Review reports and export results
Use the same filters and business context when checking totals or downloading data.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Know which period, company, branch and report you need. Access restrictions still apply to exports.
Step by step #
- Open Reports and select the available report.
- Set date range and supported filters.
- Review totals and drill into relevant records where offered.
- Compare with the source documents using the same scope.
- Use Export where present and wait for completion before opening the download.
Understand the fields #
- Date range: defines the period included.
- Filters: define which records contribute.
- Export: follows the permitted filtered data; availability varies by screen.
- Totals: can combine records and units; verify context before comparison.
Check the result #
Check the exported headings, row count and filters before using the file externally.
If something goes wrong #
If figures differ, first compare document status, date, company/branch, unit and access scope. Do not assume a filtered report is the full company ledger.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.