Analytics
Business Reports
Financial, sales, and operational reports.
Last updated 31 August 2026
Report types
- Financial reports — accounting reports such as trial balance, P&L, balance sheet, and registers
- Sales reports — CRM exports and sales register views
- Inventory and construction progress views in those modules
Use data export when you need a file from supported screens.
Steps
Sign in to Smart Business 360 at the application host.
Open the Analytics module for this task.
Follow the fields and actions described in the sections above.
Save or confirm, then verify the result on the list or detail screen.
Expected result: The operation completes without errors and data reflects your changes.
Troubleshooting
- Confirm you are in the correct company context.
- Verify your role includes permissions for this module.
- Refresh and retry. If the issue persists, contact support with the screen URL.
FAQ
Where do I find Business Reports in Smart Business 360?
Use the navigation paths and steps in this article. If a menu is missing, check module entitlements and permissions.
Why can I not access this feature?
Your role may lack the required permission, or the module may not be enabled for your company. Contact an administrator.
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Need help?
Contact the Smart Business 360 team if you cannot find the right guide.
Documentation