Reports
Reports is one place to run, export, save and schedule reports from across Trade Manager: accounting, sales, purchasing, inventory, charity and care.
Every report shows posted figures only, for the business units you are assigned to. Amounts are exact and in base currency where the report says so.
How to use this guide
Each page gives Where and Who, numbered steps with the exact button names, and examples. All examples follow Nadia's month-end at Bright Home Supplies.
The example used in this guide
| Person | Role |
|---|---|
| Nadia | Finance reviewer. Runs month-end reports, saves them, and schedules the trial balance. |
| Omar | Buyer. Runs Purchases by supplier and Stock position. |
| Farah | Accounts. Downloads AR ageing for credit control. |
The Reports screens
Open Reports from the dashboard.
| Screen | What it is for | Guide |
|---|---|---|
| Reports (catalogue) | Lists the reports you may run | The report catalogue |
| A report | Filters, results, export and save | Run a report |
| Export history | Your queued exports: status, download, cancel | Export |
| Saved reports and schedules | Saved filters and daily schedules | Save and schedule |
| Monthly profit and loss | Revenue, expense and net by month, with a chart | Monthly profit and loss |
Key terms
| Term | Meaning | Example |
|---|---|---|
| Report | A defined table of figures with filters | Trial balance |
| Filter | A choice that narrows the report | From 1 Oct, Through 31 Oct |
| Business unit scope | The units included: all you are assigned to, or one | Head Office |
| Export | A file of the report: Excel (XLSX) or PDF | trial-balance.xlsx |
| Export job | An export that runs in the background | Queued at 09:12, completed 09:12 |
| Saved report | A report with saved filters | "Monthly TB" |
| Schedule | A daily time at which a saved report is exported | 07:00 Europe/London |
Next: Access and permissions.