> For the complete documentation index, see [llms.txt](https://docs.crewcost.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.crewcost.com/documentation/reporting-and-resources/reports/types-of-reports.md).

# Types of Reports

This page gives an overview of the standard financial and operational reports available in **CrewCost**. Understanding each report type helps you analyze performance, monitor cash flow, and make informed business decisions.

{% hint style="info" %}
If you want to create a new report using any of these report types, follow the steps [here](/documentation/reporting-and-resources/reports/create-new-reports.md).

If you need to edit or delete an existing report, refer to the instructions on the[ **Edit a Report**](/documentation/reporting-and-resources/reports/edit-a-report.md) page.
{% endhint %}

#### **Accounts Payable Aging (AP Aging)**

Shows all unpaid vendor bills, grouped by the length of time they have been outstanding.\
**Use it for:** Monitoring upcoming obligations, planning cash flow, and staying on top of overdue payments.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2FW8Ohqkc4seYtQDBfxLoX%2Fimage.png?alt=media&amp;token=e1158827-1934-4e5f-8a3d-c7e3255796ce" alt=""><figcaption></figcaption></figure>

#### **Accounts Receivable Aging (AR Aging)**

Displays outstanding customer invoices, organized by how long they have been due.\
**Use it for:** Identifying late payments, improving collection efforts, and managing incoming cash flow.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2FRUux3LVRogH5od5oFSpX%2Fimage.png?alt=media&amp;token=4df4c830-fcf6-447e-a8f6-cb0220afe81f" alt=""><figcaption></figcaption></figure>

#### **Balance Sheet**

Provides a snapshot of your company’s financial position at a specific point in time, including assets, liabilities, and equity.\
**Use it for:** Understanding overall financial health and assessing liquidity and sustainability.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2FvqsRtChhznJSlgdjNFPp%2Fimage.png?alt=media&amp;token=53ff9d3d-cec0-4133-a5aa-2d8fb6f77d1f" alt=""><figcaption></figcaption></figure>

#### **Balance Sheet Comparison**

Compares balance sheet values from two different periods.\
**Use it for:** Tracking financial growth, analyzing changes in assets and liabilities, and identifying trends.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2FJjTUhRDnTBbZE7X6UpQj%2Fimage.png?alt=media&amp;token=d857827d-42a1-42b4-ae74-58ee173327ef" alt=""><figcaption></figcaption></figure>

#### **General Ledger**

Shows a detailed record of all accounts and their transactions for a selected period.\
**Use it for:** Auditing, reconciliation, and verifying the accuracy of accounting entries.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2FimRrEk977r5nAFFFZjXA%2Fimage.png?alt=media&amp;token=8be88b7b-ea9f-47b9-a3b4-09d40387bb1c" alt=""><figcaption></figcaption></figure>

#### **Income Statement**

Summarizes revenues, expenses, and profit or loss for a specific period.\
**Use it for:** Assessing whether the business is profitable and evaluating cost structure and performance.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2Fo4cA71lvAJpwna3m4yP1%2Fimage.png?alt=media&amp;token=6e5a0ecd-4909-4524-9b95-93390517bc87" alt=""><figcaption></figcaption></figure>

#### **Income Statement by Month**

Breaks down income and expenses month by month within a selected period.\
**Use it for:** Identifying seasonal patterns, tracking monthly performance trends, and monitoring budget alignment.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2FQBwK7xc8Gm8J1KnKecw9%2Fimage.png?alt=media&amp;token=a32d6072-61e5-4912-9ef0-bc772c734ab4" alt=""><figcaption></figcaption></figure>

#### **Income Statement Comparison**

Compares income statements across two different periods.\
**Use it for:** Evaluating growth, analyzing revenue and cost impacts over time, and identifying performance shifts.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2FfZlpwcWeyiLLoa1XmZpy%2Fimage.png?alt=media&amp;token=054d123d-070a-456e-afb5-7a91a76ae768" alt=""><figcaption></figcaption></figure>

#### **Journal Entry Report**

Lists all manual journal entries created within a given period.\
**Use it for:** Reviewing adjustments, validating accounting corrections, and ensuring accuracy in financial reporting.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2FsbLyn0WJH4eSSvVb1uxW%2Fimage.png?alt=media&amp;token=53451703-11f4-40b8-b133-553b62db4600" alt=""><figcaption></figcaption></figure>

#### **Sales Tax Liability Report**

Summarizes sales tax collected and the amount owed to tax authorities.\
**Use it for:** Staying compliant with tax regulations and preparing tax filings.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2FVICxboMIt6aKNPzcCCwH%2Fimage.png?alt=media&amp;token=263259d4-c0f1-4c45-91e7-b3702b6b1239" alt=""><figcaption></figcaption></figure>

#### **Transaction Report**

Displays all financial transactions recorded during a selected period.\
**Use it for:** Audits, reconciliations, and obtaining a full picture of cash movement.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2Ff7hdFFYTusg2ymSInfaL%2Fimage.png?alt=media&amp;token=5b348626-3fba-4b9f-8309-19e8fd317617" alt=""><figcaption></figcaption></figure>

#### **Trial Balance**

Shows all account balances (debits and credits) at a specific point in time.\
**Use it for:** Ensuring the ledger is balanced, preparing financial statements, and detecting posting errors.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2Fce7iBgrCeiw3xtUyWDsO%2Fimage.png?alt=media&amp;token=bbdc10f9-960b-4268-b152-0f87985b9e53" alt=""><figcaption></figcaption></figure>

#### **Work In Progress (WIP) Report**

Tracks financial progress for ongoing projects, showing cost accumulation, billable amounts, and estimated profitability.\
**Use it for:** Monitoring project health, preventing budget overruns, and forecasting earnings.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2FR2SyOt2kSFXP3Fy9GFI9%2Fimage.png?alt=media&amp;token=4372f901-b1c5-4ac2-b7e2-088a60ba1280" alt=""><figcaption></figcaption></figure>

### **Why These Reports Are Important**

These reports play a critical role in your financial visibility and operational control:

* **Monitor financial health:** Reports allow you to evaluate profitability, expenses, and overall performance with accuracy.
* **Improve cash flow management:** AR and AP reports help you identify outstanding payments and upcoming obligations.
* **Support strategic decisions:** With updated financial and operational data, you can make informed decisions that impact growth and stability.
* **Ensure compliance:** Reports like the Sales Tax Liability Report help maintain accurate tax records.
* **Track project performance:** WIP reports show how projects are financially progressing before they are finished.

Accurate reporting empowers your team to plan, optimize processes, and maintain long-term financial stability.

### See also

To explore more topics on CrewCost, you can check:

* [Setting Up Recurring Transactions](/documentation/accounting-transactions/set-up-recurring-transactions.md): Learn how to create and manage recurring transactions to automate repeated financial entries, save time, and ensure consistency in your accounting records.
* [Bulk Data Import:](broken://pages/wTWF6fo7gBEO5t5UEU2U)  Learn how to upload large volumes of financial or operational data at once, streamlining onboarding, reducing manual entry, and keeping your system accurate and up to date.
