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.
- ✓scheduled report runner
- ✓Excel & PDF exports
- ✓month-end financial close
- ✓audit-ready statements
- ✓tax filing reports
- ✓custom report builder
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.