Run financial reports

Open Reports in the sidebar and select a report — Overview, Profit & Loss, Balance Sheet, Cash Flow, General Ledger, or Trial Balance. Choose All Posted or Approved Only, then, on Profit & Loss, Balance Sheet, Cash Flow, or Trial Balance, select Download CSV to export.

View and export your financial reports. A report renders as soon as you open it — there's no separate "run" step.

Steps

  1. Open Reports in the sidebar.
  2. Select a report: Overview, Profit & Loss, Balance Sheet, Cash Flow, General Ledger, or Trial Balance.
    Growthy Reports Overview page with summary cards and links to each financial report
  3. Choose the filter: All Posted to include all posted entries (unreviewed, approved, and flagged), or Approved Only to include only approved entries. This filter is available on every report.
    Growthy Profit and Loss report with the date filter, report options and the Download CSV button
  4. On Profit & Loss, Balance Sheet, Cash Flow, or Trial Balance, select Download CSV to export. Overview and General Ledger don't have an export option.

On Profit & Loss and Balance Sheet, the Download CSV button opens a menu with CSV — current period and CSV — with comparison. On Cash Flow and Trial Balance, Download CSV exports directly.

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