Reports

Access

• Route: /reports
• Permission: report.view
• Offline: not available

You can

• Browse pre-built reports with selectors (date range, entities, location grouping, etc.)
• Export to XLSX/CSV after required selectors are filled

You cannot

• Open Reports without report.view
• Export while a required entity selector has zero items chosen
• Use Reports offline

How to

Browse the report catalog

• Open Reports (under Analytics in the sidebar) to see every available report with its name, description, and category; use the search bar to find one by name.

Start an export

• Click Export on a report's row. Reports with no inputs download immediately; reports that need input open the Export report dialog.

Fill in selectors

• Date range — pick a preset or custom dates.
• Date — pick a single date, or leave it empty to use the current date (e.g. stock-as-of reports).
• Number — enter a value within any min/max/step shown.
• Single choice — pick one of the listed options.
• Entity (team member, product, customer, category, state, suburb) — choose Every X in the company, or Choose specific X → Select X → tick the ones you want → save.

Grouping options

• On customer selectors (except Top customers by location), tick Group by parent customer to roll child accounts into their parent.
• On Top customers by location, choose Group by Suburb or State instead.

Finish the export

• Click Export in the dialog — it stays disabled until every "specific" entity selector has at least one item chosen. The file downloads as XLSX or CSV depending on the report.