The report catalogue

Where: Reports. Who: reports.view, plus each report's permission.

"Available reports for your current tenant and permissions." Select a report to open it.

All reports below support on screen, Excel and PDF.

Finance and trading

Report	What it shows	Filters	Needs
Trial balance	Opening, movement and closing debit and credit per account, in base currency	From, Through, unit	accounting.report.trial-balance.view
General ledger	Posted lines with opening, running and closing balance per account	From, Through, unit, account	accounting.report.general-ledger.view
Balance sheet	Assets, liabilities and equity at a date, including unclosed current earnings	As of, unit	accounting.report.balance-sheet.view
Monthly profit and loss	Revenue, expense and net per calendar month (up to 120 months)	From, Through, unit	accounting.report.profit-loss.view
AR ageing	Customer receivables outstanding at a date by days past due	As of, unit	accounting.ar.aging.view
Sales by customer	Posted sales invoices less credit notes per customer: invoices, invoiced, credited, net, tax, gross	From, Through, unit	sales.invoice.view
Purchases by supplier	Posted purchase invoices per supplier: invoices, net, tax, gross	From, Through, unit	purchase.invoice.view
Stock position	Current on-hand, reserved and available quantity per warehouse, product and variant	unit	inventory.report.stock.view

The Accounting module's own report screens are explained in the Accounting guide. The versions here add opening balances, exports and schedules.

Care and charity

Report	Needs
Care occupancy census	care.report.view
Care admissions and discharges	care.report.view
Care length of stay and outcomes	care.report.view
Care incident statistics	care.report.view
Care reviews and assessments due	care.report.view
Care expiring consents, orders and licences	care.report.view
Medication adherence and errors	care.report.view, care.health.view, Care Health with MAR
Sponsorship coverage	care.report.view, charity.sponsorship.view

Care reports are aggregates only, never names or beneficiary numbers. Counts from 1 to 4 show as <5 (see Care: dashboard and reports).

Example catalogues

Person	Sees
Nadia	Trial balance, General ledger, Balance sheet, Monthly profit and loss, AR ageing, Sales by customer, Purchases by supplier
Omar	Purchases by supplier, Stock position
A care manager	The six Care reports

Next: Run a report.