---
title: Academy 9. Reports You Will Use
description: "Foundation, lesson 9: running, filtering and exporting reports, and the reports you will use most."
url: "https://theasst.com/docs/academy-9-reports-you-will-use/"
updated: "2026-10-30"
category: Academy
---

# Academy 9. Reports You Will Use

*TBA Foundation · Lesson 9 of 9 · about 1½ hours*

## After this lesson you can

- Run a report for a period, and print or export it.
- Choose the right report for a question.

## Why it matters

Reports turn what you entered into answers: who owes you, what you owe, what you sold, and how the business is doing.

## Read

- [Reports articles](https://theasst.com/docs-category/reports/) (AR Aging, AP Aging, Sales Summary, the financial statements)
- [Client Average Days to Pay](https://theasst.com/docs/client-average-days-to-pay/)

## The big picture

Pick the report, set the period, run it. Reports can be printed as PDF or exported to a spreadsheet, and the settings you choose are remembered for next time. The questions you will ask most often have a report each: **AR Aging** (who owes me, and how late?), **AP Aging** (what do I owe?), **Sales Summary** (what did I sell?), the **balance sheet** (what do I own and owe today?) and the **profit and loss** (how did I do over a period?).

## Try it

1. Run each of the five reports above for last month in a demo company, and export one.
2. Write one question each report answers.

## Check yourself

Can you pick the right report for each of these questions without looking? A practice quiz and certification exams are planned for a later release. When you have finished the Foundation lessons, the Specialist lessons go deeper into each area.