/reports
Reports are the read side of everything the platform records. They are branch-scoped, filterable
and exportable, and most of them drill down to the transactions behind the numbers.
Every financial report is scoped to your active branch. A total that looks too small is more
often a branch context than a data problem.
Financial statements
See Financial statements for how to read and reconcile these.
Ledger and transaction detail
Receivables and collections
Revenue
Expenses
Property and tenancy
Owners and landlords
See Owner statements.
Running a report well
1
Confirm the branch
Before anything else.
2
Choose the right basis
As at a date for positions (trial balance, balance sheet, aging). Over a range for flows
(P&L, revenue, expenses).
3
Set filters deliberately
Block, unit, lease, owner and service-type filters are available on most reports and support
multi-select. A report filtered to one block is far more useful than a branch-wide report
somebody has to read with a highlighter.
4
Read the totals first, the rows second
If the total is wrong, the rows will not tell you why.
5
Drill down before you export
Most reports drill through to the underlying transactions. That answers “why” faster than a
spreadsheet will.
6
Export for distribution, not for analysis
Analysis in the app stays live; analysis in a spreadsheet is out of date the moment it is
saved.
Grids, grouping and export
Report grids behave like every other grid on the platform: column filters, sorting, grouping with totals, a column chooser, and CSV/Excel export that respects your current view. Numeric and currency columns aggregate when grouped. See Navigating the app.Scheduled and requested reports
Some reports can be requested and produced in the background rather than rendered live, which is how large exports are handled without a timeout. Owner statements can additionally be generated on a schedule.Ask Nyumba Zetu
Platform administrators have Ask Nyumba Zetu (/rag), a natural-language question surface over
your data. Use it for exploratory questions; use the report catalogue for anything you will act on
or circulate.