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
-
Income & Expenses
- Income vs. Expense comparison
- Profit & Loss statements
- Revenue analysis
- Expense breakdown
-
Transaction Reports
- Detailed transaction history
- Transaction categories
- Payment methods analysis
- Transaction trends
Generating Reports
Basic Report Generation
- Navigate to Reports →Transactions
- Select report type
- Choose parameters:
- Date range
- Account selection
- Categories
- Generate report
- 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