Working With Beam Machine Reports
Index of Beam Machine reporting manuals for financial statements, statement-by-statement reviews, aged reports, budget variance, executive summaries, KPI views, narratives, and benchmarks.
Using Beam Machine Reporting Manuals
This page helps you choose the correct Beam Machine reporting manual quickly and avoid using a thin or placeholder screen as if it were a finished reporting pack.
Product: Beam Machine
Module: Reporting
Role: Accountant, Financial Controller, Reviewer, Admin
Difficulty: Beginner
Time: 3 minutes to choose the right report page, then follow the linked manual
Last Updated: 2026-03-10
Version: Current Beam Machine reporting routes in this repo
Before You Start
- You should know which entity and period you are reporting on.
- You should expect empty results if the source accounting or practice data has not been captured yet.
- Keep ../98-screen-map.md open if you need the raw route list.
- Use the canonical
/dashboard/reporting/...routes from this manual set if shorter/reporting/...links behave differently in your environment.
Current build status: The reporting area is mixed. Financial Reports is live and exposes the Trial Balance, Income Statement, Balance Sheet, and Cash Flow tabs. Aged Reports and much of Executive Summary are data-driven. Budget Manager & Variance is live but constrained. Ratio Analysis, KPI Dashboard, CFO Narratives, and Benchmarks include thin or review-only areas.
What is this page?
This is the reporting shelf for Beam Machine. On paper, this would be the section of the office where you keep management accounts, debtor and creditor aging, board-pack summaries, and commentary packs.
In Beam Machine, those jobs are split across separate reporting routes. Each linked manual below explains:
- what the route is for,
- how to open it,
- what the screen really shows today,
- and where you must still be careful because the current build is thin or partial.
When do you use this?
Use this page when:
- you need the right reporting manual fast,
- you are onboarding a finance or review user,
- you want to know whether a report route is review-ready,
- or you need to explain why one report page is stronger than another in the current build.
If you skip this step, people tend to open the first reporting page they can find and then assume every number or widget is equally mature. That is how bad SOPs get written.
Where do you find the reporting manuals?
Primary path: Beam Machine Help -> Reports
Primary application path: Reports -> Reporting
The current application exposes reporting routes in two ways:
- The Reporting landing page shows tiles for Financial Reports, Aged Reports, Budget & Variance, Executive Summary, Ratio Analysis, and KPI Dashboard.
- The left sidebar under Reports -> Reporting shows child links for Financial Reports, Ratio Analysis, Dashboard, CFO Narratives, and Benchmarks.
That means Aged Reports, Budget & Variance, and Executive Summary are live routes, but may need to be opened from the Reporting landing page tile or a direct bookmark if your sidebar does not show them.
How do you use this page?
- Pick the report family that matches your question.
- Open that page.
- Check the route status table below before you promise anything to management, clients, or reviewers.
- Follow the click path and steps on that page.
- Use the thin-state warnings so you do not treat placeholder UI as production-grade reporting.
ā Checkpoint: You should end up in one reporting page that matches one job, not a vague idea of reporting in general.
Report route guide
| Report area | Live route | Best way to open it now | Current build state | Best use today |
|---|---|---|---|---|
| Financial Reports | /dashboard/reporting/financial |
Reporting tile or sidebar child | Live shared route | Use the Trial Balance, Income Statement, Balance Sheet, and Cash Flow tabs for statement review |
| Aged Reports | /dashboard/reporting/aged |
Reporting tile | Live | Debtors and creditors aging review |
| Budget Manager & Variance | /dashboard/reporting/budget |
Reporting tile Budget & Variance or bookmarked route with financialYearId |
Partial | Budget vs actual review plus Budget Import (CSV) format guidance; no visible upload control |
| Executive Summary | /dashboard/reporting/executive |
Reporting tile | Live with calculation caveats | First-pass management pack summary |
| Ratio Analysis | /dashboard/reporting/ratios |
Reporting tile or sidebar child | Thin / placeholder | Reference only, not decision-grade analysis |
| KPI Dashboard | /dashboard/reporting/dashboard |
Reporting tile or sidebar child called Dashboard | Mixed live and placeholder | Quick orientation only |
| CFO Narratives | /dashboard/reporting/narratives |
Sidebar child | Review-only list view | Check draft counts and statuses |
| Benchmarks | /dashboard/reporting/benchmarks |
Sidebar child | Review-only list view | Review benchmark rows already generated elsewhere |
Financial statement tab guide
The four statement manuals below all use the same live route: /dashboard/reporting/financial.
| Statement tab | How to open it now | Current build state | Manual |
|---|---|---|---|
| Trial Balance | Open Financial Reports. This is the default tab. | Live | Reviewing Trial Balance |
| Income Statement | Open Financial Reports, then click Income Statement. | Live | Reviewing Income Statement |
| Balance Sheet | Open Financial Reports, then click Balance Sheet. | Live | Reviewing Balance Sheet |
| Cash Flow | Open Financial Reports, then click Cash Flow. | Live | Reviewing Cash Flow Statement |
Report manuals
- Running Financial Reports
- Reviewing Trial Balance
- Reviewing Income Statement
- Reviewing Balance Sheet
- Reviewing Cash Flow Statement
- Reviewing Aged Reports
- Reviewing Budget Variance
- Using Budget Manager & CSV Import
- Reviewing the Executive Summary
- Reviewing Ratio Analysis
- Using the KPI Dashboard
- Working With CFO Narratives
- Reviewing Benchmark Reports
- Mapping Report Scope to Live Beam Machine Pages
Common Questions & Issues
"I opened Reporting and cannot see every report in the sidebar"
Why this happens: The current navigation mixes sidebar children and landing-page tiles.
Fix: Open Reports -> Reporting first. Then use the tile for Aged Reports, Budget & Variance, or Executive Summary if they are not listed in the sidebar.
"I opened a report page and it is mostly empty"
Why this happens: Some reporting routes are fully data-driven, while others are still placeholders or thin shells waiting for more delivery.
Fix: Read the specific page's Current build status and Common Questions & Issues sections. If the route is intentionally thin, use the gap map instead of treating the emptiness as user error.
"I do not know whether to use Reporting or Accounting"
Why this happens: Accounting pages manage source transactions and source statements. Reporting pages package and compare results.
Fix: If you need the underlying truth, start in Accounting. If you need summarized output, trends, ratios, or dashboards, start in Reporting.
What's Next
Related Pages
- ../06-finance-core.md
- ../modules/07-working-in-reporting-and-group.md
- ../tasks/00-task-index.md
- ../99-functionality-gap-map.md
- ./14-mapping-report-scope-to-live-bm-pages.md
SA Compliance Reference
- Reporting pages help you prepare management packs, audit support, tax support, and board-review material.
- They do not replace proper review of the underlying accounting records, supporting documents, or statutory submissions.
Still Stuck?
- Check the reporting routes in ../98-screen-map.md
- Check live vs partial scope in ../99-functionality-gap-map.md
- Contact support:
support@veva.co.za
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