> ## Documentation Index
> Fetch the complete documentation index at: https://docs.coincile.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Reporting

> Generate financial reports and exports

## Overview

Create comprehensive reports for accounting, tax filing, and auditing purposes.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/coincile/images/reports-page.png" alt="Reports page" />

## 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

<Steps>
  <Step title="Select Report Type">
    Choose the type of report you need

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/coincile/images/select-report-type.png" alt="Select report type" />
  </Step>

  <Step title="Configure Parameters">
    Set date range, filters, and options

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/coincile/images/report-configuration.png" alt="Configure report" />
  </Step>

  <Step title="Preview Report">
    Review the report data before exporting
  </Step>

  <Step title="Export">
    Download in your preferred format (PDF, CSV, XLSX)
  </Step>
</Steps>

## 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:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/coincile/images/schedule-reports.png" alt="Schedule reports" />

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

<Tip>
  Save frequently used report configurations as templates for quick access.
</Tip>