Report Library

The Report Library lists every report generated for the entity. Open it at /entities/{entity id}/reports.

Finding a report

• The tabs split the list into All reports, Financial Reports and Management Reports, each with a count.
• Search matches the report name, layout and period.
• Filter by Report type, Period, Status (Final or Draft) and Generated (today, last 7 days, last 30 days). Recently generated switches the sort order.
• The list shows 20 reports per page.

Reports and versions

A report is one kind of report in one layout for one trial balance. Each time you Finalise it in Reporting Studio, a new version is recorded, so the row always shows the latest version.

• View versions opens the Version history drawer with every version, who generated it and when.
• Open takes you to the report's page in Reporting Studio. The page shows the current figures, not a stored copy of an older version.
• New report in Reporting Studio goes back to the Statements page.

Only reports finalised after the library was introduced carry their report type and period. Earlier snapshots are listed as management reports.