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All about finance reports

Reports give you insight into how your business is operating on warrior; from accruals to purchased products, it is easy to pool the information you need.

triSaaS Support avatar
Written by triSaaS Support
Updated over 4 months ago

The difference between an Accruals report and a Statement report

The accruals report gives you itemised information about orders which have been made on Warrior during your chosen date. Meanwhile, the statement report gives a per-order view which includes the hub, location, and the supplier. Both reports include orders which have been cancelled or exported, giving a full overview of the ordering activities on Warrior.

💡TIP

  • There are many filtering options available to customise your reports. Don't hesitate to give them all a try to familiarise yourself with the customisation available.


Running a report request

To request a report, follow the following steps:

  1. Head to the Reports dashboard on Warrior by clicking the three dots next to your username and selecting Reports. This option will only appear if you have the relevant user permissions.

  2. Select Accruals or Statement on the Request tab.

  3. Set your date range.

  4. Toggle the Include Headers option.

  5. Toggle the Include Orders option, you can also Include Credit Notes if you wish and have those credit notes show as negative values.

  6. Click Create to request the report.

  7. Then head to the Report tab to download your report.


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