Finance Reports
Generate reports on your costs, revenue, or outstanding amounts to help with decision-making and audits.
What you can do
- Filter records by project, event, company, or date
- Summarize results by category or status
- Export finance reports to CSV
How to generate a report
- Go to the Finances section
- Use filters for relevant records (time period, category, project)
- Click Export or Generate report
- Download the report file
Best practice Use reports for planning, forecasting, and to back up audits—export regularly for safe record keeping.
Related guides
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