[{"data":1,"prerenderedAt":656},["ShallowReactive",2],{"doc:\u002Fv\u002F2026.3\u002Ffinance\u002Freports-home":3},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"section":10,"version":11,"lastUpdated":12,"body":13,"_type":650,"_id":651,"_source":652,"_file":653,"_stem":654,"_extension":655},"\u002Fv\u002F2026.3\u002Ffinance\u002Freports-home","finance",false,"","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.","Revenue","2026.3","2026-11-07",{"type":14,"children":15,"toc":642},"root",[16,50,62,69,80,147,159,165,378,389,395,414,527,533,545,608,614],{"type":17,"tag":18,"props":19,"children":20},"element","p",{},[21,28,30,35,37,41,43,48],{"type":17,"tag":22,"props":23,"children":24},"strong",{},[25],{"type":26,"value":27},"text","Reports",{"type":26,"value":29}," lists every report in one place, grouped by what you're asking about. Open it from ",{"type":17,"tag":22,"props":31,"children":32},{},[33],{"type":26,"value":34},"Finance",{"type":26,"value":36},", then ",{"type":17,"tag":22,"props":38,"children":39},{},[40],{"type":26,"value":27},{"type":26,"value":42},". On a tablet or computer, a report you pick opens in place of the list, and ",{"type":17,"tag":22,"props":44,"children":45},{},[46],{"type":26,"value":47},"← Reports",{"type":26,"value":49}," brings you back.",{"type":17,"tag":18,"props":51,"children":52},{},[53,55,60],{"type":26,"value":54},"Use ",{"type":17,"tag":22,"props":56,"children":57},{},[58],{"type":26,"value":59},"Find a report",{"type":26,"value":61}," to filter the list by a report's name or description.",{"type":17,"tag":63,"props":64,"children":66},"h2",{"id":65},"at-a-glance",[67],{"type":26,"value":68},"At a glance",{"type":17,"tag":18,"props":70,"children":71},{},[72,74,78],{"type":26,"value":73},"On Commander and up, when your role can open the reports behind them and your books have posted entries, the page starts with ",{"type":17,"tag":22,"props":75,"children":76},{},[77],{"type":26,"value":68},{"type":26,"value":79},": up to four headline figures from your books. It needs at least two figures to show.",{"type":17,"tag":81,"props":82,"children":83},"ul",{},[84,102,117,132],{"type":17,"tag":85,"props":86,"children":87},"li",{},[88,93,95,100],{"type":17,"tag":22,"props":89,"children":90},{},[91],{"type":26,"value":92},"Net income",{"type":26,"value":94},": opens ",{"type":17,"tag":22,"props":96,"children":97},{},[98],{"type":26,"value":99},"Profit & Loss",{"type":26,"value":101},".",{"type":17,"tag":85,"props":103,"children":104},{},[105,110,111,116],{"type":17,"tag":22,"props":106,"children":107},{},[108],{"type":26,"value":109},"Cash",{"type":26,"value":94},{"type":17,"tag":22,"props":112,"children":113},{},[114],{"type":26,"value":115},"Balance Sheet",{"type":26,"value":101},{"type":17,"tag":85,"props":118,"children":119},{},[120,125,126,131],{"type":17,"tag":22,"props":121,"children":122},{},[123],{"type":26,"value":124},"Owed to you",{"type":26,"value":94},{"type":17,"tag":22,"props":127,"children":128},{},[129],{"type":26,"value":130},"AR Aging",{"type":26,"value":101},{"type":17,"tag":85,"props":133,"children":134},{},[135,140,141,146],{"type":17,"tag":22,"props":136,"children":137},{},[138],{"type":26,"value":139},"To pay",{"type":26,"value":94},{"type":17,"tag":22,"props":142,"children":143},{},[144],{"type":26,"value":145},"AP Aging",{"type":26,"value":101},{"type":17,"tag":18,"props":148,"children":149},{},[150,152,157],{"type":26,"value":151},"Only figures whose report your plan opens are shown. When a figure is more than an hour old, it shows ",{"type":17,"tag":22,"props":153,"children":154},{},[155],{"type":26,"value":156},"As of",{"type":26,"value":158}," with the time it was read.",{"type":17,"tag":63,"props":160,"children":162},{"id":161},"the-report-groups",[163],{"type":26,"value":164},"The report