{"schema":"exacc.help.page/1","url":"https://exacc.au/help/how-to-access-reports-dashboard/","title":"Find a report","description":"All Exacc reports in one place: Accounting, Payroll, Sales, Bills and Timesheet tabs, with search. What each group holds and how to open a report.","category":"Reports","summary":"Open **Reports**: the reports are grouped in tabs (**Accounting**, **Payroll**, **Sales**, **Bills**, **Timesheet**), each with a one-line description. Search finds a report by name or description. Click one to open it; **Go to reports** brings you back to the same tab.","lastVerified":"2026-10-09","apps":["app"],"processIds":["all_reports"],"start":{"label":"Open Reports","url":"https://app.exacc.au/{dbId}/reports"},"menuPath":["Reports"],"steps":[{"step":1,"title":"Open Reports","body":["Click **Reports** in the top menu. The **Accounting** tab opens first. You see only the reports your user can open."],"url":"https://app.exacc.au/{dbId}/reports","image":"https://exacc.au/help/how-to-access-reports-dashboard/step-1.png"},{"step":2,"title":"Pick a tab, or search","body":["The search tab (magnifier) finds a report by words in its name or description. The tabs hold:"],"fields":[{"name":"Accounting","help":"Profit & Loss, Balance Sheet, Profit & Loss by Groups, Financial Report, Business Activity Statement, Tax Summary, Tax Ledger, General Ledger, Trial Balance, Cash Flow (per account and summary), Daily Account Balances, Journals per Account, Transactions List per Site, Assets List, Finance calculator, Activity Statements List."},{"name":"Payroll","help":"Employee Pay Summary, Employee history, Pay Events List, leave history and requests, pay details, Employees by Superfund, Termination calcs."},{"name":"Sales","help":"Receivables Summary and details, Customer history, Invoices List, Payments History, recurring invoices and projects, sent e-mails."},{"name":"Bills","help":"Payables summary, Supplier History, Bills List."},{"name":"Timesheet","help":"summaries and analysis, records list, timesheets not invoiced or marked for attention."}]},{"step":3,"title":"Open and run it","body":["Click a report. Most open with their filters first: set them and click **Apply filters** (see **Filter a report**). Click **Go to reports** to come back to the same tab."]}],"sections":[{"heading":"Not available","body":["Reports cannot be scheduled or emailed automatically, shared by link, or saved as favourites. Export a report and send the file (see **Export a report**)."]}],"related":["https://exacc.au/help/profit-and-loss-report/","https://exacc.au/help/balance-sheet-report/","https://exacc.au/help/report-filters/","https://exacc.au/help/export-report/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}