Appearance
Running Reports
The Run Reports page is the main runtime screen for executing reports on demand.
Navigation: Reporting -> Reports -> Run Reports
Screen Flow
The page works in a practical five-step sequence:
- select a report group
- select a report definition
- set parameters
- click Generate
- review, drill down, export, or save the result
Step 1: Choose A Report Group
The left panel lists report groups from the report catalog.
Typical examples:
- Accounting
- Financial Statements
- Loans
- Deposits
- Management
Use the group search box when there are many groups in the tenant.
If the correct group is missing, the issue is usually in administration rather than in runtime.
Step 2: Choose A Report
After selecting a group, the center panel shows report cards for that group.
Each card typically shows:
- report name
- code or description
- report type
Choose the report that answers the business question you have. If two reports look similar, rely on the report name and description rather than guessing from the code alone.
Step 3: Set Parameters
The parameter card controls the scope of the run.
Common parameters:
| Parameter | What it controls |
|---|---|
| From Date | Start date for the report |
| To Date | End date for the report |
| Currency | Reporting currency where supported |
| Business Units | One or more business units to include |
For financial statements, additional parameters can appear:
| Parameter | What it controls |
|---|---|
| FS Template | The statement template to generate |
| Column Set | The comparative or presentation layout |
If presets exist for the selected report, they usually appear as quick actions above the parameter form.
In normal use:
- presets load for the currently selected report only
- a default preset may be applied automatically when one is configured
- clicking a preset hydrates the parameter form with the saved scope
Typical preset values include:
- date range
- currency
- business units
- FS template
- column set
Step 4: Generate
Click Generate to run the report.
The system then:
- validates the parameter payload
- resolves the report definition
- runs the underlying dataset procedure
- renders the output in the report viewer
Step 5: Review The Result
The result may render as:
- a standard table
- a financial statement
- a structured report with multiple sections
Before exporting or sharing, review:
- period and scope
- totals and subtotals
- major balances
- comparative columns where relevant
Drilldown
Where drilldown support exists, users can open underlying detail directly from the result.
Common drilldown examples:
- account balance to journal lines
- summarized count to supporting rows
- statement line to supporting balances
Drilldown opens without leaving the report context.
What this means in practice:
- drilldown is configured per report definition, not per user click
- the report passes the current row context into the drilldown automatically
- users do not need to re-enter the carried parameters manually
- the action only appears on rows that satisfy the configured row-type and required-field checks
- if no drilldown action appears, that report is either summary-only or not configured for drilldown
Export
After generating a result, users can export it as:
- Excel
- CSV
Use:
- PDF for circulation and presentation
- Excel for analysis and review
- CSV for lightweight extraction or downstream processing
Good Runtime Practice
- confirm the group and report before generating
- use business-unit filters deliberately
- review drilldown on unusual figures
- save presets for repeated runs
- capture snapshots for important period-end outputs