Reports

1. Find a report

Go to Reports → Report library. Reports are grouped by module, with your Favorites at the top. Search by name.

Most open here. Those marked In the module - HR reports, the financial statements, aged receivables and others - open in their own module. Select the star to make any report a favorite.

2. Run it your way

Open a report. The chips at the top are its filters - remove one, or Add filter on any field: a value, a range, text it contains, or a relative period such as this month or last quarter, which moves with the calendar.

Choose the columns to show and sort by any column. Totals cover every matching row, even when the screen shows the first 1,000. Select a row to open its record.

3. Export it

Select Export: CSV for anyone; Excel - numbers and dates stay numbers and dates, with a totals row - and PDF on your letterhead need the export permission. A very large report is made in the background: you're told when it's ready, and it's waiting in Reports → My report files for 7 days.

Tip: Every export is recorded in the audit log - who, which report, which filters.

1. Start a report

In the library, select New report and choose the data - employees, leave requests, purchase orders, expense claims, journal lines, timesheet entries and more, as your plan and access allow. Or open any report and change it.

2. Summarize it

Select Summarize and choose: A list of rows; Group and total - up to three groupings (Then by) and up to four figures (count, total, average, lowest, highest), with a chart above the table if you like; or a Pivot - rows × columns × a figure, with totals across and down.

In a filter, My department follows whoever runs the report, so one shared report shows each manager their own department.

3. Save and share it

Select Save as a view, name it, and choose Who sees it: only you, some roles, or everyone. Each person who opens it sees what their own access allows. Only you can change it; others can Save as new.

1. Start from one of ours

Go to Reports → Dashboards. Start from has an overview for each module in your plan - HR, Procurement, Finance, Projects. Select Use this to make it yours, or New dashboard to start empty.

2. Read it

Choose the date range and department at the top - every widget that follows the dashboard's dates changes with them. Key figures show the change on the period before. Select Report on any widget for the figures behind it, ready to filter or export.

3. Make it yours

Select Edit, then Add a widget: choose the data, show it as a Key figure, Bar chart, Trend line, Donut, Ranked list or Table, and its width. Move and resize widgets; everything saves as you go.

Share it with roles or everyone - and make it a role's default - if your role allows. Each viewer sees their own access.

1. Schedule a report

Open the report or saved view and select Schedule: daily, weekly on a day, or monthly on a date, at a time; as PDF, Excel or CSV; Send to chosen people and everyone with a role. Tick to skip sending when there's nothing in it.

Relative periods - last month, month to date - keep a schedule meaningful.

2. Follow your schedules

Reports → Scheduled reports shows each one: when it runs, to whom, and how the last run went. Send now runs it at once; the menu pauses or deletes it.

Each recipient is told, and finds their copy in Reports → My report files - the report itself never travels in the email.