What this page is for
One place to find every report. Each tile opens a report; the tiles you see depend on the modules that are switched on and on your permissions.
Who can use it
Everyone who is signed in can open this page. Each tile shows only when you have that report's permission (for example See money reports).
How to open and export a report
- Select a tile.
- Set the filters at the top (months, currency, properties and so on) and select Show.
- Select CSV, Excel or PDF to download what is on the screen with the same filters.
How to fold grouped rows
Some reports group rows (for example expense categories under their group, or properties under the person holding the money). Select a group heading to fold or unfold the rows under it, or use Collapse all and Expand all.
Fields and columns
| Field | Meaning |
|---|---|
| From month / To month | The months the report covers, first and last day included. |
| Currency | Every amount is converted into this currency at its own month's exchange rate. |
| Properties | Leave empty for every property you can see. |
Statuses and automation
- Amounts with no exchange rate for their month are left out and a warning shows above the report. Add the missing rate under Exchange rates.
- A person limited to some properties only ever sees those properties in any report.
- Every export is recorded in the change history.
Settings that change this page
Modules (which reports exist), roles and permissions (who sees each one), and your display currency (the default currency of every report).
FAQs
Why is a report missing? Its module is off, or your role does not have its permission.
Why do totals differ from another report? Check the dates each one uses: money reports count payments on the day the money came in; profit and loss counts stays by check-in date.
Troubleshooting
| Problem | What to do |
|---|---|
| The page shows no tiles | Ask an administrator to switch on a reports module or give your role permission. |
| A warning about exchange rates | Add the missing monthly rates under Exchange rates. |