Accessing the Reports dashboard in Exacc provides centralised access to all financial, operational, and compliance reporting capabilities including accounting statements, payroll summaries, sales analytics, supplier reports, and timesheet analysis. The Reports section organises hundreds of available reports into logical categories enabling efficient navigation and report selection.
The Reports dashboard features category tabs for Accounting, Payroll, Sales, Bills, and Timesheet reports, with search functionality to quickly locate specific reports by name or keyword. Favourite and recent report sections provide quick access to frequently used reports, whilst report descriptions help users select the most appropriate report for their information needs.
This guide walks you through navigating to the Reports section, exploring report categories and tabs, using search to find specific reports, reviewing report descriptions and purposes, and leveraging favourite and recent report features for efficient report access and workflow optimisation.
Whether you are new to Exacc reporting and exploring available reports, searching for specific financial or operational reports, organising frequently used reports in favourites, or streamlining reporting workflows through quick access features, understanding how to effectively navigate the Reports dashboard ensures you can locate and generate the information you need for business decision-making and compliance.
Follow these steps to navigate and access the Reports dashboard in Exacc effectively
Your Reports dashboard is now accessible - use it to generate financial reports for business insights and compliance.