groups",{"type":17,"tag":81,"props":166,"children":167},{},[168,268,278,300,315,349],{"type":17,"tag":85,"props":169,"children":170},{},[171,176,178,183,185,189,190,194,195,200,201,206,207,212,213,218,219,223,224,228,229,234,235,240,241,246,247,252,254,259,261,266],{"type":17,"tag":22,"props":172,"children":173},{},[174],{"type":26,"value":175},"Accounting",{"type":26,"value":177},": ",{"type":17,"tag":22,"props":179,"children":180},{},[181],{"type":26,"value":182},"Year-end summary",{"type":26,"value":184},", ",{"type":17,"tag":22,"props":186,"children":187},{},[188],{"type":26,"value":99},{"type":26,"value":184},{"type":17,"tag":22,"props":191,"children":192},{},[193],{"type":26,"value":115},{"type":26,"value":184},{"type":17,"tag":22,"props":196,"children":197},{},[198],{"type":26,"value":199},"Cash Flow Statement",{"type":26,"value":184},{"type":17,"tag":22,"props":202,"children":203},{},[204],{"type":26,"value":205},"Trial Balance",{"type":26,"value":184},{"type":17,"tag":22,"props":208,"children":209},{},[210],{"type":26,"value":211},"General Ledger",{"type":26,"value":184},{"type":17,"tag":22,"props":214,"children":215},{},[216],{"type":26,"value":217},"Recurring Revenue",{"type":26,"value":184},{"type":17,"tag":22,"props":220,"children":221},{},[222],{"type":26,"value":145},{"type":26,"value":184},{"type":17,"tag":22,"props":225,"children":226},{},[227],{"type":26,"value":130},{"type":26,"value":184},{"type":17,"tag":22,"props":230,"children":231},{},[232],{"type":26,"value":233},"Tax Summary",{"type":26,"value":184},{"type":17,"tag":22,"props":236,"children":237},{},[238],{"type":26,"value":239},"Budget vs Actual",{"type":26,"value":184},{"type":17,"tag":22,"props":242,"children":243},{},[244],{"type":26,"value":245},"Customer Profitability",{"type":26,"value":184},{"type":17,"tag":22,"props":248,"children":249},{},[250],{"type":26,"value":251},"Job Profitability",{"type":26,"value":253}," and ",{"type":17,"tag":22,"props":255,"children":256},{},[257],{"type":26,"value":258},"Service Profitability",{"type":26,"value":260},". On Specialist and up, ",{"type":17,"tag":22,"props":262,"children":263},{},[264],{"type":26,"value":265},"Open Accounting",{"type":26,"value":267}," next to the heading opens the Accounting page.",{"type":17,"tag":85,"props":269,"children":270},{},[271,276],{"type":17,"tag":22,"props":272,"children":273},{},[274],{"type":26,"value":275},"Leads",{"type":26,"value":277},": where wins come from, where leads drop out and why.",{"type":17,"tag":85,"props":279,"children":280},{},[281,286,287,292,293,298],{"type":17,"tag":22,"props":282,"children":283},{},[284],{"type":26,"value":285},"Memberships & check-ins",{"type":26,"value":177},{"type":17,"tag":22,"props":288,"children":289},{},[290],{"type":26,"value":291},"Check-ins",{"type":26,"value":253},{"type":17,"tag":22,"props":294,"children":295},{},[296],{"type":26,"value":297},"Members & Revenue",{"type":26,"value":299},", when your workspace uses memberships.",{"type":17,"tag":85,"props":301,"children":302},{},[303,308,309,314],{"type":17,"tag":22,"props":304,"children":305},{},[306],{"type":26,"value":307},"Programs & sessions",{"type":26,"value":177},{"type":17,"tag":22,"props":310,"children":311},{},[312],{"type":26,"value":313},"Programs & Sessions",{"type":26,"value":299},{"type":17,"tag":85,"props":316,"children":317},{},[318,323,324,329,330,335,336,341,342,347],{"type":17,"tag":22,"props":319,"children":320},{},[321],{"type":26,"value":322},"Also in the app",{"type":26,"value":177},{"type":17,"tag":22,"props":325,"children":326},{},[327],{"type":26,"value":328},"Inbox analytics",{"type":26,"value":184},{"type":17,"tag":22,"props":331,"children":332},{},[333],{"type":26,"value":334},"Campaign results",{"type":26,"value":184},{"type":17,"tag":22,"props":337,"children":338},{},[339],{"type":26,"value":340},"Page