Find and open a report
The report you need, from profit and loss to payroll, opens in a few clicks.
Before you start
- Report access.
Steps
Step 1: Open the report hub
In the sidebar, choose Overview, then Report. The report hub has two tabs, Finance and HR.
Screenshot coming soon
The Finday report hub with the Finance and HR tabs.
Step 2: Choose the group
On the Finance tab, choose the Overview, Customer, Vendor, Stocks, Assets or Tax sub-tab. On the HR tab, choose People or Payroll.
Screenshot coming soon
The finance report sub-tabs with the reports, their domain and description.
Step 3: Or search for it
Type the report's name in the search field, for example balance sheet or aging. The search covers every sub-tab of the open tab.
Screenshot coming soon
The report search field with matching results.
Step 4: Open the report
Click Open on the report's row, or click the row itself.
Screenshot coming soon
A report row with the Open button.
When you are done
- The report opens with the filters you last used in this browser.
- Reports only read data. Opening or exporting a report never creates a journal.
Common problems
A message says reporting access is required
Your role has no report access yet. Ask the company owner or an admin to add a role that includes it.
The search doesn't find the report
The search only covers the tab that is open. Try the other tab, or click Clear search.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.