# Reports home

> Find every Workspace369 report in one place, read the headline figures under At a glance, and see which plan opens a locked report.

- Product: Workspace369
- Documentation version: 2026.3
- Section: Revenue
- Last updated: 2026-11-07
- Canonical source: https://docs.workspace369.com/v/2026.3/finance/reports-home/

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**Reports** lists every report in one place, grouped by what you're asking about. Open it from **Finance**, then **Reports**. On a tablet or computer, a report you pick opens in place of the list, and **← Reports** brings you back.

Use **Find a report** to filter the list by a report's name or description.

## At a glance

On Commander and up, when your role can open the reports behind them and your books have posted entries, the page starts with **At a glance**: up to four headline figures from your books. It needs at least two figures to show.

- **Net income**: opens **Profit & Loss**.
- **Cash**: opens **Balance Sheet**.
- **Owed to you**: opens **AR Aging**.
- **To pay**: opens **AP Aging**.

Only figures whose report your plan opens are shown. When a figure is more than an hour old, it shows **As of** with the time it was read.

## The report groups

- **Accounting**: **Year-end summary**, **Profit & Loss**, **Balance Sheet**, **Cash Flow Statement**, **Trial Balance**, **General Ledger**, **Recurring Revenue**, **AP Aging**, **AR Aging**, **Tax Summary**, **Budget vs Actual**, **Customer Profitability**, **Job Profitability** and **Service Profitability**. On Specialist and up, **Open Accounting** next to the heading opens the Accounting page.
- **Leads**: where wins come from, where leads drop out and why.
- **Memberships & check-ins**: **Check-ins** and **Members & Revenue**, when your workspace uses memberships.
- **Programs & sessions**: **Programs & Sessions**, when your workspace uses memberships.
- **Also in the app**: **Inbox analytics**, **Campaign results**, **Page analytics** and **Time reports**. These stay where they are; open them from here. Each link shows only if your role can open that area.
- **Coming later**: **Bookings** and **Team Time**, marked **Coming soon**. They don't open yet.

Where a cheap figure exists, a report's row shows it, for example the amount owed to you on **AR Aging**. A figure of zero is never shown; the row shows its description instead.

## Plans and locked reports

A report your plan doesn't include stays in the list, locked, with the plan that opens it. Two or more locked reports in a group fold into one row, for example **9 more on Commander**, with their names under it. One locked report shows as its own row with its plan. On Cadet and Voyager, the locked accounting reports fold into one **Accounting reports** row that says how many each plan opens. Select a locked row to see which plan unlocks it.

- **Year-end summary** and **Recurring Revenue** are on every plan.
- **Check-ins** and **Members & Revenue** start on Cadet.
- **Leads** and **Programs & Sessions** start on Voyager.
- **AR Aging**, **Customer Profitability** and **Job Profitability** start on Specialist.
- **Profit & Loss**, **Balance Sheet**, **Cash Flow Statement**, **Trial Balance**, **General Ledger**, **AP Aging**, **Tax Summary**, **Budget vs Actual** and **Service Profitability** start on Commander.

## Who sees which report

You only see the reports your role can open, so two team members can see different lists. If you can't open any report, the page says **No reports for your role**. Ask the workspace owner if you need one.

- Most accounting reports need access to the accounting reports. **Recurring Revenue** needs access to invoices and prices.
- **Leads** needs permission to view clients and isn't shown to members limited to their own clients.
- **Members & Revenue** and **Programs & Sessions** need permission to view clients.
- **Check-ins** is for the owner and admins.
- **Year-end summary** follows its own rules. See [Year-end income summary](https://docs.workspace369.com/v/2026.3/finance/year-end-income-summary/).

## Related

- [Year-end income summary](https://docs.workspace369.com/v/2026.3/finance/year-end-income-summary/)
- [Leads report](https://docs.workspace369.com/v/2026.3/core-workflows/leads-report/)
- [Programs & Sessions report](https://docs.workspace369.com/v/2026.3/finance/programs-and-sessions-report/)