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module · reports

reports

scheduled reports, exports, financial close, audit-ready statements.

reports module screenshot
replace with /assets/img/modules/reports.png
what it does

key capabilities.

the reports module ships with everything you'd expect from a tier-one platform — and a few things you wouldn't.

how it works

three steps.
one workflow.

the reports module is designed around a clear three-step flow. progressive disclosure means you see what you need, when you need it.

1

design report

pick metrics, dimensions, filters. preview live data.

2

schedule run

daily, weekly, monthly — outputs to Excel, PDF, or email.

3

audit-ready

every report retains a snapshot. tax season is a five-minute job.

screenshots
reports list view · /assets/img/modules/reports-list.png
reports detail view · /assets/img/modules/reports-detail.png
reports edit form · /assets/img/modules/reports-edit.png
reports reports · /assets/img/modules/reports-reports.png
pairs well with

see reports running.

the fastest way to evaluate the reports module is to see it in our live demo. fully-loaded sandbox, no installation, link in your inbox in 60 seconds.