Financial reports and planning

Refresh a saved-report preview after dates change

Prepare a new result when the selected period or book settings no longer match.

Updated 2026-11-11

Confirm a saved-report action after an interrupted response

Retry the retained request without creating another definition or run.

Updated 2026-11-11

Verify the source of a saved report run

Compare retained evidence with the current posted ledger without rewriting the saved result.

Updated 2026-11-11

Export a retained report run in the required format

Choose CSV, Excel or Print / PDF from the saved result.

Updated 2026-11-11

Find archived saved reports and older versions

Use status and history controls before assuming a definition was removed.

Updated 2026-11-11

Prepare a schedule for a saved report

Choose a fixed layout and calendar before authorizing automatic generation.

Updated 2026-11-11

Authorize automatic report generation separately

Review the saved layout, exact dates and ongoing access requirements before consenting.

Updated 2026-11-11

Choose how a report schedule handles missed run times

Review whether past scheduled periods should be skipped or generated one at a time.

Updated 2026-11-11

Pause or end a saved-report schedule

Stop future automatic work through the schedule's own management controls.

Updated 2026-11-11

Interpret scheduled report notices and review status

Separate report generation, notification and human review.

Updated 2026-11-11