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Reports Overview

The current live reporting experience is centered on the Financial Reports module plus supporting quick exports, saved report views, and report schedules.

Main financial report areas​

The current Financial Reports module exposes three primary tabs:

  • Generate Report
  • Import Trial Balance
  • Report History

Generate Report​

The live generate flow is used for:

  • management accounts
  • annual financial statements

It is entity-aware and depends on the current practice’s entity list being available.

Import Trial Balance​

The import tab is the operational entry point for bringing trial balance data into AtlasOS before generating financial outputs.

Report History​

The current history view lists previously generated reports and supports:

  • filtering by report type
  • filtering by status
  • PDF download where a storage URL exists
  • approval of draft or in-review reports
  • regeneration hooks in the UI component

Quick exports​

The live module also exposes quick CSV exports for:

  • invoices
  • compliance
  • entities
  • time

Saved report views​

The current custom-reporting behavior is lighter-weight than a full visual report builder. AtlasOS currently supports saving report views with:

  • a name
  • a report category
  • optional status filter
  • optional entity filter

Saved reports can then be exported again from the quick exports panel.

Scheduled reports​

The current UI also includes scheduled report setup with:

  • report name
  • report type
  • cron-backed frequency selection
  • comma-separated email recipients

Trial balance dependency​

Import trial balance data before relying on financial statement generation and report history for entity-specific financial outputs.