# Reports

<p class="doc-lead">The Reports page lists every report you can open in one place. Use it when you know the report you need but do not want to hunt through each module’s Reports menu.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
<div class="doc-toc-links">
<a href="#/dashboard/reports?id=overview">Overview</a>
<a href="#/dashboard/reports?id=find">Find a report</a>
<a href="#/dashboard/reports?id=my-reports">My reports</a>
<a href="#/dashboard/reports?id=open">Open a report</a>
<a href="#/dashboard/reports?id=faq">FAQ</a>
</div>
</div>

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<h2 id="overview">Overview</h2>

Open <b>Reports</b> from the <b>top bar</b>, next to Home. It is not in the left menu.

You only see reports your role can open. Each card shows the report name, module, a short summary, and common aliases (Also called).

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<h2 id="find">Find a report</h2>

<ul>
<li><b>Search</b> — type a name or an alias such as AR, ROP, or GST. Matches name, module, and Also called.</li>
<li><b>Module chips</b> — All, Accounts, Sales, Purchase, Inventory, and the other modules you have access to. The number on a chip is how many reports are in that module.</li>
</ul>

<p>With no search text, the page shows <b>My reports</b>, <b>Recently used</b>, then the full catalog grouped by module.</p>

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<h2 id="my-reports">My reports</h2>

Pin up to <b>8</b> reports you open every day. Pins are stored on this browser for your login.

<ul>
<li>Click the pin on a card to add or remove it.</li>
<li>Drag the grip on a pin to reorder.</li>
<li>If you have no pins yet, use a <b>Starter set</b> for Accounts, Sales, Warehouse, Purchase, or HR. That fills My reports with a sensible default set you can change.</li>
</ul>

<p><b>Recently used</b> shows reports you opened from this page.</p>

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<h2 id="open">Open a report</h2>

| **Action** | **What it does** |
|------------|------------------|
| Click the card | Opens the report so you can set filters and Generate. |
| New-tab icon, or Ctrl / ⌘ + click | Opens the report in a new browser tab. |
| ? icon | Opens that report’s help page in the docs. |

The Reports page does not run data. It only finds and opens the report screen.

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<h2 id="faq">FAQ</h2>

<b>Why is Reports not in the left menu?</b><br>
It lives in the top bar next to Home so it stays available from any module.

<b>Why is a report missing?</b><br>
Your role does not include that report. Ask an admin to grant it on the role.

<b>Do pins sync to another computer?</b><br>
No. My reports and recently used are stored in this browser.

<b>Can I search “aging” or “GST”?</b><br>
Yes. Search uses the report name and Also called aliases (for example AR for Trade Receivables, ROP for Reorder Point).

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<p>See also: <a href="#/dashboard/README">Home Dashboard</a> · <a href="#/sales/reports/">Sales Reports</a> · <a href="#/features/list-filter-chips">List filter chips</a></p>