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Financial reports and planning

Run a financial report for an accounting tag

Select a tag and period to inspect its subset of posted native accounting.

Updated 2026-11-11

Reports by tag analyzes posted native accounting for a project, location, team or other permitted tag. Choose the report, tag and dates, then select Run tagged report. The workspace checks native report access and company book setup before showing the result.

Tagged profit-and-loss, balance-sheet and General Ledger reports use Accrual. The cash-flow view retains reviewed cash-activity allocations. Read the report type and basis before comparing it with another statement or an operational label elsewhere in the workspace.

Inspect account drilldown when a tagged amount needs explanation. An empty result means no matching tagged activity was found for the selected scope; it does not establish that the whole company had no activity.

Use Export complete CSV for the complete tagged result when available. The export retains source and book revisions. Keep the selected tag and period with the file, and refresh report setup if permissions or book settings changed before preparing a new result.

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