The everyday problem
Two reports can disagree because they are answering different questions. Before investigating a number, compare their date ranges, company selection and any filters that affect the included records.
A workable process
Write down the exact scope shown on each screen. Check whether you are comparing a full day with a partial day or one branch with all branches. Drill into a small sample of underlying entries using the available workflow and identify what one report includes that the other does not.
A practical example
A manager compares a daily summary opened before closing with a register exported after the final sales. The difference may be later transactions rather than a calculation problem. Matching the observation time gives the team a fair basis for comparison.
Before you finish
Save the report parameters with the review note. If the difference remains after matching scope, provide the specific reports and sample references to support rather than reporting only that totals do not match.
Try this check with your team
Write down the company, start and end dates, document status, included transaction types and value definition for each report. Choose one known bill that should appear in both, then inspect its treatment before comparing the complete totals.
What the result tells you
If the sample differs, resolve the scope first. A report of sales value and a report of collections can both be correct while showing different totals, because invoice dates and payment dates do not always coincide.
See this workflow in Speed Plus.
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