> For the complete documentation index, see [llms.txt](https://docs.mifos.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mifos.org/mifosx/user-manual/for-all-users/reports/standard-reports-shipped-in-mifos-x.md).

# Standard Reports Shipped in Mifos X

In Mifos X, all the data being generated while handling Loan Accounts, Saving Accounts, Clients, Accounting, Funds etc can be viewed through the **Reports** tab. The most commonly used reports are shipped with the Mifos X download. Other reports are available as part of our Mifos Business Intelligence Suite built on Pentaho, a free open-source business intelligence application.&#x20;

The Standard Reports in MifosX are generally categorized into six groups:&#x20;

1. Clients
2. Loans
3. Savings
4. Funds
5. Accounting
6. XBRL&#x20;

### Running Standard Reports

1. Click on 'Reports' tab and choose the type of report you want to generate.

<figure><img src="/files/4lFpyr5UwlLa1TpsxsPx" alt=""><figcaption></figcaption></figure>

&#x20;  2\. Once you choose the type of report, the next window shows all the reports under that category (in this example, the *Accounting* type is selected):

<figure><img src="/files/tx1ZgY4wQ4m2BeX7Hj6o" alt=""><figcaption></figcaption></figure>

&#x20;  3\. Select the report you want to generate (in this example, *Balance Sheet* is selected):

<figure><img src="/files/IfyoD35xmc7jedVpxocj" alt=""><figcaption></figcaption></figure>

&#x20;    4\. As shown in the image above, the output type of reports can be selected from a drop-down menu. You can generate Reports in any one of the three formats, namely:\
\&#xNAN;*i. Excel*\
\&#xNAN;*ii. PDF*\
\&#xNAN;*iii. CSV*

<figure><img src="/files/dnFp8d1rtMlaR2IgNort" alt=""><figcaption></figcaption></figure>

\
&#x20;    *5.* Click on 'Run Report' to generate the report for viewing in the specified format.&#x20;

### Related articles

* Page:[Manage Funds](/mifosx/user-manual/for-administrators-mifos-x-platform/administration/organization/manage-funds.md)
* Page:[Manage Reports](/mifosx/user-manual/for-administrators-mifos-x-platform/administration/system/manage-reports.md)
* Page:[XBRL Reporting](/mifosx/user-manual/for-all-users/reports/xbrl-reporting.md)
* Page:[Standard Reports Shipped in Mifos X](/mifosx/user-manual/for-all-users/reports/standard-reports-shipped-in-mifos-x.md)
* Page:[Custom Reports](/mifosx/user-manual/for-all-users/reports/custom-reports.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.mifos.org/mifosx/user-manual/for-all-users/reports/standard-reports-shipped-in-mifos-x.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
