Reports: the basics

Run any report for any dates, compare periods, save views and export.

Updated 3 November 2026 · Plain 0.110.0

  1. Go to Reports and choose a report from the list on the left.
  2. Set From and To (or As at), and Tracking if you use it.
  3. Tick Compare with the same period last year if you want a comparison.
  4. Select Update report.
The report centre: update (1), export (2) and print (3).
ReportUse it to
Executive summarySee performance, position and cash in one page
Cash flow statementSee where cash came from and went
Profit & lossSee income, costs and profit for a period
Balance sheetSee what the business owns and owes on a date
Trial balanceCheck debits equal credits
Aged receivables / payablesSee who owes you and whom you owe, by age
Account transactionsDrill into every line in an account
Journal reportSee every posted entry
Bank reconciliationCompare Plain with your bank statement
BTW reconciliationCheck BTW accounts against coded lines
Cutover checkCompare Plain with your previous system

Select any amount to see the transactions behind it. Select ☆ Add to favourites to keep a report at the top of the list.

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