> ## Documentation Index
> Fetch the complete documentation index at: https://every.help/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports Overview

> Access financial and operational reports in Every

## Reports

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

### Report Categories

<CardGroup cols={2}>
  <Card title="Financial Reports" icon="trending-up" href="/reports/financial-reports">
    P\&L, Balance Sheet, Cash Flow
  </Card>

  <Card title="Payroll Reports" icon="receipt" href="/reports/payroll-reports">
    Payroll summaries and tax reports
  </Card>

  <Card title="Custom Reports" icon="table" href="/reports/custom-reports">
    Build your own reports
  </Card>
</CardGroup>

### Quick Reports

Access frequently used reports:

<Tabs>
  <Tab title="Financial">
    * Profit & Loss Statement
    * Balance Sheet
    * Cash Flow Statement
    * General Ledger
    * Accounts Payable Aging
    * Expense Summary
  </Tab>

  <Tab title="Payroll">
    * Payroll Summary
    * Tax Liability Report
    * Employee Earnings
    * Deduction Summary
    * YTD Payroll Totals
  </Tab>

  <Tab title="Operational">
    * Vendor Summary
    * Department Spending
    * Budget vs Actual
    * Transaction History
    * Bill Payment Status
  </Tab>
</Tabs>

### 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

### Creating Reports

<Steps>
  <Step title="Select Report Type">
    Go to **Reports** and choose a report template
  </Step>

  <Step title="Set Parameters">
    Choose date range, filters, and groupings
  </Step>

  <Step title="Customize">
    Add or remove columns, apply sorting
  </Step>

  <Step title="Generate">
    Click "Run Report" to generate
  </Step>

  <Step title="Save or Export">
    Save configuration or export report
  </Step>
</Steps>

### 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.

<Note>
  Saved filters can be reused for future reports
</Note>

### 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

### Report Dashboards

Visual dashboards for quick insights:

* Key performance indicators (KPIs)
* Trend charts and graphs
* Budget tracking
* Cash flow projections
* Department spending
* Payroll costs

### Exporting Reports

Export options:

| Format        | Best For                     |
| ------------- | ---------------------------- |
| PDF           | Printing, sharing, archiving |
| Excel         | Further analysis, charts     |
| CSV           | Data imports, integrations   |
| Google Sheets | Collaborative editing        |

### Report Security

Control report access:

* Role-based report visibility
* Department-level restrictions
* Sensitive data masking
* Audit trail of report access
* Secure report sharing links

<Warning>
  Ensure financial reports are only accessible to authorized personnel
</Warning>

### 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

### Comparative Reporting

Compare periods:

* Year-over-year comparisons
* Month-over-month trends
* Budget vs actual
* Previous period analysis
* Multi-year trends

<Tip>
  Use comparative reports to identify trends and make data-driven decisions
</Tip>

### Real-time Dashboards

Live data visualization:

* Cash position
* Upcoming payments
* Payroll costs
* Revenue trends
* Expense breakdown
* Key metrics

### Report Insights

AI-powered insights:

* Anomaly detection
* Spending patterns
* Cost-saving opportunities
* Budget variance explanations
* Trend predictions

### Mobile Reports

Access reports on mobile:

* View key reports on phone
* Quick insights
* Push notifications for key metrics
* Mobile-optimized formats

### Support and Training

Get help with reporting:

* Report library documentation
* Video tutorials
* One-on-one training
* Report consultation services
* Community templates