Reports Overview

In the Reports tab of Insight, you can view and export the following reports:

Forecast reports

  • Profit & loss
  • Balance sheet
  • Cashflow
  • Profit & loss transactions
  • You can also pull a report with profit & loss, balance sheet and cashflow as a pack, keeping all your data together

Forecast assumption reports

  • Payment terms

Management reporting

  • Actual performance vs. Forecast
  • Full year - actuals + forecast
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