Reports home: find the report you need
Reports turn your books into answers: how much you made, what you own and owe, where the cash went, who owes you money. Every report is ready-made and updates as your transactions come in, so there's nothing to build before you can read one.
This article helps you pick the right report and find it on the Reports home.
Reports at a glance
Where to find it
Click Reports in the left sidebar. You land on the Reports home, which lists every report. Opening a report replaces the home with that report, and All reports at the top takes you back.
The reports, by group
Group | Reports |
|---|---|
Financial statements | Profit & Loss, Balance Sheet, Statement of Cash Flow, Expense Categories, Revenue by Client, Profit & Loss by Class, Year-End Summary |
Multi-entity | Consolidated Profit & Loss, Consolidated Balance Sheet, Consolidated Receivables, Consolidated Payables |
Year-end & 1099 | Tax Ready Report, 1099 Vendors |
Detailed | General Ledger, Trial Balance, Receivables Aging, Payables Aging |
Banking | Reconciliation Report |
Which report answers which question
If you want to know | Open |
|---|---|
Did I make money? | Profit & Loss |
What do I own and owe today? | Balance Sheet |
Why did my cash go up or down? | Statement of Cash Flow |
Where is the money going? | Expense Categories |
Who are my best customers? | Revenue by Client |
Which client or project is profitable? | Profit & Loss by Class |
Who owes me, and how late are they? | Receivables Aging |
What do I owe, and what's overdue? | Payables Aging |
What does my accountant need at year end? | Tax Ready Report, 1099 Vendors, Trial Balance, General Ledger |
The Reports home
Tour of the page
- Ask box. Ask Tabby Talk for any report in plain words.
- Suggested questions. Ready-made requests you can send with one click.
- Most used. Live previews of your three main statements.
- Saved reports. Reports you've saved with your own settings.
- New custom report. Starts a conversation with Tabby Talk about the report you need.
- All reports. The full list, with search and filters.
Most used
The three cards show this month's net profit, your equity as of today and this month's net change in cash. Each card has a trend line, the change against the prior period and two supporting figures.
Click a card to open the report for the same period.
Recently viewed
Once you've opened a few reports, a Recently viewed row appears under the cards with your last five. Click one to go straight back to it.
Saved reports
A saved report keeps the report, date range and settings you picked. Each row shows its name, what it's based on, whether it's emailed on a schedule and when it last ran or was sent.
Click a saved report to open it with its settings applied. Point at a row and click the trash icon to remove it. To create one, see Save a report (in the article "Read, adjust, save and export a report").
Find a report
Scroll to All reports.
- Find a report. Search by name, description or what you'd call it. Typing "aging" finds both aging reports.
- Filter. Show one group at a time.
- Favorites. Reports you've starred appear in their own group at the top.
- Star. Point at a report and click the star to pin it to Favorites. Click again to remove it.
- Badges. "New" marks a recent addition, "Popular" a common pick, and "US" a report for US businesses.
Press Enter in the search box to open the first match.
Ask Tabby Talk for a report
Type a request in the ask box, such as "profit and loss for Q2 compared to last year", and press Enter. Tabby Talk opens with your request. The chips under the box do the same with one click: This quarter vs last, Top 5 expenses this year, Who owes me money? and Prepare tax-ready report.
If your search finds nothing, Tabby offers to build the report for you.
[ Screenshot 7: 07-no-match.png ]
Ask Tabby Talk to build a report that isn't in the list.
See Tabby Talk for how requests and credits work.
Common questions
Can I build a report that isn't in the list?
Click New custom report on the Reports home, or describe what you need in the ask box. Tabby Talk builds it from your books.
Updated on: 07/10/2026
Thank you!