Find and verify reports
The headteacher needs a month-end review with receivables, stock and operational progress. Schoolbooks’ working reports live in the modules that own those records. The standalone Reports launcher does not currently render a consolidated reporting workspace; use the destinations below.
On this page
Where to find current reportsRun a review you can reproduceInterpret totals and exceptionsDetailed reporting guidesWhere to find current reports
| Question | Working destination |
|---|---|
| How do the books balance? | Accounting → Financial reports |
| What do families owe? | Fees → Family statements and Accounting → Invoicing |
| What stock moved? | Inventory → Stock ledger and Stock balances |
| How is learning progressing? | Learning → Enrolments & progress and Gradebook |
| How is the pipeline performing? | CRM → Reports |
| How is support performing? | Service desk → Reports |
| What project costs and work remain? | Projects → Financials and project detail |
Run a review you can reproduce
- Confirm the organization, workspace and reporting question.
- Open the report in its owning module and set the period and available filters.
- Check whether the view describes current operational state or posted financial activity.
- Open representative source records and reconcile totals before sharing conclusions.
- If exporting, check the export job completed and retain the period and filters alongside the file.
Interpret totals and exceptions
A draft, submitted, cancelled or reversed record can affect a view differently. Do not compare an unfiltered register count with a financial report total and assume they measure the same thing.
Check dates and currencies before combining amounts. A missing source may be outside the selected period, inaccessible to your role or not yet posted; inspect the record before changing accounting data to force agreement.