Party Performance Report
पार्टी परफॉर्मेंस रिपोर्ट — For one party and one calendar year (Jan–Dec): monthly trips, invoices raised, invoices settled, invoice amount trend, and trip status mix — plus Excel/PDF.
What you see on this page
Section titled “What you see on this page”- Filters: Year (This Year / Last Year / Custom Year), Party * (required — no All Parties), Generate Report
- KPI cards: Total Trips, Invoices Raised, Invoices Settled, Total Invoiced Amount
- Charts: monthly grouped bars (trips vs raised vs settled), invoice amount by month, trip status donut
- Auto insight line (peak trips month / biggest drop)
- Toolbar: Excel and PDF only (no row table on screen)
📈Open Party Performance Report
On Party Reports, open Party Performance Report → Open report.
Open Party Performance Report🔍Choose year and party
- Year — This Year (default), Last Year, or Custom Year
- Party * — one party only
▶️Generate and read charts
Generate Report. Compare the three monthly bars — trips, raised, and settled counts can differ; that is expected.
⬇️Download Excel or PDF
Excel exports monthly numbers + status mix. PDF prints KPIs and charts.
Next: Party Outstanding Ageing Report
Unpaid invoice balances by age, as on any date.
