Busy Accounting · Busy reports
Busy Reports: Web and Mobile Access Planning
Owners and accounts staff usually need a selected report, not a remote session controlling the entire Busy desktop. Start with the reports they read, the companies they may see and how current the data must be.
This guide scopes a report-viewing setup. Confirm the enabled portal, supported reports, mobile access, user permissions and connector prerequisites for your account. It does not promise every Busy report, a native app or continuous availability.
Illustrative workflow
Choose a report
Set the report category, company, financial period and party filters.
Obtain mapped data
Use the configured connector and record its last successful update.
Apply reader scope
Validate the selected user's company and report permissions.
Read and reconcile
Display the report context and compare important figures with the Busy source.
Keep the report categories distinct
Use this taxonomy to agree the report set. The actual fields and availability need confirmation against your installation.
Party ledger
Opening and closing balances, dated transactions and debit/credit breakdown for a selected party.
Bill-by-bill outstanding
Receivables/payables, invoice references, due dates, age and pending amount.
Sales and purchases
Sales summary, customer/item performance, vendor purchase rows and bill details.
Stock, tax and MIS
Inventory movement, tax, payment and receipt reports; custom management information with agreed calculations.
Report access or desktop access?
This compares access patterns rather than claiming that all desktop setups have the same limitations.
On a narrow screen, scroll the table horizontally to read every column.
| Question | Desktop/remote session | Scoped report view |
|---|---|---|
| What can the user do? | Use the permitted desktop functions | Read the configured report set |
| How current is it? | Depends on the source/session | Depends on connector refresh and successful updates |
| Who sees which company? | Confirm installation permissions | Confirm user and company access rules |
| What happens on failure? | Restore session/source access | Show stale/unavailable state and use an agreed fallback |
Confirm the reader's access boundaries
Agree who can see each company, party and report, how users authenticate, and what exports they may retain. Validate separation with permitted test users before sharing financial data. A unified dashboard alone does not prove company isolation or security.
Pick reports for the decision
A wholesaler may read outstanding bills, a manufacturer stock movements, and a multi-location retailer sales by company. These are hypothetical tasks. Define the fields and filters rather than assuming an industry-specific dashboard.
Prepare the report list and freshness requirement
Provide the Busy version, company/financial-year list, intended readers and required reports. Agree a source connection, mapped calculations, update status, exception owner and comparison against Busy. Confirm web/mobile support and any native app separately. A report viewer does not by itself send WhatsApp messages or write transactions.
Questions about Busy reports
Does report reading require remote desktop?
A configured report-viewing setup can provide an alternative for its selected reports. Confirm the deployment and fallback: it does not establish access to every desktop feature or remove source/connector requirements.
Can staff see only their customer ledgers?
Specify the user, company and party scope and validate it in an authorized test setup. Do not assume that a report filter alone enforces permission.
Is there a mobile app and real-time refresh?
Confirm supported browsers and any native app for your account separately. Agree refresh timing and last-update/error handling; this guide does not promise instant or uninterrupted updates.
Which reports can we view?
Use ledger, bill-by-bill outstanding, sales/purchase and stock/tax/MIS as a scoping list. Confirm available reports, fields and custom calculations against the enabled connector and Busy version.
Choose the next workflow
Review privacy terms and the Legal Center. Confirm support and availability in your signed service agreement.
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