analytics",{"type":26,"value":253},{"type":17,"tag":22,"props":343,"children":344},{},[345],{"type":26,"value":346},"Time reports",{"type":26,"value":348},". These stay where they are; open them from here. Each link shows only if your role can open that area.",{"type":17,"tag":85,"props":350,"children":351},{},[352,357,358,363,364,369,371,376],{"type":17,"tag":22,"props":353,"children":354},{},[355],{"type":26,"value":356},"Coming later",{"type":26,"value":177},{"type":17,"tag":22,"props":359,"children":360},{},[361],{"type":26,"value":362},"Bookings",{"type":26,"value":253},{"type":17,"tag":22,"props":365,"children":366},{},[367],{"type":26,"value":368},"Team Time",{"type":26,"value":370},", marked ",{"type":17,"tag":22,"props":372,"children":373},{},[374],{"type":26,"value":375},"Coming soon",{"type":26,"value":377},". They don't open yet.",{"type":17,"tag":18,"props":379,"children":380},{},[381,383,387],{"type":26,"value":382},"Where a cheap figure exists, a report's row shows it, for example the amount owed to you on ",{"type":17,"tag":22,"props":384,"children":385},{},[386],{"type":26,"value":130},{"type":26,"value":388},". A figure of zero is never shown; the row shows its description instead.",{"type":17,"tag":63,"props":390,"children":392},{"id":391},"plans-and-locked-reports",[393],{"type":26,"value":394},"Plans and locked reports",{"type":17,"tag":18,"props":396,"children":397},{},[398,400,405,407,412],{"type":26,"value":399},"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 ",{"type":17,"tag":22,"props":401,"children":402},{},[403],{"type":26,"value":404},"9 more on Commander",{"type":26,"value":406},", 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 ",{"type":17,"tag":22,"props":408,"children":409},{},[410],{"type":26,"value":411},"Accounting reports",{"type":26,"value":413}," row that says how many each plan opens. Select a locked row to see which plan unlocks it.",{"type":17,"tag":81,"props":415,"children":416},{},[417,431,445,459,478],{"type":17,"tag":85,"props":418,"children":419},{},[420,424,425,429],{"type":17,"tag":22,"props":421,"children":422},{},[423],{"type":26,"value":182},{"type":26,"value":253},{"type":17,"tag":22,"props":426,"children":427},{},[428],{"type":26,"value":217},{"type":26,"value":430}," are on every plan.",{"type":17,"tag":85,"props":432,"children":433},{},[434,438,439,443],{"type":17,"tag":22,"props":435,"children":436},{},[437],{"type":26,"value":291},{"type":26,"value":253},{"type":17,"tag":22,"props":440,"children":441},{},[442],{"type":26,"value":297},{"type":26,"value":444}," start on Cadet.",{"type":17,"tag":85,"props":446,"children":447},{},[448,452,453,457],{"type":17,"tag":22,"props":449,"children":450},{},[451],{"type":26,"value":275},{"type":26,"value":253},{"type":17,"tag":22,"props":454,"children":455},{},[456],{"type":26,"value":313},{"type":26,"value":458}," start on Voyager.",{"type":17,"tag":85,"props":460,"children":461},{},[462,466,467,471,472,476],{"type":17,"tag":22,"props":463,"children":464},{},[465],{"type":26,"value":130},{"type":26,"value":184},{"type":17,"tag":22,"props":468,"children":469},{},[470],{"type":26,"value":245},{"type":26,"value":253},{"type":17,"tag":22,"props":473,"children":474},{},[475],{"type":26,"value":251},{"type":26,"value":477}," start on