General

Reports

Use the Reports module to select a report type, preview the output, and export the result when needed.

Reports Preview

Typical Workflow

  1. Open Reports from the sidebar
  2. Choose the report type you want to work with
  3. Set the available filters or parameters
  4. Click Preview to generate the report
  5. Export or review the result depending on the report

What to Expect

  • available reports depend on enabled modules and permissions
  • some reports focus on documents and finance
  • IMS-enabled teams can also see inventory-oriented reports
  • country-specific modules can expose extra report types

Practical Tips

  • start with the smallest useful date range when a report is slow or dense
  • confirm the selected team context before exporting
  • use preview first before sharing or exporting a large report