> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nyumbazetu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> The full report catalogue — what each report answers, where it lives, and how to read it correctly.

**Finance → Reports → `/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.

<Note>
  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.
</Note>

## Financial statements

| Report            | Route                    | Answers                                                                 |
| ----------------- | ------------------------ | ----------------------------------------------------------------------- |
| **Trial Balance** | `/reports/trial-balance` | Do the books balance, and what is each account's position as at a date? |
| **Profit & Loss** | `/reports/profit-loss`   | Income less expenses over a period.                                     |
| **Balance Sheet** | `/reports/balance-sheet` | Assets, liabilities and equity as at a date.                            |

See [Financial statements](/guides/financial-statements) for how to read and reconcile these.

## Ledger and transaction detail

| Report                    | Route                                   | Answers                                                                |
| ------------------------- | --------------------------------------- | ---------------------------------------------------------------------- |
| **General Ledger**        | `/reports/general-ledger`               | Every movement on an account, with category filtering.                 |
| **Journal Lines**         | `/reports/journal-lines`                | Line-level journal detail, filterable by block, unit, lease and owner. |
| **Transactions Report**   | `/reports/transactions-report`          | Transaction-level detail across the branch.                            |
| **Statement of Accounts** | `/reports/statement-of-accounts-report` | Account-level statement view.                                          |

## Receivables and collections

| Report                        | Route                                | Answers                                                                                               |
| ----------------------------- | ------------------------------------ | ----------------------------------------------------------------------------------------------------- |
| **Debt Aging**                | `/reports/debt-aging-report`         | Who owes what, by age, by lease or by service type. See [Debt aging](/guides/collections/debt-aging). |
| **AR Aging Ledger**           | `/reports/ar-aging-ledger`           | Receivables by age at ledger level.                                                                   |
| **Tenant Ledger**             | `/reports/tenant-ledger-report`      | Every charge and payment on a tenant's account.                                                       |
| **Tenant Statement**          | `/reports/tenant-statement`          | The statement you send a resident.                                                                    |
| **Customer Statement Ledger** | `/reports/customer-statement-ledger` | Customer-level ledger position.                                                                       |

## Revenue

| Report                    | Route                          | Answers                                               |
| ------------------------- | ------------------------------ | ----------------------------------------------------- |
| **Revenue Report**        | `/reports/revenue-report`      | Income recognised over a period.                      |
| **Revenue Report (Cash)** | `/reports/revenue-report-cash` | Income on a cash basis — what was actually collected. |
| **Monthly Report**        | `/reports/monthly-report`      | The month's operating summary.                        |
| **Summary Report**        | `/reports/summary-report`      | A condensed position across the branch.               |

<Tip>
  The gap between **Revenue Report** and **Revenue Report (Cash)** is your collection performance. A
  widening gap month on month is an arrears problem showing up before it reaches the aging report.
</Tip>

## Expenses

| Report                        | Route                                | Answers                                                |
| ----------------------------- | ------------------------------------ | ------------------------------------------------------ |
| **Expense Report**            | `/reports/expense-report`            | What was spent, by period and category.                |
| **Expense Report by Vendors** | `/reports/expense-report-by-vendors` | Who it was spent with, and concentration per supplier. |
| **Budget Report**             | `/reports/budget-report`             | Plan versus actual. See [Budgets](/guides/budgets).    |

## Property and tenancy

| Report                      | Route                              | Answers                                                  |
| --------------------------- | ---------------------------------- | -------------------------------------------------------- |
| **Lease Report**            | `/reports/lease-report`            | The lease book with terms and status.                    |
| **Lease Expiry Report**     | `/reports/lease-expiry-report`     | What ends when — the renewal pipeline.                   |
| **Service Request Reports** | `/reports/service-request-reports` | Maintenance volume, ageing and cost by unit or category. |

## Owners and landlords

| Report                 | Route                         | Answers                                               |
| ---------------------- | ----------------------------- | ----------------------------------------------------- |
| **Owner Statement**    | `/reports/owner-statement`    | An owner's income, costs, commission and net payable. |
| **Landlord Statement** | `/reports/landlord-statement` | Landlord-facing statement.                            |
| **Landlord Report**    | `/reports/landlord-report`    | Landlord-level reporting.                             |

See [Owner statements](/guides/owner-statements).

## Running a report well

<Steps>
  <Step title="Confirm the branch">
    Before anything else.
  </Step>

  <Step title="Choose the right basis">
    *As at* a date for positions (trial balance, balance sheet, aging). *Over a range* for flows
    (P\&L, revenue, expenses).
  </Step>

  <Step title="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.
  </Step>

  <Step title="Read the totals first, the rows second">
    If the total is wrong, the rows will not tell you why.
  </Step>

  <Step title="Drill down before you export">
    Most reports drill through to the underlying transactions. That answers "why" faster than a
    spreadsheet will.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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](/getting-started/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](/guides/owner-statements).

## 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.

## Common problems

| Symptom                                              | Cause                                                                                                |
| ---------------------------------------------------- | ---------------------------------------------------------------------------------------------------- |
| Report total lower than expected                     | Branch scope, or a date basis mismatch (invoice date versus due date).                               |
| Revenue on the report does not match invoices raised | Invoices issued but not posted. Check posting status.                                                |
| Aging does not match the ledger                      | Unallocated payments, or credit notes not posted.                                                    |
| A report is empty                                    | Filters too narrow, or no data in the period for that branch.                                        |
| Two reports disagree                                 | Check the basis — accrual versus cash, and *as at* versus *over a range* — before assuming an error. |