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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

Financial Reports is the hub page for all financial reports, providing categorized access to standard financial statements, specialty reports, and recent report run history. Route: /fa/reports.

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Overview

The Financial Reports page is accessible at /fa/reports. No additional RequirePermission wrapper is on this route; individual report routes have their own permission checks. The component (ReportsPage exported as FAReportsPage) renders:
  • ASC 958 Reports section: Balance Sheet (/fa/reports/balance-sheet), Statement of Activities (/fa/reports/statement-activities), Functional Expenses (/fa/reports/functional-expenses)
  • Other Reports section: Trial Balance, and other reports defined in the otherReports array
  • Recent report run history via useRecentReportRuns
  • Report favorites via useReportFavorites and useToggleReportFavorite
REPORT_TYPE_LABELS maps report type keys to display names.

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Who it’s for

No explicit permission gate on this route. Individual report routes have their own permission requirements.

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Before you start

  • The general ledger must contain posted entries for reports to return meaningful data.

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Steps

  1. Navigate to Finance → Reports (/fa/reports).
  2. Select a report from the ASC 958 Reports or Other Reports sections.
  3. Toggle report favorites using the star icon.
  4. Review recent report run history to access previously generated reports.

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Key concepts

ConceptDescription
useRecentReportRunsHook fetching recently generated report runs for quick access
useReportFavoritesHook loading user report favorites
useToggleReportFavoriteMutation toggling a report’s favorite status
ASC 958 ReportsBalance Sheet, Statement of Activities, Functional Expenses

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/ReportsPage.tsx