03 - Accessing Reports

To view standard or custom reports:

1. Go to the Reports tab in your app.

2. On the left-side tree view, you’ll find two main sections:

   • Reports – contains:

     • Recent: Your recently accessed reports.

     • Created by Me: Reports you’ve created.

     • Private/Public/All Reports: Filter reports based on visibility and ownership.

   • Folders – organizes reports as:

     • All Reports: Full list of available reports.

     • Created by Me: Your authored reports.

     • Shared with Me: Reports shared by other users.

3. Browse or use the search bar to locate a report.

4. Click on a report name to view it. You can then apply filters or export it as needed.

You can also:

• Export as Excel, CSV
• Subscribe to reports for email delivery
• Toggle the view (Chart/Table view)
• Add to dashboard for quick insights

Custom Reporting:

• Modify Fields: Add/remove columns based on your needs.
• Group Data: By Entity, Customer, Vendor, Tax Type, etc.
• Save Custom Views: Reuse frequently used configurations.
• Share Reports: With individuals or roles in your org.

Best Practices:

• Regularly review the P&L and AR Aging to stay on top of financial health.
• Use Entity filters to track performance in multi-entity setups.
• Schedule monthly Balance Sheet and Trial Balance for compliance checks.
• Reconcile bank accounts monthly using Bank Reconciliation Reports.