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In the Index to Reports window, reports are arranged into the following tabs.

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Can't access the Index to Reports window? If the Reports button in AccountRight is greyed out, it means that your company file role doesn't permit you to access it. Talk to your company file administrator about giving you access.

To view a list of reports that appear in each tab and a brief description of each report, click the name of the tab in the list below.

Also seeFrom this window, you can select a report, set the filters and date range you want and display the report.

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Can't work out what reports to use? See: Frequently used reports.

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Reports

Frequently used reports

Business Insights—OverviewInsights

Microsoft Excel templates