Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Reports in the reference.
This is the step-by-step. For what it is and how it fits the bigger picture, read Reports in the reference.
What this is
Reports turn your live data into figures you can read and share. Each part of Cloudby has its own Reports, so you run them close to the work they describe.
Where reports live
Look for a Reports item inside a module, for example Menu > Finance > Reports, Menu > Sales > Reports and Menu > Purchase > Reports. Each opens a menu of the reports for that area.
How a report works
- Pick the report you want.
- Set the date range (on a date, or between two dates) and any filters such as ledger, customer or product.
- Read the result on screen, drilling into a line where you need the detail.
- Export to Excel for sharing or further work.
Good to know. Reports read straight from your live records, so a report is always as current as the documents behind it. Posting a document updates the reports at once.
Related
- Finance reports
- Sales reports
- Purchase reports