Reports
Every report, and exporting them
Find every report, export it to CSV, save a view you use often, and get reports emailed on a schedule.
AccountingReportsAll reports groups every report by the question it answers.
Which reports are there?
- How you're going: Profit and loss, Balance sheet, Cash summary and Budget vs actual.
- Who owes what: Aged receivables (customers who owe you) and Aged payables (suppliers you owe).
- For your accountant: Trial balance, Account transactions, Bank reconciliation and Foreign currency gains and losses.
Sales, purchases and payroll each have more reports in their own menus.
How do I export a report?
Open it, set the dates and filters, and choose Export CSV. The file opens in Excel, Numbers or Google Sheets.
How do I save a view?
- Set up the report the way you like it.
- Choose Save view, name it and save.
It shows under Saved views on the reports page.
How do I get a report emailed on a schedule?
- On the reports page, choose New schedule, or Schedule email on a report.
- Pick the Report and what it's Covering, like last month.
- Set How often and the day.
- Add who to Send to and choose Schedule.
Scheduled reports go only to your team or an accountant you've connected. You can pause, edit or delete a schedule from its menu.
Next
Something wrong on this page? Tell us
Last updated on