Reporting Overview

The Reporting module provides a comprehensive suite of tools for generating, scheduling, and distributing reports across all PinkApple ERP modules.

Module Structure

Reporting spans two areas:

Administration → Reporting (Setup)

Page	Purpose
Report Catalog	Manage the system report library
Financial Statements	Configure FS templates (balance sheet, P&L, cash flow)
Report Builder	Create custom report definitions
System Settings	Snapshots, presets, schedules, elimination rules

Reporting → Reports (Operations)

Page	Purpose
Run Reports	Execute reports with parameters
Snapshots & Presets	Saved parameter configurations and point-in-time snapshots
Schedules	Automated report delivery

Report Types

Type	Description	Examples
System Reports	Pre-built reports covering standard use cases	Trial balance, loan portfolio, client register
Financial Statements	Structured statements built from FS templates	Balance sheet, income statement, cash flow
Custom Reports	User-defined reports via the report builder	Custom aging analysis, branch comparison

Key Features

• Multi-business-unit — Run reports for a single branch or consolidated across all visible units
• Date presets — Reusable date configurations (This Month, Last Quarter, Year-to-Date, etc.)
• Drill-down — Click any summary figure to see the underlying transactions
• Export — PDF, Excel (XLSX), and CSV export for all report types
• Scheduling — Automate report generation and email delivery
• Snapshots — Save point-in-time copies of report output for historical comparison
• Comparative — Side-by-side period comparison for financial statements

Report Architecture

Reports in PinkApple are data-source driven:

Report Definition (metadata + parameters)
  └── Dataset Procedure (SQL stored procedure that produces the data)
      └── Output Columns (defined in the report catalog)
          └── Rendered Table (displayed in the UI or exported)

Each report references a dataset procedure — a stored procedure that accepts parameters (date range, business unit, etc.) and returns the report data. This architecture ensures:

• Consistent data across UI and exports
• Performance optimisation at the database level
• Security through parameterised queries

Next Steps

• Running Reports — How to execute reports
• Financial Statements — FS template configuration
• Report Catalog — Browse and manage reports