About essential reports

Essential reports can be used view your business’ performance. When running the reports you can view more detail about each of the values on the reports to see how they are calculated. To access these reports, click Reports. You can export these reports as a CSV or PDF.

Essential reports include:

  • Profit and Loss. Sometimes known as an income statement, this report shows your business’ income, expenses, and net income (or loss) for a particular period.
  • Balance Sheet. See a snapshot of the worth of your business from the day you started trading, up to the date you specify.
  • Trial Balance. View the balance on each ledger account in a specified date range.