Support: Reports

Viewing Standard Financial Reports

Overview
GlassJar offers a variety of built-in financial reports to help monitor performance, track income and expenses, and meet tax requirements.

To Access Reports:

1. Navigate to the Reports tab from the left menu.
   
2. Browse or search for the report you need (e.g., Profit and Loss, Balance Sheet).
   
3. Select the report to open and view the data.
   

Commonly Used Reports:

• Profit and Loss – Shows income and expenses over a selected period.
  
• Balance Sheet – Displays assets, liabilities, and equity at a point in time.
  
• Cash Flow – Tracks inflow and outflow of cash.
  

Customizing Reports

Overview
You can personalize reports to focus on specific details, date ranges, customers, or departments.

To Customize a Report:

1. Open any report from the Reports tab.
   
2. Click Customize in the upper right.
   
3. Adjust filters such as:
   
   • Date Range
     
   • Accounts
     
   • Customer/Vendor
     
   • Classes or Tags (if enabled)
     
4. Choose how data is grouped or sorted.
   
5. Click Run Report to view changes.
   

Tip: Save a customized report layout for future use.

Saving and Scheduling Reports

Overview
Save time by storing frequently used reports and scheduling automatic delivery via email.

To Save a Report:

1. After customizing a report, click Save Customization.
   
2. Enter a name and assign to a report group if desired.
   
3. Access saved reports under the Custom Reports tab.
   

To Schedule Report Emails:

1. Open a saved report.
   
2. Click Set Email Schedule.
   
3. Choose frequency (daily, weekly, monthly).
   
4. Enter recipient emails and message.
   
5. Select Save and Enable.
   

Exporting Reports to PDF or Excel

Overview
Export reports to PDF for printing or Excel for further analysis outside of GlassJar.

To Export a Report:

1. Open the desired report.
   
2. In the upper right, click the Export icon.
   
3. Choose Export to Excel or Download PDF.
   
4. Save the file to your device.
   

Tips:

• Use Excel to create graphs or do custom calculations.
  
• PDFs are useful for sharing static reports with clients or auditors.
  

Creating Comparative and Year-over-Year Reports

Overview
Track business growth by comparing financial data across different time periods.

To Create a Comparative Report:

1. Open a standard report (e.g., Profit and Loss).
   
2. Click Customize.
   
3. Under Compare another period, choose options like:
   
   • Previous period
     
   • Previous year
     
   • Year-to-date
     
4. Select whether to show dollar or percentage change.
   
5. Click Run Report.
   

Tip: Use comparison features to support financial planning and review seasonal trends.