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Reports & Analytics
Business insights and reporting
Articles in Reports & Analytics
The five reports that matter in week one
Start hereThere are about fifty reports. Five of them tell you almost everything you need in your first weeks — what came in, what is owed, who is coming back, and how the business is doing overall.
Exporting reports for your accountant
Which reports your accountant actually wants, how to export them as CSV, who is allowed to, and why the totals will not match your bank statement.
Finding the right report
How the report library is organised, the four bundles, which reports answer common questions, picking dates, and who can print and export.
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