Money
Reports
A business overview and a library of reports for every part of the business, with charts and Excel export.
Last updated 23 Oct 2026
Business Overview
Profit and loss for the period: sales, cost of goods, gross profit, expenses and net profit.
All Reports
A library grouped by area: Sales, Customers, Stock, Purchases, Expenses, Money, Tax, HR, Fleet, Projects and more. Each report has cards at the top, a chart, a table, and Export to Excel. Choose the dates and the location.
Who sees which reports
- Each group of reports needs its permission (for example Project reports).
- The company chooses which reports appear in Company Profile → Reports.