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Reports & Dashboard

Revenue, VAT, overdue alerts, and FTA-ready reports.

The Dashboard and Reports in GRX give you a real-time view of revenue, expenses, VAT, jobs, and invoices—and let you generate FTA-ready reports for audit and compliance.

What you can do

  • View the dashboard — See at a glance: total revenue, total expenses, net position, and pending (unpaid) amounts for the selected period. View counts for jobs, customers, invoices, and overdue items.
  • Select period — Choose date range (e.g. This month, Last month, or custom) so all dashboard metrics and many reports use the same period.
  • VAT summary and registers — Generate VAT Summary (output VAT, input VAT, net VAT payable) and VAT Sales Register and VAT Purchase Register for the period. Use these for VAT returns and FTA audits.
  • Financial reports — Run reports for revenue, profit & loss, payment mix, and other financial metrics as configured in your plan.
  • Overdue jobs and ageing invoices — Dashboard and reports highlight overdue jobs and ageing receivables so you can follow up and improve cash flow.
  • Export reports — Export or print reports for your records and for your accountant or auditor.

Workflow: Daily check using the dashboard

  1. Open the dashboard — From Home or Dashboard, view the default period (e.g. This month).
  2. Review revenue and pending — Check total revenue and pending amount. If pending is high, use the link to open the invoice list and follow up on unpaid invoices.
  3. Review overdue — Check overdue jobs and overdue invoices. Take action (chase payment, update job status, or reschedule) as needed.
  4. Review documents expiring — If HR/document expiry is configured, check the section for visas, insurance, or Emirates ID expiring soon and arrange renewals.

Workflow: VAT return and audit

  1. Set report period — Match the period to your VAT return (e.g. quarter or month).
  2. Generate VAT Summary — Run the VAT Summary report. Review output VAT, input VAT, and net VAT payable against your records.
  3. Generate VAT Sales and Purchase Registers — Run the VAT Sales Register and VAT Purchase Register. Use them to reconcile with invoices and purchase records and to support FTA audits.
  4. Export and archive — Export or print the reports and keep them with your VAT return and supporting documents.

Best practices for UAE workshops

Review the dashboard regularly so you spot cash flow and overdue issues early. Run VAT reports for the exact period of your return and keep them in a consistent location. Use the same period across dashboard and key reports so numbers are comparable.