> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Run Operational Reports

> Navigate the reports hub, select report categories, configure filters and date ranges, and export results as CSV or PDF.

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.

<Info>
  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.
</Info>

<Info>
  You need the `flights.read` permission. Financial reports additionally require `accounting.read`
  and financial access enabled for your role.
</Info>

## Prerequisites

* Data must exist in the system (trips, flight logs, expenses, crew records) for reports to return results.

## Navigate to Reports

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](/en/reference/report-types) reference for a full catalog of every report, its filters, and output columns.

## Run a report

<Steps>
  ### Step 1: Select a report

  On the Reports hub, scroll to the relevant category section and click the report card.

  ### Step 2: Configure filters

  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).

  <Tip>
    For year-end reporting, set the date range to the full calendar year (Jan 1 -- Dec 31). For
    quarterly reviews, use the quarter boundaries.
  </Tip>

  ### Step 3: Generate and review results

  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.
</Steps>

## Export results

<Steps>
  ### Step 1: Generate the report

  Run the report with your desired filters.

  ### Step 2: Export

  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.
</Steps>

<Tip>
  For reports you run regularly, bookmark the report URL with your filter parameters. The URL
  preserves the date range and filter selections.
</Tip>

## Build a custom report

If the standard reports do not meet your needs:

<Steps>
  ### Step 1: Create the report

  Navigate to **Reports > Custom Report** and click **Create Custom Report**.

  ### Step 2: Configure the data source and columns

  Select the data source (flights, expenses, passengers, etc.), choose which fields to include, set filter criteria, and define the sort order.

  ### Step 3: Run and save

  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.
</Steps>

<Warning>
  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.
</Warning>

## Related

<CardGroup cols={2}>
  <Card title="Reports: Aircraft" href="/reference/reports-aircraft">
    Detailed reference for all 10 aircraft and fleet reports.
  </Card>

  <Card title="Reports: Financial" href="/reference/reports-financial">
    Detailed reference for all 8 financial reports.
  </Card>

  <Card title="Reports: Crew" href="/reference/reports-crew">
    Detailed reference for all 6 crew and scheduling reports.
  </Card>

  <Card title="Reports: Maintenance" href="/reference/reports-maintenance">
    Detailed reference for all 8 maintenance and operations reports.
  </Card>
</CardGroup>