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Produce reports

When you display a report , you can easily modify the format, content and appearance  to show what you need.

You can then print or email the report You can also  export reports so they can be viewed and edited in other programs.

Hot tip… If you store your company file online, you can invite others to access your company file so they can prepare the reports they need.  For example, your accountant could access your company file and view reports without you having to email them.

example profit and loss statement

Customise reports

There are many reports that can help you monitor your business. If the default reports don't meet your needs, customise them to show the information and appearance you want.

You can:

When you save the customised report it'll be added to your reports list, so you can use it later.

Report groups

In the Index to Reports window, reports are arranged into the following tabs. Take a look at the reports you can produce:

Not sure which reports to run? Check out our frequently used reports .

Reports window