Understand report labels and available workflows
Know when several menu entries lead to the same report.
Reviewed 9 October 2026
WHERE TO GO
Reports → Report Center
Step by step
Use Sale and Daily Sales for saved sales invoices and lines.
Sale Orders and Sale Order Item currently open those same sales views; there is no separate order-management flow there.
Loan Statement currently opens an account ledger; it is not an installment or interest scheduler.
Party-group and some item-category report labels share the corresponding party or stock views.
Tax Rate Report uses the tax report view; expense category and expense item reports also share a view.
Use the filters and columns actually offered on the opened screen.
What to check
- You can select the useful report without expecting features implied only by a menu title.
Things to know
- The Low Stock report has a separate current limitation; use Stock Summary for a reorder check.