Reports

More than 50 reports, from the profit and loss to the data integrity check. All of them update as you work.

Find them under Reporting Reports. Every role can view reports. The page opens on a tile for each category; open one to see its reports, or search all of them from the bar at the top.

Using a report

• Choose the period at the top of the report.
• Favourite a report (the star on its tile) to pin it above the categories.
• Print it, or Copy as CSV to paste into a spreadsheet.
• Reports not on your plan are marked Upgrade to unlock.

Reports marked * are on every plan. The rest need Growth or above unless noted.

Financial statements

Profit & loss*, P&L by month, P&L by quarter, P&L comparative, P&L by entity (Scale), Balance sheet*, Balance sheet comparative, Consolidated balance sheet by entity, Cash-flow statement*, Executive summary*, Key ratios.

Receivables

AR aging summary*, AR aging detail, Customer statements summary, Overdue invoices*, Payments received*.

Sales

Sales by customer*, Sales by item, Discounts given*, Sales by month, Invoice register*, Quote conversion, Recurring revenue.

Customer & product insights

Customer insights — how often and how recently each customer buys, average spend, days to pay, how often they pay on time, quote win rate, and a segment (New, Active, At risk, Lapsed). Product & service performance — quantity, revenue, change on the period before, margin, number of customers and when each item last sold.

The same figures appear on each record: the Insights and Items bought tiles on a customer (sales and growth, gross profit and margin, payments and credit, rank and relationship), and the Performance and Customers tiles on a product or service.

Payables

AP aging summary, AP aging detail, Bills awaiting approval, Bill payments, Supplier statements summary.

Purchases & expenses

Purchases by supplier, Expenses by category*, Expense claims by employee, Mileage log.

Banking & cash

Bank reconciliation summary*, Unreconciled transactions*, Cash position by account*, Cash movements by month.

Payroll

On the Scale plan: Payroll summary, Payroll by employee, Payroll liabilities, Leave balances.

Inventory

Inventory valuation, Stock movements, Gross margin by item, Purchase order status, Items to reorder.

Tax

VAT return summary*, VAT detail*, Tax rates used.

Budgets & forecasts

Budget vs actual, Budget vs actual by month, Cash-flow forecast (13 weeks).

Accounting & audit

Trial balance*, General ledger*, Journal report, Account transactions*, Manual journals, Audit trail report*, Depreciation schedule, Data integrity check*, FX gains & losses, Currency exposure, Sales by currency.