Query, filter, export and print reports

Choose the business scope before dates, warehouse and counterparty filters. A truncated result is not a complete dataset.

Steps

1. Open Reports → Report Statistics and search a report or browse purchasing, sales, stock and finance categories.
2. Set the dates and relevant filters, then confirm treatment of returns and business sources.
3. Use advanced conditions when needed; recheck company and report scope when loading a saved query.
4. Drill from summary to detail and original documents. Inspect totals and row-limit notices, narrowing or splitting the period if necessary.
5. Preview filters and columns before Excel/PDF export or printing. Tax, multi-unit and cost-permission restrictions apply consistently.