Create New Reports

Reports give you a clear, organized view of your business’s financial performance. By tracking income, expenses, outstanding balances, and project progress, you gain the visibility needed to manage cash flow, evaluate profitability, and make informed decisions.

Create new reports

To create new reports:

1. Navigate to the Reports section from the left menu.

2. Click on New Report.

3. Name of the Report.

4. In Report, select a type of report:

Income Statement	Provides a summary of your company's revenues, expenses, and profits over a specific period, showing whether the business is profitable.
Balance Sheet	Displays the company's financial position at a specific point in time, including assets, liabilities, and shareholders' equity.
AR Aging Report (Accounts Receivable Aging Report)	Breaks down outstanding amounts owed by customers, categorized by how long they have been due.
AP Aging Report (Accounts Payable Aging Report)	Lists the company's unpaid bills, categorized by how long they have been outstanding, helping manage cash flow and obligations.
Transaction Report	Shows a detailed list of all financial transactions within a specific period, providing insight into cash flow.
Sales Tax Liability Report	Summarizes sales tax collected and owed to tax authorities, ensuring compliance with tax regulations.
Work In Progress Report	Tracks the costs and progress of ongoing projects, helping monitor budgets and profitability for incomplete projects.

To find more details about the types of reports, see Types of Reports.

1. Select a Report period.

• This year

• Last year

• This year to date

• Last 12 months

• Custom year

1. Once you've filled in the details, select Create and Save.

See Edit a Report to understand how to delete or edit existing reports.

Printing and downloading reports

You can view, print, or download reports in CSV format. Selecting the gear icon lets you toggle whether the Account Number Prefix is included in the report.

With accurate, up-to-date reports at your fingertips, you can confidently steer your business, stay proactive, and ensure long-term financial stability.

See also

To understand more report options, you can check:

• Edit a Report: Learn how to edit and delete an existing report.

• Types of Reports: View more details on the types of reports.