Reports and exports

GOLD PRO reports on your shop in three layers: the dashboard for the shape of today, the reports page for trends and record-level detail, and three drill-downs for the questions the dashboard cards raise. Every one of them exports to CSV and Excel. This guide covers what each screen answers and what lands in the files.

The dashboard

The dashboard is the landing screen after login. Four tiles across the top carry the day's headline numbers, and each one is a link to the screen behind it.

Below them sit three analytics cards — valuation mix, EMI repayment health, and vaulted gold stock — followed by your recent valuations, a 14-point gold rate per gram trend line, a this-month summary, upcoming EMI reminders, and recently added customers.

New shops also see a Get started card above the tiles. Its items are checked against your real data each time the page loads rather than ticked off once, so an item can go un-done again if you remove what satisfied it.

Reports and analytics

Reports & Analytics in the sidebar is the main reporting screen. Three charts sit across the top.

Beneath them, Detailed Records carries the row-level data behind the charts, split into a valuations tab and an EMIs tab. One search box covers both — it matches customer name, phone, record ID, type and status — and each tab pages ten rows at a time. Valuation rows open the valuation; EMI rows open the loan detail drawer.

CSV and Excel exports

The reports page carries two export buttons, and both are deliberate. They are not duplicates of each other: they differ in what they can carry.

Excel produces one .xlsx workbook with the valuations and EMIs as two separate sheets. Numbers stay numbers and dates stay dates, so the file sorts, sums and pivots without cleanup. Amounts carry Indian lakh and crore grouping, the header row is frozen and filtered, and columns are pre-sized.

CSV produces two files, one per table, because the format has no concept of sheets. Numbers are written bare, without currency symbols or grouping, which keeps them parseable by whatever reads them next. The files carry a byte-order mark so Excel opens Hindi text and rupee symbols correctly instead of mojibake.

Reach for Excel when a person will read the file, and CSV when software will.

Both buttons export the latest 100 rows of each table — the newest 100 valuations and the 100 EMIs nearest their due dates. The cap is deliberate. These rows carry customer names and phone numbers, and the bound keeps a routine export from turning into an unlimited dump of personal data. The button labels state the cap so the file's scope is never a surprise.

The same 100-row cap applies to all three drill-downs. Their headline figures and charts still cover everything — they are calculated on the server — but the record list underneath, and therefore the export, is capped at 100. Each screen says so above its table when there is more to show.

On Vault stock the cap interacts with the filters, so it is worth understanding: its totals describe every ornament matching your filters, while the list below shows the newest 100 of them. Narrow the filters until the count drops under 100 and the export covers your whole selection. The filters there are held in the page address, so a filtered view can be bookmarked or shared.

Exported files are stamped with the date they were generated, for example Reports_Export_2026-07-16.xlsx.

Analytics drill-downs

Three deeper screens exist behind the dashboard's analytics cards. They are not in the sidebar — select the card to reach the screen behind it.

Each carries its own filters and its own CSV and Excel buttons. Their headline figures and charts are calculated over everything matching your filters; the record list and its export are the newest 100 of those. Narrow the filters to bring a selection under that and the export covers all of it.

The columns differ per screen, because each answers a different question:

Vault stock is the one to reach for at audit time: it lists every ornament across every valuation with its purity — 24K, 22K or 18K — the weights, how the purity was checked, and whether that check was recorded as verified.

Who can open what

Reporting is open to your whole team. Both roles see the same figures for your shop, and neither can see another shop's.

Employees have no Admin section in their sidebar, and an employee who reaches an Admin address directly is returned to their dashboard. The distinction is that reporting shows employees the work they already do, while Admin holds the settings that govern it.

Activity logs and redaction

Admin > Activity Logs is a separate record from the reports above: an audit trail of what your staff did, rather than what your shop earned. It holds the latest 100 actions with who performed each one and when, and it is available to tenant admins only.

Log entries are redacted before they reach the screen or an export. Names, phone numbers, email addresses, Aadhaar and PAN numbers, addresses, nominee details, bank account numbers, IFSC codes, and links to KYC documents are all replaced with [REDACTED]. What survives is the shape of the action — who changed what field, on which record, at what time — which is what an audit trail needs. If you need the underlying values, read the customer record itself.

Related

• EMI tracking — the schedules behind the EMI health drill-down
• Customers and KYC — the customer book and per-customer timelines
• Staff and roles — what separates an admin from an employee
• Gold rates — the gold rate per gram behind the dashboard trend