Financial Reports

Financial Reports are available to summarize and assess the impact of lessee and lessor leases on the financial books. Note that these reports are only available if Advanced Analytics Mode is enabled in Financial Organization Structure.

To access the reports, click Main Menu > Reporting Module > Financial Reports, and select the required report.

The Financial Reports can be filtered, if required. The reports can also be copied into custom dashboards for further customization. To copy the Financial Reports, click > Duplicate Page.

There are three financial reports available:

Income Statement Report
Balance Sheet Report
Cash Flow Report

To set the date range for the report:

In the filter panel on the left, click next to the Date Selection filter.
Disable the Single Option switch if you would like to configure multiple date ranges for the report.
In the Time Period field, set whether you would like to configure a "Date Range" or "Dynamic Date Range". A Dynamic Date Range allows you to set the date range for days, weeks, months, or years rather than selecting a set of specific dates.
Depending on the selected Time Period, set the range.
Click Add Range to add the new date range. Note that if Single Option is enabled, you cannot add more than one range.
Optionally, set the Timezone.
Click Save.