---
title: Reports Overview
description: "Every report TBA offers: financial statements, aging, sales, and HR."
url: "https://theasst.com/docs/reports-overview/"
updated: "2026-10-08"
category: Reports
---

# Reports Overview

The **Reports** section is where every report in TBA lives -- financial statements, aging reports, sales reports, HR reports, and a designer for building your own.

![Reports tile menu with Report Designer, Client Reports, Financial Reports, Sales Reports, and HR Reports](https://theasst.com/wp-content/uploads/2026/09/reports-tiles.webp)

- [Report Designer](https://theasst.com/docs/report-designer/) -- build and customize your own report layouts.
- [Client Statements](https://theasst.com/docs/client-statements/) -- billing statements, single or batch.
- [AR Aging](https://theasst.com/docs/ar-aging/) / [AP Aging](https://theasst.com/docs/ap-aging/) -- who owes you, and who you owe.
- [Trial Balance](https://theasst.com/docs/trial-balance/), [Balance Sheet](https://theasst.com/docs/balance-sheet/), [Profit & Loss](https://theasst.com/docs/profit-and-loss/) -- core financial statements.
- [Cash Flow Statement](https://theasst.com/docs/cash-flow-statement/) / [Cash Flow Forecast](https://theasst.com/docs/cash-flow-forecast/) -- where your cash went, and where it's headed.
- [Recurring Invoices Report](https://theasst.com/docs/recurring-invoices-report/) -- track recurring billing.
- [Sales Tax Liability](https://theasst.com/docs/sales-tax-liability/) -- what you owe each taxing authority.
- [Sales Summary](https://theasst.com/docs/sales-summary/) / [Sales by Salesperson](https://theasst.com/docs/sales-by-salesperson/) -- what you're selling, and who's selling it.
- [Open Sales/Service Orders Report](https://theasst.com/docs/open-sales-service-orders-report/) -- work still in the pipeline.
- [Timesheet Report](https://theasst.com/docs/timesheet-report/) / [Payroll Summary](https://theasst.com/docs/payroll-summary/) -- HR and payroll hours.

Every report has **Export PDF**/**Export XLSX** in its sidebar.

## Finding and Arranging Reports

Reports are grouped on the Reports page. Click a tile to open a report, or hover over a group, such as *Client Reports* or *Financial Reports*, to see the reports inside it. Use **Configure This Page** at the top to rearrange the tiles, hide the ones you don’t use, or switch between large and small tiles. Your arrangement is yours alone.

## What Every Report Has in Common

- A date range or **As of** date, and often a **Site** filter if you have more than one (see [Sites Setup](https://theasst.com/docs/sites-setup/)).
- **Refresh Report** (or Run Report) to recalculate after changing options.
- **Drilldown** — click a row to see the records behind a number.
- **Export PDF** and **Export XLSX** in the sidebar.
- Access depends on your permissions; see [Users and Permissions](https://theasst.com/docs/users-and-permissions/).

## Accrual or Cash

The financial statements ([Trial Balance](https://theasst.com/docs/trial-balance/), [Balance Sheet](https://theasst.com/docs/balance-sheet/), [Profit and Loss](https://theasst.com/docs/profit-and-loss/)) and [Sales Tax Liability](https://theasst.com/docs/sales-tax-liability/) can be run either way. **Accrual** counts income when you invoice and expenses when you are billed; **Cash** counts them when money moves.

## Need Something Different?

If none of these fit, build your own with the [Report Designer](https://theasst.com/docs/report-designer/).

## On a Phone

Reports can be run on a phone. The date and option bars wrap so every control is reachable, and result grids keep their columns and scroll sideways. Drill-down windows get a minimum column width and also scroll sideways, so columns don’t overlap. Turn the phone sideways for more room, or tap **Use desktop layout** in the [Utility Menu](https://theasst.com/docs/utility-menu/). The [Report Designer](https://theasst.com/docs/report-designer/) is desktop-only. See [Using TBA on Your Phone](https://theasst.com/docs/using-tba-on-your-phone/).