How to create special and custom reports

1. The basics

1. 1Open Reports.
2. 2Pick the report you want: profit and loss, income by source, expenses by category, customer balances, sales by product, payroll or sales tax.
3. 3Set the date range — this month, this quarter, this year, or any two dates you choose.
4. 4The figures rebuild instantly as you change the range.

2. Narrowing it down

1. 1Filter by customer to see everything one customer has ever bought and paid.
2. 2Filter by category to see every dollar spent on one thing — fuel, rent, supplies.
3. 3Filter by bank account to see one account's activity on its own.
4. 4Compare two periods side by side to see whether you are up or down.

3. Printing, saving and sharing

1. 1Click Print on any report — choose Save as PDF in the print dialog to make a PDF.
2. 2Click Export to get a spreadsheet file you can open in Excel or send to your accountant.
3. 3For the whole year in one go, use the Annual Report tab: it writes the narrative, draws the charts and produces the accountant's copy for you.

Cannot find the cut of the numbers you want? Ask the AI Accountant in plain English — it reads your real books and answers.