How to Find the Right Report

Click Reports in the left menu and you land on the dashboard views — revenue, receivables, customers, expenses, tax, and delivery. Those cover the questions people ask most often. Everything else lives in the report library.

To open the library

1. Click Reports in the left menu.
2. Click All reports.
3. Pick a folder, or scan the list for the report you want.
4. Open a report to set its date range and export it.

The eight folders

• Overview — the revenue picture in one place.
• Sales — what you invoiced, by customer and by document.
• Receivables — who owes you, how much, and how late.
• Payments — what came in, how, and how quickly.
• Purchases & expenses — what went out, by category, vendor, and cost centre.
• Tax & compliance — VAT, withholding tax, and the evidence behind them.
• Accounting — trial balance and general ledger.
• Activity — audit trails, delivery records, and system mail.

Not every report is on every plan. Reports your plan does not include are still listed, so you can see what upgrading would give you — the Revenue Overview is on every plan including Free, AR Aging starts on Starter, and most of the rest start on Growth or Business.

If you are not sure which report answers your question, read What Each Report Shows — it is a one-line description of all 39 rather than a folder tree.