Reporting

Report Catalog

Every report in the catalog, by category, with the feature or role that opens it.

The catalog at /reporting?view=all lists 117 reports in six categories. This page reproduces it with the report path (the last part of its URL under /reporting/) and the grant that opens it. "Any of" means one of the listed features is enough; "All of" means every one is required; a role means the report is independent of module subscriptions.

ℹ️You only ever see your own subset

The catalog is filtered on the server and in the app against your role, your features and your center allow-list. A report listed here but absent from your catalog is one your grants do not reach. Staff sees no catalog at all.

The catalog view: search, suggestions, a category with its count, a report row with its path and the grant that opens it.

Financial & General

Listed to Super Administrators and Administrators. Each report also needs the Finance feature named.

Report	Path	Description	Needs
Profit and Loss	finance/pl	Revenue, costs, and profit analysis	Journals
Balance Sheet	finance/bs	Assets, liabilities, and equity	Chart of Accounts
Cash Flow Statement	finance/cf	Operating, investing, and financing activities	Journals
Statement of Changes in Equity	finance/sce	Movements in equity components	Journals
Trial Balance	finance/tb	Account balances verification	Chart of Accounts
General Ledger	finance/gl	Chart of accounts with balances	Journals
Journal Entries	finance/journal	All journal transactions	Journals
P&L Comparison	finance/pl-comparison	Period-over-period profit and loss comparison	Journals
Balance Sheet Comparison	finance/bs-comparison	Period-over-period balance sheet comparison	Chart of Accounts
Income by Account	finance/income-by-account	Revenue breakdown by income account	Journals
Expense by Account	finance/expense-by-account	Spending breakdown by expense account	Journals
Spend Bridge	finance/spend-bridge	Period-over-period expense change by account — what moved and by how much	Journals
Income Bridge	finance/income-bridge	Period-over-period revenue change by account — where growth came from	Journals
Financial Ratios	finance/financial-ratios	Key financial health indicators and ratios	Chart of Accounts
Revenue & Expense Trend	finance/revenue-expense-trend	Monthly income vs expense over time	Journals
Tax Summary	finance/tax-summary	Tax collected vs tax paid with net liability	Journals
Bank Account Summary	finance/bank-summary	Balances across all bank and cash accounts	Chart of Accounts
Working Capital	finance/working-capital	Cash, receivables, inventory and payables — opening, each period, and the movement	Chart of Accounts
Bank & Cash Pulse	finance/bank-cash	Money in, money out, top bank, and where it went	Chart of Accounts
Group Management Report	group/management	Profit & loss, bank balances, receivables, payables and inventory — one column per company	Journals, plus an active role in each company shown

