Use the Report Centre

Report Centre is a permission-aware directory for operational reporting. It opens the underlying source workspace; it does not copy every report into one combined dashboard.

Permission required

You need Report Centre plus the permission for the report you open. Owners can see all available business reports. Managers and staff remain limited by assigned locations and report-specific access.

Find a report

Open the right reporting workspace

1. Open Reports → Report Centre.
2. Search by report name or business term, or choose a category such as Sales, GST, Payments, Appointments, Customers, Inventory, Purchases, Suppliers, Accounting/Ledger or Team.
3. Review the card’s purpose, primary filter and available export badges.
4. Select Open Report.
5. Apply the date, location, staff, customer, status, supplier or grouping filters provided by that report.

The directory can include these active destinations when your access permits them:

Reporting area	Data and common filters	Export shown in Report Centre
Business Analytics	QR scans, ratings, Google routing and conversion by period/location	None
GST Reports	GST summary, sales register, HSN, place of supply, filing checks and ITC; date/location/FY	XLSX
Purchase ITC Review	Supplier-bill eligibility, GSTR-2B status and claim periods	None
Invoice Ledger	Invoice status, outstanding balances and collections	None
Outstanding Receivables & Payables	Customer and supplier ageing by location	None
Daily Closing Report	Cash, bank, collections, expenses and ledger movements for one date/account	None
Income vs Expense Summary	Income, expenses, net movement and grouped trends	None
Supplier Payables Due	Due, overdue, paid and cancelled supplier bills	None
Supplier Ledger	Bills, payments, debit notes, running balance and ITC markers	None
Inventory Snapshot	Stock, low/out-of-stock items and inventory value by permitted location/category	CSV
Purchase Register	Purchase entries, supplier bills, status and amounts due	None
Customer Directory Export	Customer source, visits and spend with search/segment context	CSV
Appointment Register	Appointment status, staff, service, customer and date/calendar context	None
Project Reports	Proposals, Project-intent Estimate progression, active work, milestone/delivery performance, ready-unbilled work, financial summary and collaboration/revisions	CSV
Loyalty Analytics	Coupons, claims, points, wallet use and store credit by period	None
Staff Performance	Service-line activity, revenue, commission and exceptions by date/location/staff/status	None
Payroll Reports	Payroll runs, statements, payslips, adjustments and status by period/location	CSV and PDF

An export badge describes support in that destination, not a universal Report Centre download button.

CRM Lead Reports and Attendance Reports are currently opened from their module navigation rather than a Report Centre card. Project Reports is also available directly from Projects → Reports. Payroll Reports is available from the Team category and also provides six focused CSV exports.

Project payment-ageing reporting is intentionally unavailable because invoices do not have one canonical due-date field. Project reports do not sum mixed currencies into one total.

Why totals can differ

Reports use the operational records and filters behind their destination. Differences commonly come from:

• a different date field, financial year or location scope;
• draft, cancelled, unpaid, no-show or incomplete records being included or excluded;
• invoice status differing from payment status;
• appointment totals using assigned service lines while older records use legacy appointment attribution;
• a transaction being corrected after another report was opened;
• tax, staff, service or customer data missing from the source record.

Reconcile safely

1. Match the date range, location and status filters.
2. Open the underlying appointment, invoice, payment, stock movement, purchase or payroll line.
3. Confirm the record’s effective date and current status.
4. Correct the operational source through its supported workflow.
5. Reopen or refresh the report and document any remaining difference.

Important information

Financial and tax reports depend on accurate transactions, payment status, GST settings, financial years and location data. They support operational review and do not replace professional accounting or tax advice.

Tip

Export only the data you need and store it securely. Customer directories, salary records and financial exports can contain confidential information.

Related guides

• Understand GST Reports
• Review a GST Compliance Period
• Review Income versus Expenses
• Review CRM Lead Reports
• Review Attendance Reports
• Review Payroll Reports
• Measure QR Review Performance and Reward Claims
• Create and Run WhatsApp Campaigns
• Use Project Reports, Exports, Permissions, and Troubleshooting

Last reviewed: 1 August 2026