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Find and Open the Correct Muhasib Report

Find and Open the Correct Muhasib Report

Overview

This guide will help you select the report or inquiry that answers your operational question without changing source data.

The selected read-only view is ready for scoped filtering and interpretation.

Who can do this

You need access to The report's own view permission and authorized company/data shown.

Before you start

State the question, subject, company, date/as-of basis, required detail, and whether you need current state, history, movement, balance, or forecast.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → relevant workspace module → Reports/Inquiries.

Find and Open the Correct Muhasib Report

Step 1: Use Inquiry for source-document search and status/detail where available

Step 2: Use Ledger for opening, movement, and running/closing balance

Step 3: Use Summary for grouped totals and Report for the named analysis

Step 4: Use History for old/new master or transaction changes

Step 5: Use Dashboard/Forecast for analytical or forward-looking views

Step 6: Confirm the screen title before applying filters

Check your work

Confirm its grain, date semantics, entities, totals, and source drill-down match the original question.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

  • A similarly named report may use a different grain or cutoff.
  • Missing menu items can indicate permission, subscription, setting, or inactive-feature restrictions.

What to do next

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