19.1Finding a report

Chapter 19 · Reports·1 min read

The catalogue is grouped into categories:

CategoryReports
Financial StatementsProfit & Loss · Balance Sheet · Cash Flow Statement · Trial Balance · Movement of Equity
Detail & Drill-downGeneral Ledger · Journal · Account Transactions · Detailed General Ledger · Account Type Summary
ReceivablesCustomer Balance Summary · Customer Transactions · Receivable Aging Summary · Receivable Aging Details · Invoice Details · Payments Received · Quote Details · Credit Note Details · Recurring Invoice Details
PayablesVendor Balance Summary · Vendor Transactions · Payable Aging Summary · Payable Aging Details · Bill Details · Payments Made · Vendor Credit Details
Sales & PurchasesSales by Items · Sales by Customer · Purchases by Items · Purchases by Vendor · Sales Summary · Expense Details
TaxSales Tax Liability Summary · Form 1099-MISC · Form 1099-NEC
InventoryInventory Item Details · Inventory Valuation · Stock Summary · Inventory Aging Summary · Inventory Adjustment Summary · Inventory Turnover · ABC Classification
ManufacturingProduction Summary · Production Cost · Material Consumption · Material Availability · Finished Goods Production · Work in Progress · Scrap & By-products · Work Centre Load
Fixed AssetsAsset Register · Depreciation and Balances · Depreciation Report · Asset Disposals · Asset Age Analysis · Depreciation Ledger · Asset Activity · Asset Maintenance
Analytics & CustomBusiness Performance · Budget vs Actuals · Activity Logs & Audit Trail · Custom reports · Annual Report
  • Search filters the catalogue by name and description.
  • Click the star on a report to pin it to Favorites at the top of the rail. Favourites are stored in your browser.
  • Ask a question opens Fusion AI with the report in context — "why did travel double in March?" — see Chapter 20.

HRMS and CRM keep their own report pages inside their modules (Chapters 17 and 18).