Generate a Report
You can generate reports to see your company's financial performance over a period of time.
- From the sidebar menu, select Reports.
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Select the type of report you want to generate.
- Balance Sheet
- Income Statement
- Statement of Owner's Equity
- Trial Balance
If you are working on a tablet or desktop, you can see a preview of the report for the current year.
- Change the report type using the options in the dropdown fields.
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Choose how you want to export the report:
- Tablet/Desktop: Select Export and choose a format.
- Mobile: Select Download PDF.
