Finished reports are under Reports and analytics. They are the statements the team prepared and shared with your company.
Which reports are there
- Profit and Loss
- Balance Sheet
- Trial Balance
- General Ledger
- Transaction Detail
Open or download one
- Open Reports and analytics.
- Choose a period.
- Open the statement you want to read, or download it.
A delivered report shows a delivery date. If a link cannot be generated, try again in a minute. If it keeps failing, contact support with the report name and period.
If a period is missing
Reports are delivered when the month has been reviewed. A month that is still being closed will not have its reports yet. Check Month-end close to see how far along it is.
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