Reporting overview
The reports available, who can run them and how the data is scoped.
Reporting is a strip of tabs across the top. Which ones you see depends on your role and your plan:
| Tab | What it is | Who sees it | Link |
|---|---|---|---|
| BI Agent | Ask a question in plain English — the default view | Everyone who can open Reporting | /suite#reporting |
| Reports | Six ready-made reports, nothing to type | Everyone; the figures need pos.view_reports | /suite#reporting/reports |
| COGS | Cost of goods sold and margin for a period | Not switched on for general accounts — see COGS report | /suite#reporting/cogs |
| Auto Report | A written summary, emailed on a schedule | Admins only | /suite#reporting/auto-report |
If you want numbers rather than a conversation, start at Standard reports. Unlike the BI Agent it needs no upgrade — Report pack is on Multi Store only.
AI reporting is plan-gated
AI business analyst is on Growth and above. See Plan limits.
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