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Getting Started with Financial Reports in Sumung

The Reports section gives you on-demand financial statements and detailed breakdowns of your customers, vendors, and accounts.

Steps

  1. From the left sidebar, click Reports.
  2. The Financial Reports page opens, organized into four sections: Financial statements, Customers, Vendors, and Detailed reporting.
  3. Use the Search reports box in the top right to jump directly to a report by name.
  4. Click View report under any report card to open it.

Good to Know

Related Articles

  • Understanding the Profit & Loss Report
  • Exporting and Sharing a Report

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