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Financial reports

We know how important it is for you to understand how your company is performing. For an easy way to see this, or to check on transactions posted to your accounts, there are several useful reports available in Modules > Financials including:

• Audit trail reports
• Balance sheet report
• Profit and loss report
• Budget report
• Trial balance report

You can start reporting on your transactions as soon as you enter them into your software.

To generate a financial report in Sage Instant Accounts

1. Modules > Financials.

2. From the toolbar, click the report you want to run, for example, Profit & Loss.

3. Select the print output you want to use > Run.
4. If a Criteria window appears, enter any required criteria > OK.

To generate a financial report in Sage Instant Accounts Plus and Sage 50 Accounts

1. Modules > Financials > Reports.

   Tip: You can also run some reports by clicking the relevant option on the Financials toolbar, for example, Profit & Loss.

2. In the left-hand pane, click the report area, for example, Budgets.
3. In the right-hand pane, select the report you want to run, for example, Budget Report.
4. From the Report Browser toolbar, click the action you want to take, for example, Print or Preview.
5. If a Criteria window appears, enter any required criteria > click OK.

Tip: To make this even easier, you can add reports to your Favourites. Find out more