How to Run Financial Reports
Available reports
Go to Financial → Reports to run standard financial statements for your account:
- Trial Balance
- Cash Flow Statement
- Profit & Loss Statement
- Summary Report
Running and exporting a report
- Select the report type you want.
- Set the period or filters the report offers.
- Click "Export" to download it.
Each report reflects your account's actual activity for the period you select — review the figures in the exported file itself rather than relying on this guide for any specific numbers.
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