View reports and choose a period
Choose the business and period before reading a report. Different reports can show different figures depending on document types and filters.
Choose the screen you use for SmartBill:
- Open Reports in the side menu.
- Choose the report you need, such as income, expenses, or profit and loss.
- Choose the period and check the available filters.
- Use the download or export option if that report provides one.
- Tap the account picture and open Reports.
- Select the report and period.
- Scroll through the figures and check their headings and totals.
- For a wide report with many columns, you can continue on your computer using the same account.
If a figure looks wrong, check the period, business, and documents behind it. Available reports depend on the business type and plugins. This guide explains using the app; ask your accountant about reporting decisions.