Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Financial Reports in the reference.
This is the step-by-step. For what it is and how it fits the bigger picture, read Financial Reports in the reference.
What this does
The Reports area collects ready-made reports, grouped by area, so you can pull the numbers you need without building anything from scratch.
Open Reports
Go to Menu > Finance > Reports. Reports for every module actually live on one shared Reporting screen, with a tab strip across the top (Finance, Sales, Purchase, Inventory and more) — opening Reports from any module lands you on the same screen, just on that module’s tab.
See the full guide. The Finance tab’s real report catalogue — Core statements, Payments and claims, e-Invoice, Audit and tax, Foreign exchange, Management reporting — with a screenshot of the screen, is covered in Finance reports. For how the shared Reporting screen works across every module, start at Reports overview.