Financial reports give you a snapshot of your business. There are dozens of reports that tell you about different aspects of your business. Some focus on sales, others focus on your spending, and some look at parts of each.
Here's an overview of how to run basic reports.
And if you want more details, you can customise reports to focus on specific accounts or filter for specific things.
Run basic financial reports
Go to Reports.
Use the Find report by name search bar to search for reports by name. You can also browse the list.
Select the report to open it.
Note: If you change the dates or add filters to the report, select Run report to apply them.
Select Smart page breaks to automatically keep items that belong in the same group together and break to the next page at logical areas for ease of reading when you print, email, or save a report.
Note: The option to print using smart page breaks will vary based on the report you are in.
Repeat page header
Select Repeat page header and we will automatically make sure the header appears on every page of the report you are printing, emailing, or saving.
Format printed reports
You can adjust the layout of your reports before you print. In the Orientation dropdown, select Portrait or Landscape. If you are printing wide reports, select Landscape from the Orientation dropdown.
Enter or update recipient email address, subject, email body and report title.
Select Send.
Note: To send a report to multiple email recipients, separate the email addresses using a comma and space. (Example: test_email@hotmail.com, email_test@yahoo.com, email_test@intuit.com).
