Reports

The Reports page is the analytical view of your business. Unlike the Overview, it lets you filter by date range to see exactly how a month, quarter, or year performed.

What you can see

• Income received from clients (via receipts)
• Expenses and vendor payments (money out)
• GST collected on sales versus input tax credit from expenses and bills
• Outstanding — what clients still owe you and what you still owe vendors

1. Pick a date range

   Choose the period you want to analyse — for example, a GST filing quarter.

2. Read the breakdown

   Review income, expenses, GST, and outstanding figures for that period.

3. Use it for filing

   Use the GST-collected and ITC figures to support your GST returns.

4. Print or export

   Use Download PDF or Print at the top of the page to save or print a report for the selected date range. The PDF includes the summary figures and the underlying invoices, receipts, bills, expenses, and payments for that period.