Administration

Reports & document register

Review business results with the right date and access scope.

Where to go

Reports

Step by step

Open Reports with a role that is allowed to view them.
Choose the relevant period and filters, checking which records the report includes.
Open underlying records when you need to explain a number.
Use permitted export/register actions and preserve the downloaded file privately.

Demo example

Demo: compare a sample order’s outstanding amount with its actual recorded receipts.

Can a report replace receipt reconciliation?

Use reports for review, then verify underlying orders, allocations and actual receipts for reconciliation.

Reviewed 10 October 2026 · CRM 0.53.1