Standard Reports
REDA Financials' reporting comes in two complementary layers. The Financial Center carries the accounting statements — trial balance, income statement, balance sheet, cash flow, plus year-end close — purpose-built, ledger-accurate, export-ready. And for everything else you'd ever want to count, group or chart, the package ships report types that put its data into Salesforce's native report builder. Statements you run; reports you build.
Access you'll need. Any REDA Financials permission set can open the Financial Center tab and run all four statements; what you see is limited to the records your role can read. Building reports on the packaged report types uses your org's normal Salesforce reporting permissions.
Layer 1 — The Financial Center statements
One tab, four statements, one filter panel (details): multi-entity, multi-period, framework-aware, dimension-filterable, drillable to source documents, exportable to PDF/CSV/Excel. These are computed live from the ledger — no report maintenance, no stale copies.
Finding it
In the REDA Financials AI app navigation, open the Financial Center tab (it sits between Aging Snapshot and Audit Log). The page announces itself — title "Financial Center", subtitle "Financial reports, year-end close, and accounting operations" — and offers two inner tabs:
| Inner tab | What lives there |
|---|---|
| Reports | The four statements. The Report Type picker offers exactly Trial Balance, Income Statement, Balance Sheet and Cash Flow Statement; switching type clears the previous result. |
| Year-End Close | The fiscal-year closing ceremony — preview, execute, reopen. Its own article: Year-End Close. |
The life of a run
A fresh Reports tab greets you with "Configure your report parameters and click Run Report". The Run Report button stays disabled until you've given it the two things every statement needs — at least one entity and at least one date range. While computing, you'll see "Generating report..."; if the run finds nothing in scope, "No data found for the selected parameters" (usually a date range before the books began, or a filter excluding everything). Running a report is read-only by design — the statements aggregate the ledger without writing anything, so nobody breaks the books by reporting on them.
Layer 2 — Packaged report types for the report builder
Seven report types cover the operational data:
| Report type | Build things like… |
|---|---|
| GL Account Transactions | Ledger extracts, account activity by month, posting-source analyses |
| Sales Invoices with Lines | Revenue by product, tenant billing summaries, overdue lists your way |
| Purchase Invoices with Lines | Spend by vendor/GL/cost center, invoice cycle analyses |
| Purchase Orders with Lines | Open commitments, receiving status, PO pipelines |
| Budget with Lines | Utilization tables, over-budget flags across entities |
| Fixed Assets | Asset registers, NBV summaries, disposals in period |
| Aging Snapshots with Lines | Aging trends over months, DSO tracking |
Anything built on these behaves like any Salesforce report: filters, charts, dashboards, scheduled subscriptions to inboxes. Your admin can also add filtered list views on any tab for the everyday operational lists (overdue invoices, draft journals, unmatched receipts).
Who sees what
All five REDA Financials roles — Accounting Admin, Accounting Controller, Accounts Payable, Accounts Receivable and Read Only — get the Financial Center tab and can run and export all four statements. The reports respect each user's data visibility, so what a user can see in records is what their statements aggregate. The one gated operation in the Financial Center is executing a year-end close, which posts journals and therefore needs journal rights.
Common mistakes to avoid
| Mistake | Why it hurts | Do this instead |
|---|---|---|
| Hunting the Salesforce Reports tab for a packaged "P&L report" | The package deliberately ships no prebuilt Salesforce reports — the statements live in the Financial Center, so the search ends in confusion | Accounting statements → Financial Center; the Reports tab is where you build analytics on the packaged report types |
| Rebuilding the income statement in the report builder | Hand-built P&Ls drift from the ledger's rules (opening balances, sign conventions, currency handling) and become a maintenance debt | Use the statement; reserve the report builder for the operational questions it's good at |
| Answering an accounting question from an operational report | An invoice-based "revenue" report counts documents, not postings — journals, and corrections live only in the ledger | When the number must tie to the books, run the statement and drill from there |
| Expecting dashboards out of the box | The home-page dashboard slots stay hidden until your admin creates the dashboards — waiting for them to "appear" wastes weeks | Stand them up once on the packaged report types — the dashboards article has the recipe |
Where to go next
- Executive / AR / AP Dashboards — putting reports on the home pages.
- GL Account Ledger — the GL report type in anger.
- Report Filters & Dimensions — the statements' controls.
Frequently asked questions
Every REDA role sees the Financial Center and can run statements (data visibility follows your permissions). Building Salesforce reports uses your org's normal reporting permissions — most orgs let everyone build, admins manage folders.
They read the same ledger, so scoped identically they tie. Differences always come from scope — dates, entities, filters. The statements' badge-and-total discipline makes them the arbiter for accounting questions.
Statement exports are on-demand. For scheduled delivery, build the closest Salesforce report (e.g., GL Account Transactions grouped for P&L accounts) and subscribe — or make the monthly Financial Center export part of the close checklist, which is what Meridian does.
Open the REDA Financials AI app from the App Launcher; the tab sits in its navigation bar (between Aging Snapshot and Audit Log). If a role-based navigation trims the bar, the App Launcher's search finds "Financial Center" directly.
That's the resting state — "Configure your report parameters and click Run Report". Statements compute on demand rather than pre-loading a default, so you always know a displayed report reflects parameters you chose.
No — the statements are read-only aggregations of the ledger. Run, re-run, export and drill freely; the only Financial Center operation that writes anything is executing a year-end close.
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