> ## 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

> Access and navigate the full library of financial reports including ASC 958 statements, cash flow, and specialty reports in Finance & Revenue.

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`.

## 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.

## Who it's for

Access follows your organization's role and module configuration. Individual report routes have their own permission requirements.

## Before you start

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

## 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.

## Key concepts

| Concept                   | Description                                                   |
| ------------------------- | ------------------------------------------------------------- |
| `useRecentReportRuns`     | Hook fetching recently generated report runs for quick access |
| `useReportFavorites`      | Hook loading user report favorites                            |
| `useToggleReportFavorite` | Mutation toggling a report's favorite status                  |
| ASC 958 Reports           | Balance Sheet, Statement of Activities, Functional Expenses   |

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/ReportsPage.tsx
</Accordion>