Note: All pages below are subject to having relevant Roles and Permissions.
CEA
Select the Cumulative Expenses Analysis report from Reports, Finance section
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/AfjhOZKM-image-32.png)
Choose your Parameters and select Preview
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/RW8Z7brv-image-30.png)
Example Below
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/daklsPWQ-image-33.png)
All reports can be either printed or exported
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/6cXafHeV-image-34.png)
Trial Balance
Select the Trial balance report (either by Income and Expenditure or Ledger Code depending on what you need to see)
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/OUMPUxGI-image-35.png)
Select your Parameters and Preview
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/nVNng7ZK-image-36.png)
Example below
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/Bcesk4C4-image-37.png)
System Checks
This report can be useful for your monthly checks in preparation for your end – select System Checks from the Reports section
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/bcA5n1qU-image-38.png)
Select your Parameters and Preview
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/bS0Ur5o5-image-39.png)
Example below
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/M2paRwXc-image-40.png)
Schedule Reports
Reports can also be scheduled – Select Schedule within the report
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/Araj2yBU-image-41.png)
Choose whether you want to Export, Email or send to My Reports
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/2CGdLbFk-image-42.png)
Complete the details in including the format
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/1iGrsfg1-image-43.png)
Select the frequency you want to send it
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/IhPDWLdY-image-44.png)
Select Done
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/layLctzZ-image-45.png)
Emailed reports will go straight to the sender, exported reports will show in My Documents
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/m3XMwseQ-image-46.png)
To view an item right click on the icon and select View.
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/IHPImzJf-image-47.png)
For My reports go into your Profile and My Reports
![](https://d3kchveacp7yrb.cloudfront.net/2021/03/VM9uRqgk-image-48.png)
Again, to see the Report, right click on the icon and View.
You will receive a Notification in the bell on the top right when these are ready.