Reports

Export a report

4 min readUpdated on 12/20/2025

Reports are useful for bookkeeping, business review, and sharing clean information with partners.

Open reports, choose the period, then export the view you need. Use shorter periods for daily checks and monthly periods for business review.

PDF exports are better for sharing. Spreadsheet exports are better for deeper analysis.

Before sending a report, review that the period, totals, and payment methods match the question you want to answer.

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