# Insights & Reporting

Review real-time financials, explore P\&L, Balance Sheet, Cash Flow, AR/AP Aging, and build customizable reports you can share, schedule, and export instantly.

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### **Financials**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-chart-column">:chart-column:</i>  Financials:</td><td><h4>Overview</h4></td><td>See P&#x26;L, Balance Sheet, Cash Flow, and AR/AP Aging in one spot.</td><td></td><td></td><td><a href="/pages/OKwJ4EWb9xaGVLHWNAg4">/pages/OKwJ4EWb9xaGVLHWNAg4</a></td></tr><tr><td><i class="fa-chart-column">:chart-column:</i>  Financials:</td><td><h4>Downloading Financials in Digits</h4></td><td>Export P&#x26;L, Balance Sheet, Cash Flow, or Aging reports as Excel files.</td><td></td><td></td><td><a href="/pages/dT35i4HHfXsvTD5UZHQv">/pages/dT35i4HHfXsvTD5UZHQv</a></td></tr></tbody></table>

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### **Custom Reports**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-sliders">:sliders:</i>  Custom Reports:</td><td><h4>Creating a Custom Report</h4></td><td>Build branded reports with charts, layouts, summaries, and flexible views.</td><td><a href="/pages/63yjW8Fz2pMTjPHuOtu4">/pages/63yjW8Fz2pMTjPHuOtu4</a></td></tr><tr><td><i class="fa-sliders">:sliders:</i>  Custom Reports:</td><td><h4>Saving &#x26; Sharing Custom Reports</h4></td><td>Collaborate, comment, and share draft or final custom reports securely.</td><td><a href="/pages/nYYEcFGGcHa9AGcvtxLs">/pages/nYYEcFGGcHa9AGcvtxLs</a></td></tr><tr><td><i class="fa-sliders">:sliders:</i>  Custom Reports:</td><td><h4>Scheduling Custom Reports</h4></td><td>Automate monthly draft or final reports for clients or firm-wide delivery.</td><td><a href="/pages/gMeDXe2pnA4v8ZdhyoPy">/pages/gMeDXe2pnA4v8ZdhyoPy</a></td></tr></tbody></table>

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