Reporting

The Reports Dashboard

Open it from Menu → Reports → Reports Dashboard. Instead of hunting through nested menus, you land on a grid of report cards with everything one keystroke away:

• Type-ahead search — start typing (or press /) to filter the whole library by report name or description in real time. Press Esc to clear.
• Category pills — click a pill (Financials, Sales, Inventory…) to show just that area. Each pill carries a live count of the reports you can see.
• Pinned favourites — click the star on any card to pin the reports you run most to the top. Your pins are remembered on your device.
• Permission-aware — access is checked report by report, so the dashboard never shows a report you can’t open (see Who can see what below).

Reporting by Area

Reports are grouped by the part of the business they cover. Click an area for a description of every report in it and how to use it.

Common Conventions

Most reports share the same controls, so once you learn one you have learned them all:

• Filter bar — a consistent row of filters across the top. Multi-select filters default to “All”; picking a specific value clears the placeholder.
• Date filters — either a month picker (with previous / next chevrons) or a date range. Many reports offer quick periods (this month, this financial year, last 12 months…) and cap the range (typically 12 months) to keep queries fast.
• Run — refreshes the data after you change filters. Most reports also run automatically on first load.
• Search & sort — a live search box narrows the visible rows, and clicking a column header sorts by it (click again to reverse).
• Drill-downs — click a chevron or a highlighted value to expand the detail behind a row without leaving the page.
• Click-through — codes, projects, invoices and contacts are hyperlinked straight to their record.
• CSV export — every report exports the currently displayed rows for finance or a board pack.

Who Can See What

Each report has its own access rule, set by your staff permissions. The dashboard, its category counts and global search only list the reports you can open, and opening a report you don’t have access to (from an old bookmark, say) shows You do not have permission to view this report. Two people can see different reports in the same category.

• Financials — General Ledger (admin-level). Misaligned / Adjusted Invoices also opens with any Accounts Receivable or Reports access.
• Projects — Work In Progress Summary and Closed Projects by Revenue Variation need Job Costing at admin-level (this applies to administrators too). Project Billable Items needs any Job Costing access.
• Sales — admin-level Sales or Business Registers. Duplicate Sites and Cash Sale Customer Extraction instead need Reports plus Sales access.
• Inventory — Reports plus Inventory access. Inventory Demand Report, Min / Max Re-order Report and Inventory Re-order Insights also accept Purchasing in place of Inventory, and Product Sales Performance accepts Sales. The Manufacturing reports are open to any signed-in user.
• Purchasing — Reports plus Purchasing access. Open PO Commitments, Purchasing by Project and Supplier Spend also accept General Ledger; PO Outstanding Items and Purchase History also accept Inventory.
• Timesheets — any Reports access.
• Qualifications — Business Registers (admin-level).
• Shopify — the Shopify plugin must be connected for your company (the pill is hidden otherwise), plus Reports and Inventory access. Customer Mapping & Linking needs Reports and Accounts Receivable instead.
• Administrators see everything except the two Job Costing reports noted above and the Timesheets reports, which still need Reports access.

Permission changes take effect the next time the person signs in.

If an area or a report is missing for you, it is almost always a permission setting — ask your administrator.