Start with the business question, then choose a report that measures it.
1. Open Reports
Go to Reports. Use search to find the report name or subject.
2. Choose the measure
Use Profit and Loss for profit, Balance Sheet for the position at a date, and Cash Flow for cash movement. Use Invoice Details for document activity, Age Debt for customer debt, or Payables Aging for supplier debt.
3. Set the scope
Confirm the business, period or as-of date, currency, and any status filter. A period’s sales, cash received, and unpaid balances are different measures.
4. Export the reviewed view
After checking the figures, use the report’s available Export choices to download the selected view.