Business Overview Reports

Accessing Business Overview Reports

1. Select the 'Reports' option in the side navigation bar.
   
   
   
   
2. Within the Reports section, locate the category of Business Overview reports. You may find options such as 'Balance Sheet Summary', 'Horizontal Balance Sheet', 'Income Statement' and more.
   
   
3. Click on the specific report you wish to access. For instance, select 'Balance Sheet Summary' among the available reports.
   
   
   
   
4. Set the date range for the report. You can choose a specific date, month, quarter, or year for the balance sheet summary.
   
   
   
   
5. Click the "Apply" button to create the balance sheet summary report based on the selected date range. The balance sheet summary report will be displayed, presenting a snapshot of your company's financial position. This typically includes assets, liabilities, and equity.
   
   
   
   
6. In addition, you have the flexibility to export the report to Excel by a straightforward click on the Excel icon, or print a hard copy for record-keeping. Furthermore, you can download the report for offline access and printing, and if preferred, maximize the view for a more detailed examination.