# ERP Custom Reports and Integrations | BeatOS > Custom BeatOS ERP reports, dashboards and GST print formats, plus Exotel, Twilio, Zoom, Meet, Teams, e-invoice and REST API integrations on one database. URL: https://beatoserp.com/beatos/services/reports-integrations [Home](https://beatoserp.com/beatos) / Services / Reports & Integrations Reports & Integrations Service 05 # The numbers you ask for, from one database Custom reports and dashboards, print formats your customers recognise, and connections to the tools you already use, all reading the same records your team works on. [Brief us on a report](https://beatoserp.com/beatos#demo) See integrations - Numbers that never disagree - Survives updates - Yours to change Sales dashboard Live October · Pune East Collections ₹ 18.4 L ▲ 12% Visits 214 ▲ 8% Orders 62 ▲ 5% AS RK SN PD MK VJ Collections by rep PD behind target Exotel Zoom Google Meet Teams E-invoice REST API Reports ## Built around the questions you ask on Monday. A few examples we build for field teams. Yours will be shaped by what you need to see. ### Collections by rep What each rep collected against what was due, with the overdue list behind every bar. Accounts + Field ### Beat coverage Which outlets on each beat were visited this month, and which were missed. Field ### Trial to order How many product trials turned into quotations and orders, by product and by plant. Sales ### Dealer ageing Outstanding per dealer in 0–30, 31–60, 61–90 and 90+ days, ready for the collection call. Accounts ### Target by product Achievement per rep and product against the pace of the month, from real invoices. Team ### Expenses by city Travel and stay claims by city category, with every claim over the policy limit flagged. Team + Accounts Print formats ## Documents your customers recognise Your letterhead, your terms and the layout your customers are used to, on every quotation, order, invoice and challan. - GST invoices with HSN and tax split - E-invoice IRN and QR code on the print - Delivery challans and packing lists - Quotations with your terms and bank details - Sent by email straight from the document Kulkarni Agro Inputs Pvt Ltd Hadapsar, Pune 411028 GSTIN 27AABCK1234M1Z5 TAX INVOICE SINV-26-00418 · 29 Oct 2026 | Item | HSN | Qty | Amount | | Bio-stimulant 1 L | 3101 | 120 | ₹ 54,000 | | Micronutrient mix 5 kg | 3105 | 80 | ₹ 58,000 | | CGST 9% | ₹ 10,080 | | SGST 9% | ₹ 10,080 | | Total | ₹ 1,32,160 | IRN 7f3c9a1e…b42d · Ack 1324 5678 9012 IRN GENERATED Integrations ## Connected to the tools you already use. Each connection writes back to the same customer, lead or invoice, so nothing lives in a separate system. ### Calling Click to call from a lead or customer, with every call and its outcome logged on the record. Exotel Twilio ### Meetings Online meetings linked to the lead, with minutes and action points drafted for you. Zoom Google Meet Microsoft Teams ### Email Introductions and documents sent from your own company mailbox, with replies kept on the record. Gmail Your mail server ### GST portal E-invoices and e-way bills generated straight from the invoice. E-invoice E-way bill GSTR reports ### Your other software A REST API and webhooks for anything else, so other systems can read and write the same records. REST API Webhooks ### Analytics Dashboards and scheduled reports by email, built with Insights on the same database. Insights Email reports How we build ## From a sketch on paper to a report you use. ### Brief A rough sketch is enough Tell us the question the report should answer, or show us the Excel sheet you build by hand today. You Share the question, a sample, and who will use it. We Confirm where every number comes from in your data. ### Build On a copy of your site We build it as a proper report, print format or connection that keeps working after updates. You Nothing, except answering the odd question. We Build and test it against your real numbers. ### Review Checked by you You check the numbers against what you know, and we adjust until they match how you think about the business. You Compare it with your own figures. We Fix anything that doesn't add up. ### Hand over Live for the right roles It goes live for the people who should see it, with filters they understand and, if you want, a scheduled email. You Start using it. We Show your team how to filter and export it. FAQ ## About reports and integrations Tell us what it is. If it has an API, it can usually be connected. [Ask us →](https://beatoserp.com/beatos#demo) **Can reports be emailed automatically?** Yes. Any report can be scheduled to arrive by email, daily, weekly or monthly, with the filters you choose. **Can our own people build reports?** Yes. The report builder lets admins make simple reports without code. We build the ones that need joins across documents, logic or charts. **Will custom work break when we update?** We build custom work so it survives updates, and every update is tried on a copy of your site first, with your custom reports and prints checked. **Do the numbers match accounts?** They come from the same database, so a sales report and the accounts ledger can never disagree about the same invoice. Other services ## The rest of the rollout. ## Tell us the question. We'll build the answer. Send a sketch, a sample sheet or just the question you want answered. [Brief us on a report](https://beatoserp.com/beatos#demo)[See the platform](https://beatoserp.com/beatos/platform)