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

# Run financial and operational reports in OMBA

> OMBA's Reports menu covers financial statements, sales and purchase summaries, HR reports, and ageing analyses — all filterable by date and department.

OMBA includes a comprehensive reporting suite accessible from the **Reports** menu in the main navigation. Reports are grouped by module area so you can quickly find the output you need. All reports open in a new browser tab and can be printed or saved to PDF.

## Available report categories

<CardGroup cols={2}>
  <Card title="Finance reports" icon="chart-bar">
    Trial balance, income statement, balance sheet, budget vs actual, general ledger detail.
  </Card>

  <Card title="Sales reports" icon="shopping-cart">
    Sales summary, invoice listing, daily sales, POS reconciliation, client statements.
  </Card>

  <Card title="Purchase reports" icon="package">
    Purchase order listing, goods received, supplier invoices, transport claims.
  </Card>

  <Card title="HR & payroll reports" icon="users">
    Payroll summaries, payslips, leave balances, headcount reports.
  </Card>

  <Card title="Inventory reports" icon="boxes">
    Stock on hand, stock movement, adjustments, low-stock alerts.
  </Card>

  <Card title="Fixed asset reports" icon="building-2">
    Asset register, depreciation schedule, maintenance history.
  </Card>
</CardGroup>

## Run a report

<Steps>
  <Step title="Open the Reports menu">
    Click **Reports** in the main left sidebar. The report menu expands into columns grouped by category (Purchases, Sales, HR, Finance, Inventory, Fixed Assets).
  </Step>

  <Step title="Select a report">
    Click the report name. It opens in a new browser tab with its own filter controls.
  </Step>

  <Step title="Set filters">
    Most reports prompt you for:

    * **From date** and **To date**
    * **Department** (where applicable)
    * **Account** or **account range** (finance reports)
    * **Location / depot** (inventory and sales reports)
    * **Employee** or **pay group** (payroll reports)
  </Step>

  <Step title="Generate the report">
    Click **Generate** or **Run**. The report renders on screen. Use the print icon or your browser's print function to save as PDF.
  </Step>
</Steps>

<Tip>
  A PDF version of the full Reports user manual is available inside OMBA at **Reports → Help**. It walks through every available report with screenshots.
</Tip>

## Accounts ageing

The accounts ageing report shows outstanding balances owed to you by clients (debtors) or owed by you to suppliers (creditors), broken down by age bucket (current, 30 days, 60 days, 90+ days).

<Steps>
  <Step title="Open the ageing report">
    Go to **Reports** and select either **Debtors Ageing** or **Creditors Ageing**.
  </Step>

  <Step title="Choose client or supplier">
    Filter by a specific client or supplier, or leave blank to run across all.
  </Step>

  <Step title="Set the ageing date">
    Enter the date as at which balances are aged. OMBA calculates each invoice's age relative to this date.
  </Step>

  <Step title="Run the report">
    Click **Generate**. The report shows each outstanding invoice with its due date and age bucket, plus totals per bucket.
  </Step>
</Steps>

## Budget vs actual

The budget report compares your actual income and expenditure against the budgets you set in **Financials → Budgeting**.

To set a budget:

<Steps>
  <Step title="Open Budgeting">
    Go to **Financials → Budgeting**.
  </Step>

  <Step title="Select period and account">
    Choose the fiscal period and the account you want to budget.
  </Step>

  <Step title="Enter the budget amount">
    Type the budgeted amount for that account and period, then save.
  </Step>
</Steps>

Once budgets are entered, the **Budget vs Actual** report shows variance — the difference between what you planned to spend or earn and what actually happened.

<Note>
  Budget amounts are entered per account per period. You must have at least one fiscal year defined in **System Administration → Fiscal Year** before you can enter budget figures.
</Note>