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 wiFew readersRead, adjust, save and export a report
This article covers the controls every report shares, how to see what's behind a number, and how to save or send a report once it looks right. Read and adjust a report Every report shares the same layout and controls. This section uses Profit & Loss as the example. Tour of a report All reports. Back to theFew readersFinancial statements: Profit & Loss, Balance Sheet, Cash Flow and more
The financial statements are the reports you'll open most. This article explains what each one shows and what its key numbers mean. Open any of them from Reports in the left sidebar. Profit & Loss Income, expenses and net profit for any period. The key numbers are Revenue, Expenses, Net profit and Profit margin. The statement runs from Income, through Cost of services to Gross profit, then Operating expenses to Net profit. An "Uncategorized" line with a Needs reviewFew readersAging, ledger, tax and multi-entity reports
Beyond the financial statements, Tabby has reports for chasing what you're owed, closing the year and handing your books to an accountant. This article explains each one. Detailed reports General Ledger Every transaction by account, with running balances. The key numbers are Total debits, Total credits and Entries. ![Each account shows its opening balance, latest entries and ending balance.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/01-general-ledgerFew readers