Reports

Reports turn the entries your modules post into figures you can read, print and send: the trial balance, the balance sheet and the income statement, the ageing of what customers and vendors owe, and the checks that tell you the books are ready to close. Every report reads the same ledger and documents the rest of Axon Suite writes, so a figure here always traces back to a posted document.

How it fits together

Part	What it is
Reports hub	The one place to open every report, under Finance ‣ Reports. It has a tab for each module that has reports you can open, and a Favorites tab for the ones you star.
Report	A screen that asks for a period or an As of date, then shows its figures when you click Run. Nothing is calculated until you run it.
Subsidiary	A report covers the subsidiary picked in the switcher at the top of the screen. With All subsidiaries picked, it adds up every subsidiary, as long as they keep their books in one currency.
Saved view	A report’s filters kept under a name, so you can run the same report again in one click. Saved views stay in the browser you saved them in.
Export	Saves the rows on screen as a CSV or Excel file.
Generate PDF	Prepares a printable copy in the background. You are told when it is ready.
Report center	Every PDF and file you have asked for, with its status and a Download action.

What running a report changes

Nothing. Running, exporting or printing a report never changes a document or an entry. The only thing a PDF leaves behind is its row in your Report center, so you can download it again later.

Nota

Reports read posted entries and posted documents only. A draft journal entry, invoice or bill shows in no report until it is posted.

Before you start

The hub lists only the reports your role can open. Each one checks the access level of the user running it:

Task	Access level needed
Open the Reports hub and the Report center, and download your files	View on My Reports
Run the trial balance, balance sheet, income statement, AR and AP ageing, vendor statement, Reconciliation and Close dashboard	View on Finance Reports
Generate a PDF of any finance report, and print an invoice, credit note, payment or journal entry	View on Finance Reports
Run a customer statement on screen	View on Accounts Receivable
List ledger entries in Account ledger	View on General Ledger
Run Purchases by vendor, and print it or a purchase order	View on Purchase Orders

Where to start

1. Open the reports hub and star the reports you use most.
2. Run a report for the subsidiary and period you need, and save the view if you will run it again.
3. Print it as a PDF or export it to a spreadsheet.
4. At month end, check the trial balance, then the balance sheet and the income statement.
5. Before you close a period, check the month is ready to close.
6. For any other report, start from Reports by module.