Reports
From Reports, you can view, add, and manage financial reports. Use reports to review balances, analyze activity, and share results with others. You can also schedule reports to be emailed to existing users.
Tip: Use the Generate Reports Tutorial to learn how to preview, generate, and access reports from the top‑level navigation bell.
Generate a Report
Generate reports directly from the report’s menu or while adding or editing a report. Select the output you need, such as:
PDF
Excel
Word
The output includes any parameters you specify when adding or editing the report.
Review Details and Drill Into Data
Some reports include links that let you move from summary totals to records.
Select an account or project in the report to open the related record in a new tab.
Use links to review activity without losing your place in the report.
Account and Project Details in Reports
The following reports include drill‑down capabilities.
Tip: Selecting a date in the General Ledger Report opens the originating source record so you can validate subledger transactions.
Understand Reports and Considerations
Keep the following in mind when working with reports.
Some cent amounts or text may appear truncated due to column width. Adjust the column width to display the full value.
Selecting an account number opens the first account that contains data.
You can view only the records you have permission to access.
When printing, print directly from the generated PDF, Excel, or Word file.
For columnar reports, such as income statements and balance sheets, account and description columns must remain visible.