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Use financial reports to generate convenient summaries of your company information. These reports allow you to show others in your organization how the company is performing, to provide input for your annual accounts, and to compare the result with either the budget or the previous fiscal year.
Use the Central Data section on the Financial reports tab to set the reports you want to use, for example Balance Sheet, Profit & Loss, or Capital Statements. Then specify the models to be used for the reports for each company/fiscal year, and define the categories and ledger accounts you want to be displayed in the financial reports.
The actual reports can be viewed in Power BI. In the Power BI Settings section, specify the Isah Finance data the reports are to be based on, for example, a report model or a budget for the Balance Sheet or Profit & Loss report. You can use Power BI Desktop and the Power BI app to interact with the financial reports. The Power BI app allows you to share the reports with your manager or external parties, design dashboards, and name favorites.
Note: See Installation and Configuration of Isah Finance for the installations and configurations required for generating financial reports.
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