The report hub: finding and running reports
You will be able to: Find a report by browsing, searching or the Ctrl+K shortcut; Run a report and read its tiles and TOTAL row; Use Favourites and Recent to reach your own reports quickly.
- Read not done yet
- Watched not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Every report in Zeyto opens on one screen, Reports. You pick a report, set its filters, press Run and read the result in a table with totals. Reports only read your books and stock. Running, grouping or exporting one never changes anything, so you can explore freely.
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1. Open Reports from the sidebar 2. Categories run across the top: Sales, Purchases, Inventory ... 3. Or type a word in Search reports 4. Open the Sales Register 5. Pick the period and any filters 6. Press Run 7. Open Saved views and Columns to shape the table
Finding a report
- Browse: Reports opens on report cards with category tabs such as Favourites, Financial, Sales, Purchases and so on, and module cards such as Sales.
- Search: type a name or a word such as VAT or stock in Search reports. Matching reports from every category appear as cards.
- Ctrl+K: press it anywhere, type a report name and open it. This is the fastest route once you know the name.
- Favourites: tap the star on a card to add it to your Favourites tab. Recent, above the tabs, lists the last reports you opened.
- Jump to another report: on an open report, a small search menu switches to another report without going back. All reports returns to the cards.
On an open report, F1 explains that report. The Reports screen has its own help page for the controls around the table.
Running a report
- Open the report. It runs at once.
- Check the filters above the table. Type From and To, or press a quick button.
- Press Run, or F5. The button reads Run - filters changed when you edited a filter that has not been run yet.
- Read the tiles first (Rows and the main totals), then the table. Its last row, TOTAL, adds the columns that can be added.
An empty table says why. No rows in this period means widen the dates. No rows for these filters has a Clear the filters button. If a report says it is not in your license, its module is not in your plan, and nothing is lost.
Which report answers which question
| Question | Report to start with |
|---|---|
| Where do my sales and profit come from? | Sales Analysis |
| Who owes me money, and since when? | Aging, then Outstanding - Customer (bill-wise) |
| Do the books balance? | Trial Balance, Data health |
| What did one document post? | Posting Trail |
| What do I hold in stock and what is it worth? | Stock Balance & Valuation |
| What will my VAT return say? | VAT Return (VAT 201) |
Try it in the demo
- Open Reports from the sidebar and read the category tabs.
- Type VAT in Search reports and see which cards appear.
- Press Ctrl+K, type Trial Balance and open it. Check From and To, then press Run.
- Star two reports, then open the Favourites tab and the Recent list.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Reports only read; running or exporting one changes nothing.
- Search, Ctrl+K, Favourites and Recent get you to a report quickly.
- Zeyto remembers each report's last filters on this computer, so check the dates before reading.
- F1 explains the open report.
Check yourself
3 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.