[{"data":1,"prerenderedAt":95},["ShallowReactive",2],{"guide-reports":3},{"slug":4,"module":4,"group":5,"title":6,"updatedOn":7,"description":8,"intro":9,"sections":11},"reports","Reporting destinations","Find and verify reports","2026-10-19","Use the working report pages in their owning modules and verify filters, source records and exports.",[10],"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.",[12,41,70,76],{"id":13,"title":14,"table":15},"where","Where to find current reports",{"headings":16,"rows":19},[17,18],"Question","Working destination",[20,23,26,29,32,35,38],[21,22],"How do the books balance?","Accounting → Financial reports",[24,25],"What do families owe?","Fees → Family statements and Accounting → Invoicing",[27,28],"What stock moved?","Inventory → Stock ledger and Stock balances",[30,31],"How is learning progressing?","Learning → Enrolments & progress and Gradebook",[33,34],"How is the pipeline performing?","CRM → Reports",[36,37],"How is support performing?","Service desk → Reports",[39,40],"What project costs and work remain?","Projects → Financials and project detail",{"id":42,"title":43,"steps":44,"figure":50},"run","Run a review you can reproduce",[45,46,47,48,49],"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.",{"src":51,"caption":52,"highlights":53},"\u002Fdocs\u002Ffee-family-statement.jpg","A working domain report: the Fees family statement retains its customer, date range, currency and source references.",[54,60,65],{"label":55,"x":56,"y":57,"width":58,"height":59},"Statement customer and currency scope",15.88,21.705,17.167,3.544,{"label":61,"x":56,"y":62,"width":63,"height":64},"Trace charges and credits to their sources",51.301,82.833,29.623,{"label":66,"x":67,"y":68,"width":69,"height":59},"Print or save the reviewed statement",50.303,31.368,8.049,{"id":71,"title":72,"paragraphs":73},"interpret","Interpret totals and exceptions",[74,75],"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.",{"id":77,"title":78,"links":79},"next","Detailed reporting guides",[80,83,86,89,92],{"title":81,"slug":82},"Financial reports","financial-reports",{"title":84,"slug":85},"Inventory records","inventory",{"title":87,"slug":88},"Files and exports","documents",{"title":90,"slug":91},"CRM","crm",{"title":93,"slug":94},"Service desk","service-desk",1792394830591]