---
id: UJ-026
title: Produce financial, tax, and management reports
actors: [OWNER, ADMIN, ACCOUNTANT]
surface: app.zync.is/reports
goal: Inspect, export, and share a traceable view of tenant performance and statutory data.
trigger: Authorized user selects report, period, filters, and output format.
preconditions:
  - Required reporting permission; source documents/payments/tax settings exist.
success_state: Report renders from current permitted source data or an export job completes with a signed artifact.
source_specs:
  - docs/specs/2026-05-30-reports-analytics.md
  - docs/specs/2026-05-31-reports-navigation-hub.md
  - docs/specs/2026-05-31-ar-aging-report.md
  - docs/specs/2026-05-31-profitability-reports.md
  - docs/specs/2026-05-31-project-analytics.md
  - docs/specs/2026-06-01-financial-statements.md
  - docs/specs/2026-06-01-israeli-tax-reports.md
  - docs/specs/2026-06-01-bituach-leumi.md
  - docs/specs/2026-06-01-uniform-format-export.md
  - docs/specs/2026-06-01-customer-statement.md
  - docs/specs/2026-06-01-ita-einvoice.md
  - docs/specs/2026-06-01-scheduled-reports.md
---

## Happy path

1. User chooses report and period → Zync loads permission-filtered source data and applies tenant/user timezone and currency rules.
2. User applies dimensions such as customer, project, status, tax, or aging bucket → report recalculates with explicit population/denominator semantics.
3. User views dashboard/table/chart → can drill into permitted source documents.
4. User exports CSV/XLSX/PDF or schedules delivery → Zync creates a direct response or asynchronous export job with status and signed download.
5. User verifies totals against source documents/audit trail → report remains traceable to the chosen period and filters.

## Alternate and failure paths

- No data → show a truthful empty report, not zero data that implies an error-free business state.
- Export timeout/expired URL/unsupported format → job remains inspectable and retryable without duplicate data.
- Tax/configuration gap → mark affected rows or block statutory export according to source spec.

## Permissions and boundaries

- ACCOUNTANT is limited to financial reports/exports; report access does not grant document editing.
- Every export is tenant-scoped, audited, and expires according to artifact policy.

## Source specs

- `docs/specs/2026-05-30-reports-analytics.md`
- `docs/specs/2026-05-31-reports-navigation-hub.md`
- `docs/specs/2026-05-31-ar-aging-report.md`
- `docs/specs/2026-05-31-profitability-reports.md`
- `docs/specs/2026-05-31-project-analytics.md`
- `docs/specs/2026-06-01-financial-statements.md`
- `docs/specs/2026-06-01-israeli-tax-reports.md`
- `docs/specs/2026-06-01-bituach-leumi.md`
- `docs/specs/2026-06-01-uniform-format-export.md`
- `docs/specs/2026-06-01-customer-statement.md`
- `docs/specs/2026-06-01-ita-einvoice.md`
- `docs/specs/2026-06-01-scheduled-reports.md`