaged Stock Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Expired Stock Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Slow-Moving Stock Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Fast-Moving Stock Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Inventory Valuation Report
Inventory control document for quantities, warehouses, batches, movements and valuation.
Available from Inventory, product records, stock counts, transfers and the document centre.
Distribution
11 documentsDelivery Manifest
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Vehicle Loading Sheet
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Route Sheet
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Driver Dispatch Form
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Proof of Delivery (POD)
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Delivery Confirmation
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Return Goods Note
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Route Performance Report
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Driver Collection Summary
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Vehicle Stock Report
Route and delivery document for drivers, vehicle stock, proof, returns and collections.
Available from delivery runs, route sales, dispatch, reconciliation and the document centre.
Finance
15 documentsCashbook
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Petty Cash Report
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Payment Voucher
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Receipt Voucher
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Journal Voucher
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Bank Deposit Slip
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Bank Reconciliation Report
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Cash Flow Statement
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Income Statement (Profit & Loss)
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Balance Sheet
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Trial Balance
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
General Ledger
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Account Ledger
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Budget vs Actual Report
Finance and accounting document with audit-ready references, balances, journals and approvals.
Available from Cash & Bank, Accounting, Financials and the document centre.
Tax
7 documentsVAT Report
Tax compliance document with taxable values, references, filing periods and evidence.
Available from Tax workflows and the document centre.
VAT Purchase Schedule
Tax compliance document with taxable values, references, filing periods and evidence.
Available from Tax workflows and the document centre.
VAT Sales Schedule
Tax compliance document with taxable values, references, filing periods and evidence.
Available from Tax workflows and the document centre.
Withholding Tax Report
Tax compliance document with taxable values, references, filing periods and evidence.
Available from Tax workflows and the document centre.
Tax Summary
Tax compliance document with taxable values, references, filing periods and evidence.
Available from Tax workflows and the document centre.
eTIMS Submission Report
Tax compliance document with taxable values, references, filing periods and evidence.
Available from Tax workflows and the document centre.
Customers
7 documentsCustomer Profile
Customer document with profile, credit, ageing, buying history and performance details.
Available from customer profiles, Sales and the document centre.
Customer Credit Application
Customer document with profile, credit, ageing, buying history and performance details.
Available from customer profiles, Sales and the document centre.
Customer Aging Report
Customer document with profile, credit, ageing, buying history and performance details.
Available from customer profiles, Sales and the document centre.
Customer Transaction History
Customer document with profile, credit, ageing, buying history and performance details.
Available from customer profiles, Sales and the document centre.
Customer Purchase History
Customer document with profile, credit, ageing, buying history and performance details.
Available from customer profiles, Sales and the document centre.
Customer Loyalty Report
Customer document with profile, credit, ageing, buying history and performance details.
Available from customer profiles, Sales and the document centre.
Suppliers
5 documentsSupplier Profile
Supplier document with profile, purchasing, payment and performance details.
Available from supplier profiles, Purchasing and the document centre.
Supplier Performance Report
Supplier document with profile, purchasing, payment and performance details.
Available from supplier profiles, Purchasing and the document centre.
Supplier Purchase History
Supplier document with profile, purchasing, payment and performance details.
Available from supplier profiles, Purchasing and the document centre.
Supplier Aging Report
Supplier document with profile, purchasing, payment and performance details.
Available from supplier profiles, Purchasing and the document centre.
Executive
21 documentsExecutive Dashboard Pack
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Business Health Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Morning Business Brief
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
KPI Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Top Customers Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Top Products Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Least Performing Products
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Profitability by Product
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Profitability by Customer
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Branch Performance Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Salesperson Performance Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Driver Performance Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Warehouse Performance Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Cash Position Report
Insight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Profit Leakage Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Cash Recovery Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Inventory Opportunity Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Route Profitability Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Customer Intelligence Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Executive Board Report
Insight reportInsight-led report with KPIs, commentary, recommendations and management-ready presentation.
Pinned inside the Business Documents & Reports Centre and owner dashboard.
Operations
7 documentsDriver Handover Sheet
Daily operations document for drivers, vehicles, incidents and field accountability.
Available from Distribution, Operations and the document centre.
