Reports
Request a preselected report
Create a request with a report type already selected.
Updated on August 27, 2026
Completing the page reliably
Check the active company or account before entering data. Complete required fields first, then review dates, amounts, references and selections that influence later processing. Inline validation explains which value is missing or invalid; correct that field before trying again. A disabled submit button usually means that required information is incomplete, invalid or still loading.
Submit only once and wait for the confirmation or the destination page. Repeated clicks can create duplicate work when the first request is still being processed. If saving fails, keep the entered values, read the message and correct only the indicated issue. After success, verify the resulting status or record before continuing with a dependent step.
The report type is already selected by the action that opened this page. Verify the read-only Report, enter a recognisable Name and complete all shown date or checkbox Parameters. A report may have none; disabled values are fixed.
Choose Request report for background generation. To use another type, return to the general request form instead of this preselected route.
Why the report is fixed
Another page already selected the relevant report. The type is protected so contextual parameters cannot be attached to another report. The request name remains editable for distinguishing runs.
Verify the report name. For another type, cancel and use the general Request report page.
Parameters and result
Complete visible dates and choices as for a normal request. Submission starts background generation; use details later.
Questions
Report cannot change because its ID came from the opening action. If it is unavailable, return and start a valid request from the overview.
