Report Generator

Create professional, customized reports with charts, accounting tables, and analytics for presentations and financial analysis. The Report Generator uses a simple 3-step wizard to guide you through the process and supports multi-page reports for more detailed documents.

How to Generate a Report

  1. Go to "Reports" in the navigation menu (under Main)
  2. Follow the 3-step wizard to create your custom report

Step 1: Template & Settings

Choose a starting point for your report.

  • Select a Template: Choose from pre-built templates including chart-based reports and accounting report templates, or create your own
  • Name Your Report: Enter a name for your report
  • Set Date Range: Use quick presets (Last Month, Last 3 Months, etc.) or choose start and end dates

Accounting Report Templates

The following accounting report templates are available with pre-configured layouts and structured financial tables:

  • Income Statement: Revenue, expenses, and net income over the selected period
  • Balance Sheet: Assets, liabilities, and equity at a point in time
  • Cash Flow Statement: Cash inflows and outflows across operating, investing, and financing activities
  • General Ledger: Detailed transaction records for all accounts
  • Accounts Receivable Aging: Outstanding customer payments grouped by age
  • Tax Summary: Tax-related totals for the selected period
Tip: Accounting reports are generated directly from your transaction records, with no Chart of Accounts setup required.

Step 2: Layout Designer

Design your report using drag-and-drop functionality.

  • Add Charts: Choose from 30+ chart types across categories like Revenue, Expenses, Financial, Geographic, Customers, Returns, and more
  • Add Elements: Include text labels, images, date ranges, summary statistics, and tables
  • Add Accounting Tables: Insert structured financial tables with section headers, subtotals, and grand totals, available when using accounting report templates
  • Drag and Drop: Click and drag elements to position them on the canvas
  • Resize: Select an element and drag the corner handles to resize
  • Customize: Use the properties panel to adjust colors, fonts, borders, and alignment
  • Alignment Tools: Align and distribute multiple elements using the toolbar
  • Undo/Redo: Use Ctrl+Z and Ctrl+Y to undo or redo changes

Multi-Page Reports

Reports can span multiple pages for more detailed documents.

  • Add Page: Use the "Add Page" button in the bottom to add a new page
  • Delete Page: Use the "Delete Page" button to remove the current page
  • Page Navigation: Scroll through pages in the designer. All pages are stacked vertically

Step 3: Preview and Export

Review your report and export in your preferred format.

  • Preview: See how your finished report will look. All pages are displayed in a scrollable view
  • Page Numbers: Multi-page reports automatically display "Page X of Y" for easy reference
  • Export Format: Choose PNG, JPEG, or PDF
  • Export: Select your save location and click "Export"
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