Last verified: 2026-05-19
Financial reports
Exportable financial reports beyond the main analytics dashboard.
Plan feature
enableAdvancedReporting
Dashboard paths
| Role | Route |
|---|---|
| Admin | /admin/financial/reports |
| Staff | /staff/financial/reports |
Related accounting reports: AP/AR aging and period close under /admin/accounting/*.
Steps
- Open Financial → Reports.
- Select report type (profit and loss, balance sheet, cash flow — per UI labels).
- Set date range and location filter if multi-branch.
- Run report; review totals against Analytics for sanity.
- Export CSV/PDF when available for your accountant.
Verify it worked
- Totals align with orders/payouts for the same period (within known timing differences).
- Export opens without errors.
