Generate a Report

You can generate reports to see your company's financial performance over a period of time.

  1. From the sidebar menu, select Reports.
  2. 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.

  3. Change the report type using the options in the dropdown fields.
  4. Choose how you want to export the report:
    • Tablet/Desktop: Select Export and choose a format.
    • Mobile: Select Download PDF.
The report is downloaded to your device.