Generate a report

/reports lists every report type CiviQ supports. Each card shows the title, description, and the formats it can produce (PDF, XLSX, or both). The exact list of report types is loaded from the backend, so it may grow over time.

Steps

1. 1
   Open Reports in the sidebar
2. 2
   Tap the card for the report you want

   The Generate dialog opens with that report's title.
3. 3
   Fill in any inputs the report asks for

   Inputs vary per report — common ones are month, year, or financial year.
4. 4
   Tap "Generate report"

   CiviQ shows a toast: "Report queued — it'll appear in Recent reports when ready".
5. 5
   Watch the "Recent reports" card on the right

   Status flows Queued → Generating… → Ready. Tap "Download PDF" or "Download XLSX" when the badge turns Ready.