Generate Your Custom Financial Reports Follow
Steps to Generate Your Custom Financial Reports
1. Access Reports
To make a financial report, you must go to the "Report Center." This section is like a room in your dashboard where all the reporting tools are kept. After you log in, you can easily find it on the screen. Once you're there, you're ready for the next step!
2. Choose Report Type
Next, you'll decide which type of report you want to create. You have a few options:
- Profit & Loss Report: This shows how much your business made and spent over time.
- Balance Sheet: This shows you what your business owns (like cash and equipment) and what it owes (like loans or unpaid bills).
- Custom Report: Here, you can mix and match different information to create a report that suits your needs.
Pick the one that matches what you're looking for!
3. Apply Filters
Now, it’s time to narrow the information to focus on exactly what you want to see. You can add filters to your report, like asking the system only to show you the details you care about. For example, you can choose:
- Date Range: Show information from specific months or years.
- Franchise Location: Pick which location or branch of your business you want to look at.
- Account Type: Select specific accounts, like sales, expenses, or inventory.
These filters help you zoom in on the important bits of information.
4. Review and Customize
Once your report is ready, you can closely examine the details. You can drill into certain report parts if you want more specific information. This means you can click on certain numbers or sections to see where those numbers come from and learn more about them. It’s like peeling back layers of an onion to get to the core!
5. Export for Analysis
You can export your report if you want to do more. This means you can send the information to a file, like an Excel spreadsheet, to take a closer look. You can make charts and graphs or play around with the data in Excel to see even more details. It’s a great way to dig deeper into the numbers!
6. Schedule Reports
If you don’t want to make the same report repeatedly, you can schedule it to be created automatically. You can choose how often you want the report to be made—daily, weekly, or monthly. Once it’s set up, AutyFi will create the report for you when you choose, so you don’t have to worry about doing it manually!
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