Go to Reports in the sidebar. The report tabs are Exports, Customer Ledger, Profit, Sale Book, Purchase, Stock Analysis, Trial Balance, Sequence Audit, Custom and Copilot.
Which report for which question
- Who owes me money? Customer Ledger, or Finance > Pending Bills.
- What did I sell? Sale Book (the Consolidated Sale Book).
- What did I buy? Purchase.
- Is my stock at risk? Stock Analysis, Inventory > Reorder Planning and Inventory > Expiry Radar.
- Do my books balance? Trial Balance, and Financial Statements.
- Are my invoice numbers in order? Sequence Audit.
- Trends? Finance > BI Dashboard.
The Copilot tab (AI Copilot) is a beta. It needs internet, plan access, owner approval and an admin opt-in.
Before you export or share
- Check the company, the location, the financial year and the date range.
- Check any status filters, such as draft or cancelled documents.
A correct report for the wrong period is still the wrong answer.