Reports

Draft: export workspace activity and position.

Reports

Your workspace’s activity and position, in a form you can take elsewhere.

What reports are for

Transaction history answers “what happened”. Reports answer “what do I give my accountant, committee, or auditor”.

What is not here

Reports use settled records. Capital in transit and unsettled transactions are excluded.

A report is a statement of what happened, not what is happening. An open period should not appear as closed.

This draft needs product review. Confirm report types, export formats, period options, and workspace scope before publishing.