Reports & exports
Read your numbers without a finance degree — and export them whenever you need them.
The dashboard rolls up the data you already entered: sales, profit, expenses, stock, and customer activity. Every list in Hamesh can also be exported.
Step by step
- 1
Open the dashboard
The first screen after login. It shows financial overview, suggested next features, and (if enabled) branch performance.
- 2
Filter by date or branch
Use the period filter and the branch scope to narrow the view to the slice you care about.
- 3
Export a list to CSV
On invoices, expenses, customers, products, and inventory pages, use the Export button to download a CSV you can open in Excel.
- 4
Share invoices/quotes as PDF
Open any invoice or quote, then download or share the PDF over WhatsApp directly from the document.
Helpful tips
Profit vs revenue
Revenue is what you charged. Profit is what's left after costs. Hamesh shows both — always look at profit.
Reconcile monthly
Export expenses and invoices monthly and reconcile against your bank statement. It catches missed entries early.
Keep reading
Ready to try it?
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