Reports and the Report Studio
One reporting engine over 119 cubes — dimensions, key figures, drill-down, and why subtotals are computed rather than added up. Since 13 October 2026 every module report is in its Reports & Analytics catalogue, in one format.
Every module carries a Reports and Analytics tile. Behind it is one reporting engine, not one screen per report. A report does not contain SQL; it names a cube and a starting layout.
A module’s Reporting section shows two tiles and no more: Reports & Analytics and Predictive & Prescriptive. Every report the module has is in its Reports & Analytics catalogue, and every one of them is worked the same way — rearranged, filtered, totalled, exported and saved as a view.
Reports that used to be tiles of their own
Until 13 October 2026 some modules had reports drawn as separate tiles beside Reports & Analytics, each laid out its own way. They are now reports in that module’s catalogue, in the same format as every other:
| Module | Reports now in its Reports & Analytics catalogue |
|---|---|
| CRM | Pipeline Report |
| HRMS | Headcount |
| Talent & Contingent Workforce | Submission Funnel, Recruiter Scorecard, Placement Margin, Contingent Headcount, Spend Against Budget, Compliance Watch |
| Agentic AI | Was It Worth It, Spend by Agent, Autonomy Ladder, Approval Latency, Connection Reliability, Guardrail Pressure |
| Manufacturing | Work Center Load, Change Cycle Time, Kanban Performance, Shift Performance |
| Student Lifecycle | Enrollment Report, Section Fill, Grade Distribution, Institutional Analytics |
- An old address or bookmark of one of these reports opens the report in the catalogue.
- Each report keeps its own grant. On Platform › Access › Roles it is still listed under its name, so an administrator can grant it to a role or withhold it; a role that could open the tile can open the report, and a role that could not does not see it in the catalogue. A role set to all actions in its module, and an administrator, always see it.
The semantic layer
A cube is an analytical model over records a module already writes: the dimensions you may cut by, and the key figures you may cut.
| What it holds | |
|---|---|
| 119 cubes | Ledger postings, receivables, payables, bank movement, budget versus actual, assets, workforce, payroll, time, absence, recruiting, purchasing, inventory, receiving, supplier performance, production, quality, pipeline, cases, encounters, claims, prescribing, admissions, students, enrolment, aid, batch, workflows, audit and more. |
| 850 dimensions | Grouped for the field rail — Time, Document, Controlling, Organization, Patient, Programme. |
| 741 key figures | Sums, counts, distinct counts, averages, filtered figures such as overdue amount, and ratios such as margin %, OTIF %, denial rate and compa-ratio. |
| 291 reports | The catalogue, over those cubes. |
Defining a figure once is the point. Closed won means one thing on the pipeline report and on the executive cockpit, because both read the same key figure.
The four layers
The catalogue is organized the way reporting is normally governed rather than alphabetically: Executive, Management, Operational, and Detail and audit. Cross-functional reports appear under every module they touch.
What you can do with a report once it is open
- Drag any dimension onto Rows or Columns, any key figure onto the report, any dimension onto Filters — or use each field’s menu, so none of it depends on being able to drag.
- Set the date grain per field: day, week, month, quarter, year or exact.
- Filter with sixteen operators, including relative periods that stay relative in a saved view, and a searchable member picker.
- Turn on subtotals at every level of the row hierarchy, collapsible.
- Chart the same numbers as bars, a line or a donut, beside the grid.
- Drill from any figure to the records behind it, each row opening its own document.
- Print it, or take it away as a PDF, an Excel workbook or CSV — see below — copy a link carrying the exact arrangement, or save it as a view.
Statement and Analysis
Every report opens on two tabs. Statement is the report as it is printed and sent: the company, the title and the period at the head, the key figures, and the grid laid out as an outline — each group on its own line, its members indented beneath, "Total …" ruled off under them and the grand total double-ruled. Analysis is the same figures to work with: the field rail, the shelves, the chart, the drill. What you arrange under Analysis is what Statement shows.
Six reports have a statement form of their own, in the form the profession reads them:
| Report | Statement form |
|---|---|
| Balance Sheet | Side by side: assets on the left, liabilities and equity on the right, current and non-current apart, and the two totals facing each other on one double-ruled line, with a check beneath that says whether they agree. This year’s result is carried into equity so the sides balance before any year-end close. A comparative column for the same day a year earlier; switch Layout to "one above the other" for the report form. |
| P&L / Income Statement | Multi-step: revenue, cost of sales, gross profit, operating expenses, operating income, other income and expenses, tax and zakat, net income — with each line as a share of revenue and the prior year’s same period beside it. |
| Trial Balance | For the financial year to date unless you choose other dates (the calendar year where no fiscal calendar is set): each account’s opening balance, this period’s debits and credits, and the closing debit or credit. Income and expense start the year at nothing, their earlier result carried in retained earnings, so the columns still agree. |
| Cash Flow Statement | Indirect method from the ledger: net income, depreciation, the movement in working capital, then investing and financing, from opening cash to closing cash, with a check that the two reconcile. |
| AR Aging, AP Aging | Current, 1–30, 31–60, 61–90 and Over 90 across the page, parties in name order, the grand total and each bucket’s share beneath it — or every open document under its party. |
The chart of accounts records five account types and nothing finer, so the statements read current and non-current, and interest or tax, from each account’s cash-flow category where one is set and otherwise from its name — and say so in a note on the statement. Cost of sales keeps the platform’s own convention (expense in the 5-series), so a statement’s gross profit is the tile’s.
Printing and exporting
Print / Export is on every report, statement and cockpit, and on every list and drill-down as Print / Download.
| Choice | What you get |
|---|---|
| A preview of the report alone — none of the console around it — on your paper. Print it, or choose Save as PDF in the print dialog; the browser sets every script, Arabic included. | |
| A paginated PDF: the heading on the first page, the column headings on every page, a running head on each page after the first, and "Page n of N" with the time and your name at the foot. Wide reports turn the page to landscape by themselves. | |
| Excel | The same report as a formatted workbook: accounting number formats, bold and ruled totals, the heading row repeated on every printed page, set to fit the page width. |
| CSV | The data, for anything else. |
Paper (A4, Letter or Legal) and orientation are chosen in the same menu and remembered for you. Dashboards and boards carry a Print button of their own: a dashboard is tiles and charts, and its honest printout is the page with the console taken off it.
Subtotals are computed in the database with ROLLUP rather than by adding up the detail on screen, because a ratio cannot be summed. A margin for a region is not the sum of its branches’ margins, and asking the database for the figure at each level is the only way it is right at every level.
Cockpits
A cockpit is not one query over a joined universe — joining a ledger to a patient census produces a number nobody can defend. It is several honest queries shown together, each still traceable to its own records. A panel whose data you are not entitled to is dropped and named, rather than quietly making a total smaller.
Authorization is checked per cube on every query, not merely when the catalogue is listed. Reporting is never a softer door into the same room: a cube over the audit log or the user register keeps the admin gate the screens keep.