When you create a new report, you can also select the type of report to which it relates.
The options available are:
- Accountant report
- Bank report
- CEO report
- Corporate group report
- Monthly group report
- Quarterly report
- Weekly report
- Yearly report
- No report type.
Depending on the report you choose to create, different graphs and tables will be recommended at different levels.
Group report
Selecting this type of report allows you to select tables and graphs created at the group level.
CEO report
If you want the reports to be used as dashboards, click on the icon with three dots and select "Create dashboard". Note that only graphs and report tables will be copied to the dashboard.
After that, a dashboard based on the report is created when you click "Financials" > "Dashboard" in the left menu.