Most reporting problems aren’t really reporting problems. They’re two systems holding different numbers, and a person in the middle deciding which to believe.
Here the reports read the same journals and documents that everything else writes, so the only question is what you want to look at, not whether the figures have been brought up to date first.
What you can do
- Open on a dashboard of what’s owed, what’s overdue, and what’s expected in the next month.
- Rearrange that dashboard: move the charts you use to the top, hide the ones you don’t.
- Read the statements your accountant asks for: trial balance, profit and loss, balance sheet.
- Produce tax return figures, and open any box to see the transactions behind it.
- Drill into a ledger account to see what made up its balance.
- Track the operational side: quotes, orders, purchases, recurring revenue, stock, tasks and time.
- See where your revenue actually comes from: top customers, top suppliers, revenue by category.
- Filter every report by the period you mean, from today to any range you like.
- Export a report to CSV, XLSX or PDF, and take a chart away as an image.
How it works in practice
Sign in and see the state of the business. The dashboard leads with invoice figures - drafts, unpaid, paid, overdue, what’s expected within thirty days, and your average days to be paid - then the same for quotes: drafts, open, approved, expired. Each tile shows a count and an amount, because six invoices and six thousand euros are different problems.
Below that are the charts: revenue by month, cost by month, revenue and cost by category, and your top five customers and suppliers. Drag them into the order you want and hide what you don’t use. The arrangement is remembered for you, and it’s yours - a colleague signing in gets their own.
Go to the finance reports for the formal answers (Reports → Finance). Balance, profit and loss, and the tax return for your regime. The tax return is the one to know about: every box opens to list the transactions that produced it, which is exactly what you need when somebody questions a figure months later.
Use the operational reports for the day-to-day. Which quotes are stuck, what procurement is outstanding, what’s low or out of stock, which tasks are sitting in progress, how many hours went where, what your recurring invoices will raise next month. They exist because the answer to “why is cash tight?” is usually in one of them rather than in the profit and loss.
Set the period once. Every report takes the same date filter - today, yesterday, this or last week, this or last month, this year, or dates you pick - so moving between reports doesn’t mean re-explaining which quarter you meant.
Take it with you. Reports export to CSV, XLSX or PDF, and each chart can be saved as an image or its underlying figures pulled out, for the board pack or for the accountant who wants it in a spreadsheet regardless of what you send.
Good to know
- Reports about modules you haven’t switched on will be empty. The stock and project reports are there whether or not you hold stock or run projects, and they simply have nothing to show. Worth knowing before you conclude a figure is wrong.
- File export is on most reports, not every one of them. Where it’s missing, the report is still on screen and its charts can still be taken as an image.
- The dashboard arrangement is per person, not per company. Changing yours doesn’t change what your colleagues see, which is usually what people want and occasionally surprises them.
- A report is only as complete as the period you’re in. Profit and loss for a month you haven’t finished entering purchases for isn’t wrong, it’s early. The most common cause of a figure that “looks off” is a supplier invoice nobody has entered yet.
- These are the reports we ship, not a report builder. You can filter, drill in and export, but you can’t define a new report from scratch. For anything unusual, exporting the underlying figures is the honest answer today.