Specialist.",{"type":17,"tag":85,"props":479,"children":480},{},[481,485,486,490,491,495,496,500,501,505,506,510,511,515,516,520,521,525],{"type":17,"tag":22,"props":482,"children":483},{},[484],{"type":26,"value":99},{"type":26,"value":184},{"type":17,"tag":22,"props":487,"children":488},{},[489],{"type":26,"value":115},{"type":26,"value":184},{"type":17,"tag":22,"props":492,"children":493},{},[494],{"type":26,"value":199},{"type":26,"value":184},{"type":17,"tag":22,"props":497,"children":498},{},[499],{"type":26,"value":205},{"type":26,"value":184},{"type":17,"tag":22,"props":502,"children":503},{},[504],{"type":26,"value":211},{"type":26,"value":184},{"type":17,"tag":22,"props":507,"children":508},{},[509],{"type":26,"value":145},{"type":26,"value":184},{"type":17,"tag":22,"props":512,"children":513},{},[514],{"type":26,"value":233},{"type":26,"value":184},{"type":17,"tag":22,"props":517,"children":518},{},[519],{"type":26,"value":239},{"type":26,"value":253},{"type":17,"tag":22,"props":522,"children":523},{},[524],{"type":26,"value":258},{"type":26,"value":526}," start on Commander.",{"type":17,"tag":63,"props":528,"children":530},{"id":529},"who-sees-which-report",[531],{"type":26,"value":532},"Who sees which report",{"type":17,"tag":18,"props":534,"children":535},{},[536,538,543],{"type":26,"value":537},"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 ",{"type":17,"tag":22,"props":539,"children":540},{},[541],{"type":26,"value":542},"No reports for your role",{"type":26,"value":544},". Ask the workspace owner if you need one.",{"type":17,"tag":81,"props":546,"children":547},{},[548,559,568,582,591],{"type":17,"tag":85,"props":549,"children":550},{},[551,553,557],{"type":26,"value":552},"Most accounting reports need access to the accounting reports. ",{"type":17,"tag":22,"props":554,"children":555},{},[556],{"type":26,"value":217},{"type":26,"value":558}," needs access to invoices and prices.",{"type":17,"tag":85,"props":560,"children":561},{},[562,566],{"type":17,"tag":22,"props":563,"children":564},{},[565],{"type":26,"value":275},{"type":26,"value":567}," needs permission to view clients and isn't shown to members limited to their own clients.",{"type":17,"tag":85,"props":569,"children":570},{},[571,575,576,580],{"type":17,"tag":22,"props":572,"children":573},{},[574],{"type":26,"value":297},{"type":26,"value":253},{"type":17,"tag":22,"props":577,"children":578},{},[579],{"type":26,"value":313},{"type":26,"value":581}," need permission to view clients.",{"type":17,"tag":85,"props":583,"children":584},{},[585,589],{"type":17,"tag":22,"props":586,"children":587},{},[588],{"type":26,"value":291},{"type":26,"value":590}," is for the owner and admins.",{"type":17,"tag":85,"props":592,"children":593},{},[594,598,600,607],{"type":17,"tag":22,"props":595,"children":596},{},[597],{"type":26,"value":182},{"type":26,"value":599}," follows its own rules. See ",{"type":17,"tag":601,"props":602,"children":604},"a",{"href":603},"\u002Fv\u002F2026.3\u002Ffinance\u002Fyear-end-income-summary\u002F",[605],{"type":26,"value":606},"Year-end income summary",{"type":26,"value":101},{"type":17,"tag":63,"props":609,"children":611},{"id":610},"related",[612],{"type":26,"value":613},"Related",{"type":17,"tag":81,"props":615,"children":616},{},[617,624,633],{"type":17,"tag":85,"props":618,"children":619},{},[620],{"type":17,"tag":601,"props":621,"children":622},{"href":603},[623],{"type":26,"value":606},{"type":17,"tag":85,"props":625,"children":626},{},[627],{"type":17,"tag":601,"props":628,"children":630},{"href":629},"\u002Fv\u002F2026.3\u002Fcore-workflows\u002Fleads-report\u002F",[631],{"type":26,"value":632},"Leads report",{"type":17,"tag":85,"props":634,"children":635},{},[636],{"type":17,"tag":601,"props":637,"children":639},{"href":638},"\u002Fv\u002F2026.3\u002Ffinance\u002Fprograms-and-sessions-report\u002F",[640],{"type":26,"value":641},"Programs & Sessions report",{"title":7,"searchDepth":643,"depth":643,"links":644},2,[645,646,647,648,649],{"id":65,"depth":643,"text":68},{"id":161,"depth":643,"text":164},{"id":391,"depth":643,"text":394},{"id":529,"depth":643,"text":532},{"id":610,"depth":643,"text":613},"markdown","content:v:2026.3:finance:reports-home.md","content","v\u002F2026.3\u002Ffinance\u002Freports-home.md","v\u002F2026.3\u002Ffinance\u002Freports-home","md",1794102721568]