Reports - introduction

An orientation guide to the Mosce ERP reports module: which categories exist, which business question each report answers, and how to access them.

The Mosce ERP reports module is organized into three categories - Operational, Financial and Compliance - each designed to answer a distinct set of business questions. This article helps you quickly find the right report for each situation.

Reading time: ~5 min

When to use this

It is your first time using the reports section and you want to understand what is available.
You have a specific business question and you do not know which report to consult.
You want to understand how the different reports relate to one another.

Before you start

You need the reports:read permission to access the reports section.
Some reports show information from modules that must be active in your plan (for example, POS or Inventory). If a report does not appear in your menu, check that the corresponding module is enabled under Settings → Modules.
Report exports (CSV or PDF downloads) consume your monthly export quota. See Usage limits by plan for more information.

Operational reports answer day-to-day questions: how much did I sell? who did I buy the most from? which products do I have in stock? These are the most frequently used reports for the everyday management of the business.

Report	Question it answers
Sales	How much revenue did I make, what was my cost, and what is my gross margin by period, product or customer?
Purchases	How much do my purchases add up to by period or by supplier?
Inventory	How much is my inventory worth right now, and which movements occurred during the period?
POS	How much did each session, register or cashier sell at the point of sale?
Rankings	What are my 10 best-selling products and my 10 best customers?

Financial

Financial reports are geared toward accounting and period close. They require the Accounting module to be active.

Report	Question it answers
Balance sheet	What is the value of my assets, liabilities and equity as of a given date?
Income statement	How much did I earn or lose over a period?
Trial balance	Are the debits and credits for the period balanced?
General ledger	What are the movements of an accounting account during the period?

Compliance

Compliance reports generate the files that DGII requires for tax filing and operations reporting. They require the Fiscal module to be active.

Report	Question it answers
DGII reports (606, 607, 608)	Which sales, purchase and cancellation invoices do I file with DGII this month?

See DGII reports for the step-by-step generation and submission process.

How to access the reports

In the Mosce ERP main menu, click Reports.
Select the category or the specific report you need in the left sidebar.
Set the date range and any other available filters.
View the data on screen or download the report as CSV or PDF.

A note on exports and the monthly quota

Each download of a report file (CSV or PDF) consumes one unit of your monthly export quota. Viewing a report on screen does not consume any quota.

If you reach the export limit before the end of the month, downloads are temporarily blocked. The counter resets on the 1st of each month. See Usage limits by plan to view your plan's limits.

Frequently asked questions

Can I view reports for previous periods?

Yes. All reports let you select a custom date range. You can consult any period since you started using Mosce ERP.

Do reports update in real time?

Operational reports (sales, purchases, inventory, POS, rankings) query data in real time at the moment you generate them - there is no cache. Financial and compliance reports also query in real time, but may require accounting periods to be closed to reflect final data.

Can I schedule a report to be sent automatically?

Currently reports are on demand - there is no scheduled automatic delivery. To automate recurring analysis, use the reports API available for Starter plans and above.

Download the report as PDF or CSV and share the file. There is no option to share a report link with direct external access.

Last updated: 2026-05-09