Reports

Overview

Below is a business-focused explanation of the Reports page in Dafater Core, written for operational, managerial, and decision-making users.

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Reports – Business Overview

What This Page Is Used For

The Reports page is the central hub for accessing business insights across Dafater. It allows users to review, analyze, and monitor operational, financial, and performance data in a structured and reliable way. This page supports informed decision-making by transforming day-to-day transactions into meaningful summaries and trends.

In daily business operations, the Reports page is used to: - Track performance against targets
- Monitor operational efficiency
- Review financial and operational outcomes
- Support audits, compliance, and management reviews

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Key Features and Functionality (Business Perspective)

From a business point of view, the Reports page provides:

• Centralized Reporting Library
  All available reports are organized in one place, grouped by business area such as finance, operations, sales, procurement, or administration.

• Standard Business Reports
  Ready-to-use reports that reflect common business needs, such as summaries, comparisons, aging, and performance over time.

• Filters for Business Analysis
  Users can filter reports by date ranges, departments, business units, customers, suppliers, or other relevant criteria to focus on specific scenarios.

• Real-Time and Accurate Data
  Reports reflect the latest available information, helping businesses rely on up-to-date insights.

• Export and Sharing Options
  Reports can typically be exported or shared for meetings, management reviews, or external stakeholders.

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How to Navigate and Use the Page Effectively

1. Access the Reports Page
   Open the Reports section from the Dafater Core module.

2. Select the Relevant Report Category
   Reports are usually grouped by business function. Choose the area that matches your business question.

3. Choose a Specific Report
   Click on the report that aligns with your analysis needs.

4. Apply Filters
   Adjust date ranges, organizational units, or other criteria to refine the results.

5. Review and Interpret Results
   Use the displayed totals, breakdowns, and trends to draw business conclusions.

6. Export or Share
   Download or share the report for internal discussions, approvals, or record-keeping.

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Common Business Scenarios Where This Page Is Used

• Management Review Meetings
  Leaders use reports to assess performance, identify issues, and plan next actions.

• Financial Oversight
  Finance teams review summaries and trends to monitor cash flow, expenses, and revenue.

• Operational Monitoring
  Department heads track workloads, efficiency, and completion rates.

• Compliance and Audits
  Reports provide structured records required for internal controls or external audits.

• Strategic Planning
  Historical data and trends help management make informed long-term decisions.

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Important Information Displayed on the Page

Depending on the selected report, the page may display: - Totals and subtotals relevant to the business area
- Period-based comparisons (monthly, quarterly, yearly)
- Status breakdowns (e.g., completed, pending, overdue)
- Performance indicators and trends
- Detailed line-level data supporting summary figures

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Business Value Summary

The Reports page in Dafater Core is a vital decision-support tool. It turns operational data into actionable business intelligence, helping organizations stay in control, remain compliant, and plan confidently for the future.

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Page Information

• Module: Dafater Core
• Page Name: reports
• Standard: Yes