Review reports, dashboards and AI Copilot
Use business data to answer questions while keeping permissions and reconciliation in place.
Before you begin
- Permission for selected reports
- Posted source transactions
- Appropriate company and date range
Step-by-step instructions
Complete and verify each stage before continuing.
- 01
Pick a specific question
Decide whether you need sales, customer outstanding, trial balance, inventory movements or production information.
- 02
Select the context
Choose the active company, report period, warehouse or other filters supported by the selected report.
- 03
Review data completeness
Confirm documents are posted, reversals are accounted for and opening balances are correct.
- 04
Open the right report
Use the appropriate report screen; compare a sampled row with its underlying transaction.
- 05
Ask Copilot where supported
Use permission-controlled AI assistance for exploratory questions, then check important totals in the source reports.
- 06
Export and reconcile
Download supported reports only if permitted and review dates, grouping and totals before sending them.
Final verification checklist
- Company and period are correct
- Totals agree with underlying records
- Sensitive exports follow access policy
AI answers can be incomplete; do not use unverified AI output as an accounting or statutory filing decision.