Reports

Last updated: June 20, 2026

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.

What this does

The Reports area collects ready-made reports, grouped by area, so you can pull the numbers you need without building anything.

Open Reports

Go to Menu > Finance > Reports.

Steps

  1. Open Reports. Reports are grouped into tabs by area, such as Finance, Sales, Purchase and Inventory.
  2. Each tab lists its reports with a short Description.
  3. Pick a report to run it.
ReportsFinanceSalesPurchaseInventoryReportDescriptionAged ReceivablesWhat customers owe, by ageTax SummaryTax collected and paidAccount StatementActivity for one account
Reports grouped by area simplified mockup
Good to know. These are pre-built reports. For ad-hoc analysis, the advanced query tools (the Report button on a statement) let you slice the data yourself.

Related

  • Read your financial statements
  • General Ledger and Subledger