The Reports section in the admin portal provides a comprehensive range of financial reports to help you analyze and evaluate your organization’s financial performance. These reports offer valuable insights into various aspects of your financial data, enabling you to make informed decisions and monitor key metrics. In this section, we will explore the functionalities and features available for generating and accessing reports.

1. Accessing the Reports Section

To access the Reports section in the admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/accounting/report
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Reports section automatically.

2. Report Categories

The Reports section typically organizes reports into different categories based on their purpose and focus. Common report categories may include:

• Income and Expense Reports: These reports provide a summary of your organization’s income and expenses, allowing you to analyze revenue sources, cost breakdowns, and profitability.

• Balance Sheet Reports: Balance sheet reports provide a snapshot of your organization’s financial position by detailing its assets, liabilities, and equity at a specific point in time.

• Cash Flow Reports: Cash flow reports track the inflows and outflows of cash within your organization, helping you understand the sources and uses of cash and assess liquidity.

• Budgetary Reports: Budgetary reports compare actual financial results with the projected budget figures, providing insights into variance analysis and adherence to financial plans.

• Financial Ratios and Metrics: These reports calculate and present various financial ratios and performance indicators, such as profitability ratios, liquidity ratios, and efficiency ratios.

3. Generating Reports

To generate a report, follow these steps:

• Select the desired report category from the available options.
• Choose the specific report you want to generate from the list of reports within the selected category.
• Configure any parameters or filters required for the report, such as date range, accounts, or segments.
• Click on the “Generate” or “Run Report” button to initiate the report generation process.
• Wait for the system to process the report, which may take a few moments depending on the complexity and volume of data involved.

4. Viewing and Analyzing Reports

Once the report generation is complete, you will be presented with the generated report. Reports are typically displayed in a tabular or graphical format, providing a clear visualization of the financial data. You can explore and analyze the report to gain insights into your organization’s financial performance, trends, and patterns.

5. Exporting Reports The Reports section often provides options to export reports for further analysis, sharing, or integration with other tools. Look for export buttons or options within the section to export reports in popular formats such as PDF, Excel, or CSV.