Overview
Create comprehensive reports for accounting, tax filing, and auditing purposes.
Report Types
Transaction Reports
Export all transactions with detailed information:- Transaction history
- Profit/Loss calculations
- Cost basis tracking
- Capital gains/losses
Tax Reports
Generate tax-compliant reports:- Form 8949 (Capital Gains)
- Schedule D
- Income reports
- Custom tax worksheets
Accounting Reports
Standard accounting reports:- Balance Sheet
- Income Statement
- General Ledger
- Trial Balance
Creating a Report
1
Select Report Type
Choose the type of report you need
2
Configure Parameters
Set date range, filters, and options
3
Preview Report
Review the report data before exporting
4
Export
Download in your preferred format (PDF, CSV, XLSX)
Export Formats
- PDF: Professional reports for sharing
- CSV: For importing into other tools
- XLSX: Excel-compatible spreadsheets
- JSON: For API integrations
Scheduling Reports
Automate report generation:
Set up recurring reports to be:
- Generated automatically
- Delivered via email
- Saved to your account
Custom Reports
Create custom reports with:- Custom date ranges
- Filtered data sets
- Specific columns
- Custom calculations