Use Reports, Filters, Drill-Down, and CSV Export
Run trustworthy operational reports with consistent periods, totals, source links, and exports.
Users need the Reports permission. Every report reads company-scoped published operational data and supports relevant date, partner, item, warehouse, status, search, or grouping filters.
Reports in the sidebar opens one page with every report, grouped into sales, purchases, tax, and stock, each with a line on what it answers. Star the reports you use and they are listed under Reports in the menu; the stars are kept in this browser. Besides the sales, purchase, stock, and VAT reports, there are Gross Profit (revenue, cost, and margin by item, customer, and month) and Aging Payables (what you owe suppliers by how long it is overdue).
Choose a report and set an inclusive From/To period. The start date must not be after the end date.
Apply only filters needed for the question and confirm the summary totals.
Select a figure to open the documents behind it, or open a partner, item, stock movement, or source document to investigate a row. Customer, supplier, and item reports show amounts without VAT.
Export CSV after filters are final; every report offers it. The export represents the filtered view and should be retained with its context.
Report totals can change when backdated documents, credits, cancellations, payments, returns, or costings are posted. Drafts are generally excluded from official operational totals. Verify the period, status, and source when comparing to an older export or external system.
Prospect reports are operational. Use the accounting handoff for a controlled external-ledger transfer.