Financial Reports in CloudOnex Business Suite

The Financial Reports module provides comprehensive insights into your business's financial health through detailed reports and analytics.

Overview of Financial Reports

Available Financial Reports

1. Income & Expenses

   • Income vs. Expense comparison
   • Profit & Loss statements
   • Revenue analysis
   • Expense breakdown

2. Transaction Reports

   • Detailed transaction history
   • Transaction categories
   • Payment methods analysis
   • Transaction trends

Generating Reports

Basic Report Generation

1. Navigate to Reports →Transactions
2. Select report type
3. Choose parameters:
   • Date range
   • Account selection
   • Categories
4. Generate report
5. Export or view results

Key Financial Reports

Income Statement

Access detailed income data:

• Revenue sources
• Income categories
• Time-based comparison
• Growth analysis
• Trend identification

Expense Reports

Track expenses through:

• Expense categories
• Vendor analysis
• Department costs
• Project expenses
• Cost center tracking

Report Features

Filtering Options

Filter reports by:

• Date range
• Account type
• Transaction category
• Customer/Vendor
• Payment method
• Department
• Project

Visualization Tools

View data through:

• Charts and graphs
• Trend lines
• Comparison tables
• Performance indicators
• Visual analytics