Sales

Report	Path	Description	Needs
Sales Summary	sales	Sales totals grouped by customer, item, center, or project	Any of Invoices, Sales Receipts
Sales Documents	sales/documents	List of all sales transactions	Any of Invoices, Sales Receipts
Sales Orders	sales/orders	Sales order tracking and status	Sales Orders
Customer Receipts	sales/receipts	Customer payment receipts	Payment receipts
Daily Sales & EOD	sales/eod	Daily sales by location and user with payment breakdown, shift-close status and cash variance	Payment receipts
Collections by Bank	sales/collections-by-bank	Customer money received per bank account, with each account's share of the period	Payment receipts
Receivables Aging	sales/receivables	Outstanding customer receivables by age	Invoices
Sales Performance	sales/performance	Revenue KPIs with prior period comparison	Any of Invoices, Sales Receipts
Best Selling Items	sales/top-items	Top items ranked by revenue with cumulative analysis	Any of Invoices, Sales Receipts
Gross Profit by Item	sales/gross-profit	Revenue minus cost of sales per item with margin analysis	All of Invoices, Sales Receipts
Sales Margin by Transaction	sales/transaction-margin	Cost vs selling price and margin per sale line; group by center, item, or customer	Any of Invoices, Sales Receipts
Sales Price Exceptions	sales/price-exceptions	Posted sales lines saved at zero rate, with a transparent estimated-rate fallback	All of Invoices, Sales Receipts
Sales by Customer	sales/by-customer	Revenue totals grouped by customer	Any of Invoices, Sales Receipts
Sales by Item	sales/by-item	Revenue breakdown by product or service	Any of Invoices, Sales Receipts
Sales by Employee	sales/by-employee	Revenue totals grouped by the employee who made the sale	Any of Invoices, Sales Receipts
Sales by Category	sales/by-category	Revenue breakdown by item category	Any of Invoices, Sales Receipts
Sales by Hour	sales/by-hour	Revenue by hour of day — when sales happen	Any of Invoices, Sales Receipts
Sales by Center	sales/by-center	Revenue breakdown by location	Any of Invoices, Sales Receipts
Sales by Project	sales/by-project	Revenue attributed to projects	Any of Invoices, Sales Receipts
Invoice Register	sales/invoices	All invoices with status, balance, and aging	Invoices
Credit Note Register	sales/credit-notes	Credit notes issued to customers	Invoices
Customer Balances	sales/customer-balances	Outstanding balance per customer	Customers
Customer Ledgers (Excel)	sales/customer-ledgers	One workbook, one sheet per customer — opening balance, every transaction, running balance, closing	Customers
Tax Collected	sales/tax-collected	Sales tax collected by tax type	Invoices
Sales Trend	sales/sales-by-period	Revenue over time — daily, weekly, monthly	Any of Invoices, Sales Receipts
Sales by Tag	sales/by-tag	Revenue grouped by reporting tag	Any of Invoices, Sales Receipts
Customer Concentration	sales/customer-concentration	How dependent revenue is on your top customers	Any of Invoices, Sales Receipts
Collection Days (DSO)	sales/dso	How many days of sales sit uncollected	Invoices
Quotes & Estimates	sales/quotes	Quotes issued with conversion tracking	Sales Orders
Sales by Payment Account	sales/by-account	Cash sales grouped by the account the money landed in	Sales Receipts
Sales by Payment Method	sales/by-payment-method	Cash sales grouped by how customers paid	Sales Receipts
Collections by Payment Account	sales/collections-by-account	Invoice payments received, grouped by the account they landed in	Payment receipts
Owings by Representative	sales/owings-by-employee	Open customer receivable attributed to the person who raised each invoice, with a named unattributed remainder	Invoices
Owings by Location	sales/owings-by-center	Open customer receivable by the location each invoice belongs to, with a named unattributed remainder	Invoices

Purchases

Report	Path	Description	Needs
Purchases Summary	purchase	Purchase totals grouped by vendor, item, center, or project	Any of Bills, Expenses
Purchases Documents	purchase/documents	List of all purchase transactions	Any of Bills, Expenses
Purchase Orders	purchase/orders	Purchase order tracking and status	Purchase Orders
Vendor Payments	purchase/payments	Vendor payment vouchers	Payment vouchers
Payables Aging	purchase/payables	Outstanding vendor payables by age	Bills
Purchase Performance	purchase/performance	Spend KPIs with prior period comparison	Any of Bills, Expenses
Top Purchased Items	purchase/top-items	Top items ranked by spend with cumulative analysis	Any of Bills, Expenses
Purchases by Vendor	purchase/by-vendor	Spend totals grouped by vendor	Any of Bills, Expenses
Purchases by Item	purchase/by-item	Spend breakdown by product or service	Any of Bills, Expenses
Purchases by Center	purchase/by-center	Spend breakdown by location	Any of Bills, Expenses
Purchases by Project	purchase/by-project	Spend attributed to projects	Any of Bills, Expenses
Bill Register	purchase/bills	All bills with status, balance, and aging	Bills
Debit Note Register	purchase/debit-notes	Debit notes issued to vendors	Bills
Vendor Balances	purchase/vendor-balances	Outstanding balance per vendor	Vendors
Payments by Account	purchase/payments-by-account	Money paid out, grouped by the account it left	Payment vouchers
Payments by Method	purchase/payments-by-method	Money paid out, grouped by how it was paid	Payment vouchers
Owed to Vendors by Requester	purchase/owings-by-employee	Open bills attributed to the person who raised each one, with a named unattributed remainder	Bills
Owed to Vendors by Location	purchase/owings-by-center	Open bills by the location each belongs to, with a named unattributed remainder	Bills
Vendor Ledgers (Excel)	purchase/vendor-ledgers	One workbook, one sheet per vendor — opening balance, every transaction, running balance, closing	Vendors
Tax Paid (Input VAT)	purchase/tax-paid	Purchase tax paid by tax type	Bills
Purchase Trend	purchase/purchase-by-period	Spend over time — daily, weekly, monthly	Any of Bills, Expenses
Purchases by Tag	purchase/by-tag	Spend grouped by reporting tag	Any of Bills, Expenses
Vendor Concentration	purchase/vendor-concentration	How dependent spend is on your top vendors	Any of Bills, Expenses
Payment Days (DPO)	purchase/dpo	How many days of purchases sit unpaid	Bills

