Access the Module:
Go to the Reporting section from the left-hand menu.Choose Your Category:
For compliance and transactional data: use Statements.
For performance analytics: go to Reports.
Select Report Type:
Use dropdowns or tabs to pick the specific report you need (e.g., “PnL by Range”, “Marketing Report”).Apply Filters:
Set date ranges, categories, departments, or custom filters to narrow down the data.Export or Print:
All reports can be exported in formats like Excel, PDF, or CSV. Share with stakeholders or use for filings.
Use Cases
Accountants: Use TDS, GST, Accrual, and Cash reports for compliance.
Managers: Use PnL and Revenue reports to assess team or department performance.
Marketing Teams: Monitor campaign results and lead conversion via the Marketing Report.
CEOs & Founders: Quickly scan all financials to make high-level decisions.