Business reports summarize how your organization is performing without exporting spreadsheets first. See how to view and manage invoices and how to record and review expenses to keep source data current.
Open reports
- Select Reports in the left navigation.
- Choose the reporting basis: invoiced accrual or collected cash.
- Pick a period such as month, quarter, year, or a custom date range.
Read the summary
- Review Revenue totals and VAT breakdown for the selected period.
- Compare Expenses and deductible amounts against revenue.
- Check profit, margin, and trend cards to spot changes quickly.
Export when needed
- Use CSV, Excel, or PDF export when you need to share figures externally.
- Refresh the page after confirming new invoices or expenses so totals stay current.