Short Answer: From the Reports page click '+ New report', enter a Report name and Period, add a data source with '+ Add data', configure Rows/Columns/Values/Layout, then click 'Run report'.
PreRequisites
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Be signed in to Cointab.
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Access to the Reports area permission to create reports.
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Have at least one data source ready reconciliation, another report output, or an Excel/CSV file.
Steps
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Open Reports and click '+ New report'.
The New report page opens with 'Report preview' and the right panel Data, Filters, Rows, Columns, Values, Layout. -
Enter a value in the 'Report name' field and select a 'Period'.
'Report name' and 'Period' are set for the run. -
Click '+ Add data' under 'Data used' in the right panel.
The 'Add data' modal opens with the three data-source options. -
Choose a data source: 'Use reconciliation data', 'Use output from another report', or 'Upload new data'.
The selected data-source flow opens to choose or upload data. -
Configure Rows, Columns and Values and adjust layout under the 'Layout' tab as needed.
Report layout is configured and the preview updates accordingly. -
Click 'Run report'.
The report run starts and the preview reflects sample output. Calculations use the complete data. -
Return to Reports to view the run in the runs table if needed.
The new run appears in the Runs table when complete.
Troubleshooting
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Clicking 'Run report' shows no results or the preview stays blank.
LikelyCause: No data source was added or 'Period' was not selected.
Action: Click '+ Add data' to add a data source and select a 'Period', then click 'Run report' again. -
'Add data' does not open or the modal fails to load.
LikelyCause: Temporary UI load or network issue.
Action: Refresh the page, try again, or check your network. If the problem persists, contact your admin or support. -
Preview numbers differ from the final run.
LikelyCause: Preview shows sample rows; calculations always use the complete data.
Action: Run the report to see final numbers and verify the data source.