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

# Reporting

> Configure the sign convention used by Financials outputs

Open **Admin → Financials → Reporting** to configure the sign written when a
financial figure leaves the app. These settings affect outputs, not the unsigned
amounts or colors shown on Financials screens.

## Reference Frames

* **Flow** signs money in as positive and money out as negative. It expresses
  the net cash effect on the business.
* **Type** makes activity in an Invoice Type's expected direction positive. It
  presents losses and recoveries as positive magnitudes.

[Reference Frames](/financials/reference-frames) explains both conventions and
when their signs differ.

## Company-Wide Export Settings

The page has an independent **Flow / Type** choice for each export surface:

* **Invoices**
* **Overview**
* **Reserve Update**
* **Event Export**
* **Smart Tags**

The Invoice and Overview choices apply to [Company Event Financials
exports](/financials/pages/event-financials-page#exporting-invoices) and their
event-scoped equivalents where applicable. The current tab values are a draft:
unsaved changes remain visible until **Save** commits them or **Discard**
restores the saved values. Validation prevents an invalid draft from saving.

<Frame caption="Default company-wide export settings. All five export surfaces use the Flow frame and Invoice type overrides are off.">
  <img src="https://mintcdn.com/ai-insurance-fmv1/tjWzafT19EGxllXd/assets/app/financials/pages/financials-configuration-reporting.png?fit=max&auto=format&n=tjWzafT19EGxllXd&q=85&s=eb437f55846610b19b665d9883e324e0" alt="Financials Configuration Reporting page with Flow selected for Invoices, Overview, Reserve Update, Event Export, and Smart Tags, and Invoice type overrides turned off." width="1280" height="900" data-path="assets/app/financials/pages/financials-configuration-reporting.png" />
</Frame>

## Invoice Type Overrides

Turn on **Invoice Type overrides** when an eligible Invoice Type and export
surface need a frame different from the company-wide setting. Use **Add
Override** to choose the valid type/surface pair, then remove an existing row to
return it to the company-wide frame. The selector excludes duplicate and
ineligible combinations; for example, Reserve Update overrides are available
only for reserve-bearing types.

With the switch off, every type follows its company-wide setting. Turning it
off after overrides exist asks for confirmation because those rows will be
removed. Overrides do not change the underlying amounts, colors, or which
figures appear in the UI.

<Frame caption="Three invoice type overrides in a Reporting draft. Indemnity uses Type for Reserve Update, ALAE uses Type for Event Export, and Coverage Expense uses Type for Smart Tags.">
  <img src="https://mintcdn.com/ai-insurance-fmv1/W_IA3PRXY2TMwk4x/assets/app/financials/pages/reporting-three-overrides.jpg?fit=max&auto=format&n=W_IA3PRXY2TMwk4x&q=85&s=04476568b0c3e68592979ccc41ca61c8" alt="Reporting configuration with Invoice type overrides enabled and three rows: Indemnity Reserve Update Type, ALAE Event Export Type, Coverage Expense Smart Tags Type, plus Add Override, Discard, and Save controls." width="1280" height="720" data-path="assets/app/financials/pages/reporting-three-overrides.jpg" />
</Frame>
