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
Select Report Type
Choose the type of report you need
Configure Parameters
Set date range, filters, and options
Preview Report
Review the report data before exporting
Export
Download in your preferred format (PDF, CSV, XLSX)
- 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
Save frequently used report configurations as templates for quick access.
