The platform comes with pre-made financial reports so you can conveniently access them to analyze and make informed business decisions about your profits, losses, balances, and cash flows.
This knowledge article provides instructions for accessing, configuring, and downloading financial reports.
Accessing the financial report
Navigate to Reports and access See All [Reports]. Under the Reports Menu, click Financials.
Configuration
You can select the report type at the top and customize it to meet your requirements. Utilize the filter options to narrow down or broaden the scope as needed. After making your changes, click Submit to apply them.
Downloading your report
Now that your report has been configured, click Export to download it onto your local machine.
TIP: You can use the other available buttons to:
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View - Open your report in a pop-up window.
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+ Save View - Save the current view of the configured report.
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⭐Add to Favorites - Set the report as a favorite. You can easily get back to this by clicking the “Reports” main page.