How do I generate a report?¶

Step 1. Go to Reports in the sidebar and click the report you want — for example Profit & Loss or Balance Sheet.

Step 2. Choose the period and the company (and any filters specific to that report). The report updates on screen.

Step 3. To save or share it, click Download and choose PDF or Excel (.xlsx). The Financial Statements report is the exception — its Download button offers PDF or Word (.docx) instead.

The file is named so it's easy to find later — for example Profit-and-Loss.xlsx.

Tip: the Customer Statement report is designed to be downloaded as a PDF and emailed to a customer.

What reports are available?

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How do I generate a report?¶

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