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By the end of this guide, you will have selected the right report, configured filters and date ranges, generated results, and exported them as CSV, PDF, or Excel.
The Operations module must be enabled for your workspace. You also need the appropriate operations permissions. Contact your workspace administrator if you cannot access these features.
You need the flights.read permission. Financial reports additionally require accounting.read and financial access enabled for your role.

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Prerequisites

  • Data must exist in the system (trips, flight logs, expenses, crew records) for reports to return results.
Open the Operations sidebar and click Reports under the Financial group. Breadcrumb path: Ops > Reports Reports are grouped into six categories on the hub page: Aircraft & Fleet, Crew & Scheduling, Financial, Passengers, Maintenance, and Other. See the Report Types reference for a full catalog of every report, its filters, and output columns.

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Run a report

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Step 1: Select a report
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On the Reports hub, scroll to the relevant category section and click the report card.
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Step 2: Configure filters
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Every report opens with a Filters card. Set the Date Range (required on all reports) and any additional filters such as Aircraft, Crew Member, or Status. Some reports have filters specific to their content (e.g., expense category, fuel vendor).
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For year-end reporting, set the date range to the full calendar year (Jan 1 — Dec 31). For quarterly reviews, use the quarter boundaries.
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Step 3: Generate and review results
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Click Generate Report. Results appear as a sortable, paginated table. Click any column header to sort. Many reports also include charts and a summary card with totals.

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Export results

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Step 1: Generate the report
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Run the report with your desired filters.
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Step 2: Export
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Click the Export button in the top-right corner of the breadcrumb bar and select CSV, PDF, or Excel. The file downloads to your browser’s default download location.
For reports you run regularly, bookmark the report URL with your filter parameters. The URL preserves the date range and filter selections.

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Build a custom report

If the standard reports do not meet your needs:
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Step 1: Create the report
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Navigate to Reports > Custom Report and click Create Custom Report.
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Step 2: Configure the data source and columns
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Select the data source (flights, expenses, passengers, etc.), choose which fields to include, set filter criteria, and define the sort order.
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Step 3: Run and save
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Click Run to preview. If you want to reuse this report, click Save. Saved custom reports appear in the “Other Reports” section of the hub.
Reports reflect data as of the time they are generated. If flight logs or expenses are entered after a report is exported, regenerate the report to capture the updated data.

Reports: Aircraft

Detailed reference for all 10 aircraft and fleet reports.

Reports: Financial

Detailed reference for all 8 financial reports.

Reports: Crew

Detailed reference for all 6 crew and scheduling reports.

Reports: Maintenance

Detailed reference for all 8 maintenance and operations reports.
Last modified on April 11, 2026