---
title: "Finding & Running Reports"
space: "SA End-User Guide"
url: "https://product.cohenix.cloud/sa-user-guide/reports/finding-reports"
updated: "2026-06-14"
---

# Finding & Running Reports

**Goal:** know where the reports are and how to run, filter and read them.

## Where reports live

- **In each workspace.** Open **SA VAT**, **SA Payroll**, **SA Labour** or **SA COIDA** and look for the *Reports* cards/links.
- **Global search.** Press `Ctrl/Cmd + K` and type the report name (e.g. "Payroll Register", "VAT Analysis").
- **Report view.** Many lists also offer a Report view (toggle at the top of a list) for ad-hoc columns and filters.

## Running a report

1. Open the report.
2. Set the **filters** at the top — almost always **Company** and a **date range** (or period / fiscal year). Some add filters like department, employee or VAT classification.
3. The results refresh as you change filters. Use the column menu to show/hide or sort columns.
4. **Export or print** when you're happy — see [Exporting & Printing Reports](exporting-printing).

## Tips

- **Always set the company and period first** — most SA reports are scoped that way, and statutory totals only make sense within a period.
- For payroll, align the date range to the **payroll period / tax year** (1 March – end February) when reconciling statutory figures.
- If a report looks empty, check the filters (wrong company, period with no posted documents, or documents not yet submitted).

## The reports by area

- [VAT Reports](vat-reports) — VAT analysis and VAT201 support.
- [Payroll Reports](payroll-reports) — payroll register, EMP201, statutory summary, retirement, cost analysis.
- [Labour & COIDA Reports](labour-coida-reports) — Employment Equity and related.

## Next

Start with [VAT Reports](vat-reports).