Reports overview
Access financial, GST, and export compliance reports from the Reports page
Reports overview
Access financial, GST, and export compliance reports from a single page. Each report supports date filtering, export to multiple formats, and print-friendly output.
Opening reports
- Click Reports in the sidebar.
- The Reports page displays quick stats at the top and report categories below.
Quick stats
Four KPI cards appear at the top of the page:
| Card | What it shows |
|---|---|
| Revenue | Total invoiced revenue for the selected period |
| Expenses | Total recorded expenses for the period |
| Net Profit/Loss | Revenue minus expenses |
| Export Revenue | Revenue from export invoices only |
Financial reports
| Report | Description |
|---|---|
| Profit & Loss Statement | Revenue, expenses, and net profit or loss for a period |
| Balance Sheet | Assets, liabilities, and equity at a point in time |
| Trial Balance | All account balances to verify debits equal credits |
| Ledger Reports | Transaction-level detail for individual accounts |
| AR Aging | Outstanding receivables broken down by age bucket |
| AP Aging | Outstanding payables broken down by age bucket |
Tax reports
| Report | Description |
|---|---|
| GSTR-1 | Outward supply details for GST filing |
| GSTR-3B | Monthly GST summary return |
| TDS Summary | TDS deducted and deposited, grouped by section |
FEMA reports
| Report | Description |
|---|---|
| Export Summary | SOFTEX/EDF filing status, e-FIRC status, eBRC status, and realization percentage for every export invoice |
The Export Summary report includes eBRC status badges (Pending, Applied, Received, Not Required) and colour-coded realization percentages. See eBRC compliance for details on the January 2026 GSTIN requirement.
Exporting and printing
Most reports support multiple export formats. Click the export button in the report header to choose:
| Format | Use case |
|---|---|
| CSV | Import into spreadsheets or accounting tools |
| Excel | Formatted workbook with column headers |
| Share with auditors or print for records |
Click Print for a print-friendly version that opens your browser's print dialog.
Note: You need the reports.export permission to see export buttons. If they are missing, ask your team admin to grant the permission.
Related articles
- Profit & Loss Statement — Revenue and expenses for a period
- Balance Sheet — Financial position at a point in time
- Trial Balance — Verify account balances
- Ledger Reports — Transaction-level account detail
- AR Aging — Outstanding receivables by age bucket
- GSTR-1 — Outward supply details for GST
- GSTR-3B — Monthly GST summary return
- Export compliance report — FEMA compliance across export invoices
- eBRC compliance — GSTIN and invoice details for Bank Realization Certificates
- Date ranges — How date presets and fiscal year selectors work