Finance & Accounting · Documentation
Reporting
Explore metrics, build reports, and publish board packs from the same records operations are writing — no nightly export, no stale warehouse.
Overview
Dashboards and financial reports off the live database. Explore metrics, build reports, and publish board packs from the same records operations are writing — no nightly export, no stale warehouse.
Who it's for. Finance and ops leaders who want the number to match the system.
Capability reference
9 capabilities ship in this module. Each is a live surface in the app.
- Dashboards
- Explore
- Metrics
- Financial Reports
- All Reports
- Report Builder
- Budgets
- Power BI
- Power BI Config
How it connects
Reporting shares the platform's single database — the same customers, items, orders, and audit trail as the rest. Related modules: Accounting.