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Reports & exports

The 17 reports — money, taxes, what to make and what to reorder — plus CSV exports and Save as PDF, and how each report is calculated.

3 articles

  1. About reports

    What the 17 reports cover, how they are grouped, which controls each one has, and which report answers which question about your business.

  2. Export a report or your data to CSV

    Download every report except Margin Alerts, Schedule C (COGS) and the Profit dashboard, plus your materials, products and orders, as CSV, even after a lapse.

  3. About the Profit & Loss report

    Revenue minus cost of goods sold minus operating expenses for a period, straight from your ledger, with context lines for inventory purchases and write-offs.