Reports

All sections of the Report module

Financial Reports
Description SoftLedger enables agile business decisions with real-time financial reporting. View your consolidated and unconsolidated custom Financial ...
Wed, 1 Nov, 2023 at 3:25 PM
Trial Balance
TABLE OF CONTENTS Description Data Filters Additional Actions Important Considerations Description The Trial Balance is a standard report in accoun...
Wed, 30 Aug, 2023 at 5:13 PM
Journal Report
Description The Journal Report allows you to see a full list of Journal Entries with all their detail. You can filter, adjust columns and export the d...
Tue, 7 Mar, 2023 at 7:38 PM
General Ledger Reports
Description The General Ledger gives the starting and ending balance per ledger account for a date period, along with the activity (journal entries) dur...
Wed, 30 Aug, 2023 at 5:10 PM
Budget Reports
Description View your Budgets vs. Actuals for set periods and filters from this report. Navigate to Reports>Budget to view a Budget vs. Actual Report f...
Thu, 23 Mar, 2023 at 5:11 PM
SoftLedger Analytics | Dashboard
TABLE OF CONTENTS Description What is Metabase Resources Metabase Documentation - LINK SoftLedger Analytics Video Demo - LINK Description This fe...
Fri, 23 Feb, 2024 at 12:36 PM