Reports
How to Use the Reports Dashboard
Who this is for: Accountants who want a trend view across a company’s finalized...
How to Download a Financial Report as PDF
Who this is for: Accountants and clients who want a saved copy of a...
How to View and Download Your Financial Reports
Who this is for: Clients whose accountant publishes reports to the client portal. What...
How to Access a Shared Financial Report
Who this is for: Clients who received a financial report link from their accountant....
How to Deliver a Financial Report to Clients
Who this is for: Accountants sending a finalized report to their clients. What you’ll...
How to Finalize a Financial Report
Who this is for: Accountants ready to lock a draft report before delivering it....
How to Generate AI Commentary for a Financial Report
Who this is for: Accountants who want to add a narrative summary to a...
How to Read the KPI Scorecard
Who this is for: Accountants and clients reading the KPI sections of a report....
How to Add a Revenue Forecast to a Report
Who this is for: Accountants who want to project a client’s revenue and expenses...
How to Set a Budget and Show Budget vs Actual
Who this is for: Accountants who want to compare a client’s actual results against...
How to Build Custom KPIs in a Report
Who this is for: Accountants who want to show tailored metrics beyond the standard...
How to Reuse Report Templates Across Your Firm
Who this is for: Firms that produce the same style of report for many...
Understanding the Report Section Catalog
Who this is for: Accountants deciding which sections to include when building a report....
How to Edit Report Sections
Who this is for: Accountants tailoring which sections appear in a report and in...
How to Customize and Preview a Financial Report
Who this is for: Accountants preparing a draft report before finalizing it. What you’ll...
How to Create a Financial Report
Who this is for: Accountants and bookkeepers who prepare monthly or custom CFO reports...