Operations

Report	Path	Description	Needs
Inventory Summary	operations/inventory	Stock levels by location	Inventories
Inventory Valuation	operations/valuation	Inventory value by category	Inventories
Inventory Ledgers (Excel)	operations/inventory-ledgers	One workbook, one sheet per item — opening stock, every movement, running quantity, value and WAC	Inventories
Stock Reconciliation	operations/stock-reconciliation	Opening + Purchases + Production - Cost of Sales = Closing	Inventories
Stock Movement	operations/movement	Stock in/out transactions	Inventories
Item Movement Analytics	operations/item-movement-analytics	Buy and sell rate trends, quantities moved, and party breakdown for a selected item	Inventories
Low Stock Items	operations/low-stock	Items below reorder point	Inventories
Out of Stock Items	operations/out-of-stock	Items with zero stock	Inventories
Production Summary	operations/production	Production output analysis	Productions
Production by Item	operations/production-items	Production breakdown by product	Productions
Fixed Assets Summary	operations/assets	Asset overview by category	Fixed Assets
Asset Depreciation	operations/depreciation	Depreciation schedule	Fixed Assets
Project Summary	operations/projects	Overview of all projects with status and metrics	Projects
Project Profitability	operations/project-profitability	Revenue vs costs, margins, ROI per project	Projects
Project Performance	operations/project-performance	Budget vs actual, timeline tracking, SPI/CPI	Projects
Project Documents	operations/project-documents	All documents linked to projects	Projects
Project Time Analysis	operations/project-time	Time and labor analysis per project	Projects
Cost of Sales	operations/cost-of-sales	COGS breakdown by item, center, or category	Inventories
Inventory Valuation Trend	operations/valuation-trend	Inventory value over time by item — monthly, quarterly, yearly	Inventories
Valuation by Center	operations/valuation-by-center	Inventory value grouped by location	Inventories
Top Produced Items	operations/top-produced	Best produced items ranked by output quantity	Productions
Stock Aging	operations/stock-aging	Inventory age analysis — days since last receipt	Inventories
Inventory Turnover	operations/inventory-turnover	COGS to average inventory ratio and days to sell	Inventories
Wastage Report	operations/wastage	Stock write-offs, damages, and wastage analysis	Inventories
Asset Disposal	operations/asset-disposal	Disposed assets with gain or loss on disposal	Fixed Assets
Center Performance	operations/center-performance	Revenue, cost, profit, and headcount per center	Inventories
Item Profitability	operations/item-profitability	Revenue minus COGS per item with margin analysis	Inventories

People

Report	Path	Description	Needs
Personnel Headcount	people/headcount	Headcount analysis	Personnel
Personnel Demographics	people/demographics	Demographics metrics	Personnel
Payroll Summary	people/payroll	Payroll analysis	Payroll
Requisitions	people/requisitions	Payment requests (filter by status)	Requisitions
Payroll Trend	people/payroll-trend	Monthly payroll cost over time	Payroll
Deductions Report	people/deductions	All payroll deductions by type	Payroll
Allowances Report	people/allowances	All payroll allowances by type	Payroll
Employee Directory	people/employee-directory	Full employee listing with contact and status	Personnel
Employee Turnover	people/turnover	Hires and separations by period	Personnel
Employee Tenure	people/tenure	Tenure distribution and average by department	Personnel
Payroll Period Comparison	people/payroll-comparison	Side-by-side payroll schedule comparison	Payroll

Administration

Report	Path	Description	Needs
User Activity	people/user-activity	Audit trail of every action by your team — filter by user to review one employee	Super Administrator or Administrator role

Aliases

Several older paths still open the same report: purchases/… for purchase/…, hr/… and payroll/… for people/…, finance/cash-flow for finance/cf, finance/equity-changes for finance/sce, sales/invoice-register for sales/invoices, purchase/bill-register for purchase/bills, and operations/cogs for operations/cost-of-sales. A bookmark using an alias keeps working.

Opening one: Reading a report.
The live cards instead of the list: Reporting hub.
Why a report is not in your catalog: Permissions.
When none of the 117 is the answer: Custom reports.

Previous← Reporting Hub NextReading a Report →