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Reports

Generate comprehensive reports to gain insights into your business finances and operations.

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Report Categories

Financial Reports

P&L, Balance Sheet, Cash Flow

Payroll Reports

Payroll summaries and tax reports

Custom Reports

Build your own reports

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Quick Reports

Access frequently used reports:
  • Profit & Loss Statement
  • Balance Sheet
  • Cash Flow Statement
  • General Ledger
  • Accounts Payable Aging
  • Expense Summary

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Report Features

Every’s reporting tools include:
  • Real-time Data - Reports always reflect current data
  • Customization - Filter, sort, and customize any report
  • Scheduling - Set up automatic report delivery
  • Export Options - PDF, Excel, CSV formats
  • Sharing - Email reports to stakeholders
  • Dashboards - Visual data representations

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Creating Reports

1

Select Report Type

Go to Reports and choose a report template
2

Set Parameters

Choose date range, filters, and groupings
3

Customize

Add or remove columns, apply sorting
4

Generate

Click “Run Report” to generate
5

Save or Export

Save configuration or export report

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Report Filters

Filter reports by:
  • Date Range - Custom dates, quarters, fiscal periods
  • Accounts - Specific accounts or categories
  • Departments - Department-level reporting
  • Vendors - Vendor-specific data
  • Employees - Individual or group reporting
  • Status - Paid, pending, approved, etc.
Saved filters can be reused for future reports

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Scheduled Reports

Automate report delivery:
  1. Create and customize your report
  2. Click “Schedule”
  3. Choose frequency (daily, weekly, monthly)
  4. Select recipients
  5. Set delivery time and format
  6. Activate schedule

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Report Dashboards

Visual dashboards for quick insights:
  • Key performance indicators (KPIs)
  • Trend charts and graphs
  • Budget tracking
  • Cash flow projections
  • Department spending
  • Payroll costs

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Exporting Reports

Export options:
FormatBest For
PDFPrinting, sharing, archiving
ExcelFurther analysis, charts
CSVData imports, integrations
Google SheetsCollaborative editing

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Report Security

Control report access:
  • Role-based report visibility
  • Department-level restrictions
  • Sensitive data masking
  • Audit trail of report access
  • Secure report sharing links
Ensure financial reports are only accessible to authorized personnel

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Report Templates

Pre-built templates for common needs:
  • Month-end close reports
  • Board meeting packages
  • Tax preparation reports
  • Audit documentation
  • Budget planning reports
  • Investor updates

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Comparative Reporting

Compare periods:
  • Year-over-year comparisons
  • Month-over-month trends
  • Budget vs actual
  • Previous period analysis
  • Multi-year trends
Use comparative reports to identify trends and make data-driven decisions

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Real-time Dashboards

Live data visualization:
  • Cash position
  • Upcoming payments
  • Payroll costs
  • Revenue trends
  • Expense breakdown
  • Key metrics

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Report Insights

AI-powered insights:
  • Anomaly detection
  • Spending patterns
  • Cost-saving opportunities
  • Budget variance explanations
  • Trend predictions

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Mobile Reports

Access reports on mobile:
  • View key reports on phone
  • Quick insights
  • Push notifications for key metrics
  • Mobile-optimized formats

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Support and Training

Get help with reporting:
  • Report library documentation
  • Video tutorials
  • One-on-one training
  • Report consultation services
  • Community templates