BBS Knowledge Base

Report

Alice Koh

Last Update há 8 meses

What is Report?

A report is a structured document or presentation that provides information, analysis, and recommendations on a specific subject or set of subjects. Reports are used to communicate findings, track performance, inform decision-making, and document processes or events. They can vary widely in format and purpose depending on their intended audience and objectives.

Balance Sheet

Account > Report > Balance Sheet

Balance Sheet in Report

1. Select the Company and the date, then hover to the generate button to choose between viewing in web browser or get a downloadable PDF.

Trial Balance

Account > Report > Trial Balance

Trial Balance in Report

1. Select the Company, choose between year to date or month to date.

a. If year to date, proceed to pick a date.b. If month to date, proceed to pick a range of date.

2. Hover to the generate button to choose between viewing in web browser or get a downloadable PDF.

Profit and Loss

1. Select the company and the report type.

a. If 12 months, proceed to pick a date.b. If 1 month, proceed to pick a date.c. If cost center, proceed to pick a date and enter the cost center code.

2. Hover to the generate button to choose between viewing in web browser or get a downloadable PDF.

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