Reports

What this screen is for

Reports is where reviewed accounting work becomes readable output. Use it to inspect financial position, regulatory views, and custom analysis.

Before you start

Confirm the company, fiscal period, report type, and whether the entries you expect to see have been reviewed or posted.

Basic walkthrough

1. Open Reports from the Data tab.
2. Choose the report view that matches the question you are answering.
3. Set the period or filters.
4. Review totals, account lines, and any warning states.
5. Trace unexpected values back to the underlying bookkeeping or bank activity.

What to check next

Use Bookkeeping to correct source accounting work. Use Settings if report behavior depends on company or workspace defaults.