Driver Cash Declaration
Daily operations document for drivers, vehicles, incidents and field accountability.
Available from Distribution, Operations and the document centre.
Fuel Consumption Report
Daily operations document for drivers, vehicles, incidents and field accountability.
Available from Distribution, Operations and the document centre.
Vehicle Maintenance Log
Daily operations document for drivers, vehicles, incidents and field accountability.
Available from Distribution, Operations and the document centre.
Vehicle Inspection Checklist
Daily operations document for drivers, vehicles, incidents and field accountability.
Available from Distribution, Operations and the document centre.
Incident Report
Daily operations document for drivers, vehicles, incidents and field accountability.
Available from Distribution, Operations and the document centre.
Compliance
7 documentsAudit Trail Report
Audit and compliance document with user, approval, login and data-change evidence.
Available from Audit, Settings and the document centre.
User Activity Report
Audit and compliance document with user, approval, login and data-change evidence.
Available from Audit, Settings and the document centre.
Login History
Audit and compliance document with user, approval, login and data-change evidence.
Available from Audit, Settings and the document centre.
Approval History
Audit and compliance document with user, approval, login and data-change evidence.
Available from Audit, Settings and the document centre.
Inventory Adjustment Audit
Audit and compliance document with user, approval, login and data-change evidence.
Available from Audit, Settings and the document centre.
Financial Audit Report
Audit and compliance document with user, approval, login and data-change evidence.
Available from Audit, Settings and the document centre.
System
6 documentsSubscription Invoice
System and subscription document for billing, license, usage and setup records.
Available from Billing, Settings and the document centre.
Payment Receipt
System and subscription document for billing, license, usage and setup records.
Available from Billing, Settings and the document centre.
Renewal Notice
System and subscription document for billing, license, usage and setup records.
Available from Billing, Settings and the document centre.
Usage Report
System and subscription document for billing, license, usage and setup records.
Available from Billing, Settings and the document centre.
License Certificate
System and subscription document for billing, license, usage and setup records.
Available from Billing, Settings and the document centre.
Available areas
SalesPurchasingInventoryDistributionFinanceTaxCustomersSuppliersExecutiveOperationsComplianceSystem
Analytics catalogue
Power users can still access every report when they need the detailed view.
ExecutiveExecutive DashboardScreen, CSV, workbook and PDF-ready
ExecutiveBusiness HealthScreen, CSV, workbook and PDF-ready
ExecutiveMorning Brief ArchiveScreen, CSV, workbook and PDF-ready
ExecutiveKPI ReportScreen, CSV, workbook and PDF-ready
ExecutiveAlert ReportScreen, CSV, workbook and PDF-ready
ExecutiveTimeline ReportScreen, CSV, workbook and PDF-ready
ExecutiveRecommendation ReportScreen, CSV, workbook and PDF-ready
ExecutiveTrend ReportScreen, CSV, workbook and PDF-ready
ExecutiveBranch DashboardScreen, CSV, workbook and PDF-ready
ExecutiveExecutive PackScreen, CSV, workbook and PDF-ready
ExecutiveOperational DashboardScreen, CSV, workbook and PDF-ready
ExecutiveData Quality ReportScreen, CSV, workbook and PDF-ready
ExecutiveSystem Health ReportScreen, CSV, workbook and PDF-ready
FinancialProfit and Loss StatementScreen, CSV, workbook and PDF-ready
FinancialComparative Profit and LossScreen, CSV, workbook and PDF-ready
FinancialProfit and Loss versus BudgetScreen, CSV, workbook and PDF-ready
FinancialProfit and Loss by BranchScreen, CSV, workbook and PDF-ready
FinancialBalance SheetScreen, CSV, workbook and PDF-ready
FinancialComparative Balance SheetScreen, CSV, workbook and PDF-ready
FinancialCash Flow StatementScreen, CSV, workbook and PDF-ready
FinancialComparative Cash FlowScreen, CSV, workbook and PDF-ready
FinancialStatement of Changes in EquityScreen, CSV, workbook and PDF-ready
FinancialManagement Accounts PackScreen, CSV, workbook and PDF-ready
FinancialFinancial SummaryScreen, CSV, workbook and PDF-ready