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A balance sheet is a snapshot of a company's assets, liabilities, and equity at a specific point in time.
A Balance Sheet Comparison analyzes changes in a company's assets, liabilities, and equity between two or more periods, highlighting trends and areas of financial improvement or concern.
A Balance Sheet Detail provides an in-depth breakdown of each line item on a balance sheet, offering specific information about the composition and valuation of assets, liabilities, and equity.
A Balance Sheet Summary is a condensed version of the balance sheet, presenting the major categories of assets, liabilities, and equity to provide a high-level overview of a company's financial position.
The Statement of Cash Flows reports the movement of cash both into and out of a company during a specific period, categorized into operating, investing, and financing activities.
A business snapshot is a concise overview of a company's current state, covering key aspects like financial performance, market position, and operational efficiency.
A Custom Summary Report is a tailored document that presents specific financial or operational data, formatted to meet the unique needs and priorities of its intended audience.
A Profit and Loss (P&L) statement, also known as an income statement, summarizes a company's revenues, costs, and expenses over a specific period to determine its net profit or loss.
A Profit and Loss by Customer report breaks down a company's profitability by individual customer, showing the revenue, costs, and profit associated with each customer relationship.
A Profit and Loss by Month report provides a monthly breakdown of a company's revenues, costs, and profits, offering insights into seasonal trends and financial performance over the course of a year.
A Profit and Loss by Tag Group Report categorizes income and expenses based on custom tags, providing a detailed view of profitability across different segments or projects within a business.
A Profit and Loss Comparison report analyzes and contrasts the financial performance of a business over different periods, highlighting changes in revenue, costs, and profitability to identify trends and areas for improvement.
A Profit and Loss Detail report provides a comprehensive breakdown of all income and expense transactions, offering a granular view of a company's financial performance by listing each individual transaction that contributes to the overall profit or loss.
A Profit and Loss % of Total Income report shows each line item on the profit and loss statement as a percentage of total income, allowing for easy comparison of expenses and profitability relative to overall revenue.
A Profit and Loss Year-to-Date (YTD) Comparison report compares a company's financial performance from the beginning of the current year to the same period in previous years, highlighting trends and changes in revenue, costs, and profitability.
A Profit and Loss Year-to-Date (YTD) Comparison report compares a company's financial performance from the beginning of the current year to the same period in previous years, highlighting trends and changes in revenue, costs, and profitability.
A Quarterly Profit and Loss Summary report provides a consolidated overview of a company's financial performance for each quarter of the fiscal year, highlighting key metrics such as revenue, cost of goods sold, gross profit, operating expenses, and net income.