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Chapter 39

Reports

Reports are grouped by area: sales, purchasing, inventory, customers and suppliers, treasury, accounts, fixed assets, projects and audit. Inside each section, groups follow the order of work in a side list — summaries first, then registers, analysis and follow-up. Each report has its own filters and prints or exports to Excel.

FADx ERP 1.88.31
Reports — a side list of groups in working order that folds away, with “Recently opened” on top
Reports — a side list of groups in working order that folds away, with “Recently opened” on top

Common workflows

  1. 1

    Find a report

    From the side list: the group, then the report (hovering shows its description). Or "Search all reports" — it matches titles and descriptions ("ageing" or "count", say) — or Ctrl+K from anywhere.

  2. 2

    Recently opened and a wider view

    "Recently opened" at the top of the list takes you back to your last five reports in one click, and "Hide list" gives a wide report the whole screen.

  3. 3

    Profit for a period

    Sales and profit → pick the period.

  4. 4

    An asset count sheet

    Fixed assets → "Fixed asset count sheet" → print.

FADx ERP 1.88.31
Search across all reports includes descriptions — “count” finds the stocktake reports in every section
Search across all reports includes descriptions — “count” finds the stocktake reports in every section
FADx ERP 1.88.31
Financial statements → Income statement
Financial statements → Income statement

Messages you may see — and what to do

  • A report does not appear

    Each report has its own permission (usually "view reports").

  • "Specify a value"

    Some filters are mandatory (the project in the project materials report, for instance).

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