Running Reports

The Run Reports page is the primary interface for executing reports on demand.

Navigation: Reporting → Reports → Run Reports

How to Run a Report

1. Navigate to Reporting → Reports → Run Reports
2. Select a report from the catalog dropdown or search by name
3. Set parameters:

Parameter	Description
Business Unit(s)	Select one or more business units (multi-select with chips)
Date Range	Start and end date, or select a preset
Additional Filters	Report-specific filters (status, product type, currency, etc.)

4. Click Run Report
5. The report renders in a data table below the parameter form

Date Presets

Date presets are reusable configurations that resolve to specific date ranges:

Preset	Resolves To
Today	Current business day
This Week	Monday to today
This Month	1st of current month to today
Last Month	Full previous month
This Quarter	Start of current quarter to today
Last Quarter	Full previous quarter
Year to Date	1st January to today
Last Year	Full previous calendar year
Custom	User-defined start and end dates

TIP

Date presets are fetched from the database and can be customised by administrators. The system resolves date tokens (like "start of current month") to actual dates at runtime.

Multi-Business Unit Selection

The business unit selector allows you to:

• Select a single branch for branch-level reporting
• Select multiple branches for a combined view
• Select all visible units for consolidated reporting

Selected business units appear as chips that can be individually removed.

Report Output

Reports render as interactive data tables with:

• Sortable columns — Click column headers to sort
• Column filters — Filter within specific columns
• Pagination — Navigate through large result sets
• Row count — Total number of records

Drill-Down

For reports that support it, you can right-click on a row to access drill-down options. This opens a modal showing the underlying detail records that make up the summary figure.

For example, drilling down on a balance sheet line item shows the individual journal entries contributing to that balance.

Export Options

Format	Description
PDF	Formatted report suitable for printing and sharing
Excel (XLSX)	Spreadsheet format for further analysis
CSV	Raw data for import into other systems

Saving Presets

If you frequently run the same report with the same parameters, save it as a preset:

1. Configure the report parameters
2. Click Save as Preset
3. Name the preset
4. Next time, select the preset to auto-fill all parameters

Next Steps

• Financial Statements — Structured financial statement reports
• Report Builder — Create custom reports