This is the complete list of reports, organized into the same categories as the Reports menu. Open any of them from the Reports Center or the Reports menu, then set dates and options. The marquee reports have their own detailed pages, linked below.

Company & Financial

Report	Shows
Profit & Loss Standard	Income and expenses for a period
Profit & Loss Detail	P&L with the transactions behind each account
Profit & Loss by Class	Revenue and expenses grouped by class/department
Profit & Loss by Location	Revenue and expenses grouped by office/branch
Profit & Loss by Job	Revenue, COGS, expenses, and net income per job
Balance Sheet Standard	Assets, liabilities, and equity as of a date
Statement of Cash Flows	Operating, investing, and financing cash flows
Trial Balance	All account balances
Income by Customer Summary	Revenue and gross profit per customer
Expenses by Vendor Summary	Total expenses per vendor
Fixed Asset Listing	All assets with cost, accumulated depreciation, and book value
Depreciation Schedule	Monthly depreciation postings grouped by asset
Accumulated Depreciation Summary	Cost vs. accum. dep. vs. book value per category
Asset Disposals	Disposed assets with gain / loss
Loan Balances	Current balance, principal paid, interest paid per loan
Loan Payment History	Every loan payment with principal/interest breakout
Loan Amortization Schedule	Scheduled payments with balance curve
Multi-Currency Balance Summary	Balances per foreign currency with home equivalent
Unrealized Currency Gain/Loss	Potential gain/loss if foreign balances were revalued today
Realized Currency Gain/Loss	Posted revaluations during the period
Exchange Rate History	All recorded exchange rates by date and pair
Transactions by Currency	Transaction counts and totals grouped by currency

Customers & Receivables

Report	Shows
A/R Aging Summary	Overdue customer balances by aging bucket
A/R Aging Detail	Each open invoice with days past due
Open Invoices	Unpaid invoices
Collections Report	Overdue customers with contact info
Customer Balance Summary	Open balance per customer
Statement Register	History of statement runs with totals
Finance Charges Detail	All finance charges assessed during the period

Sales

Report	Shows
Sales by Customer Summary	Total sales per customer
Sales by Customer Detail	Every sale broken out per customer
Sales by Item Summary	Quantity, price, and revenue per item
Sales by Item Detail	Every sales line per item
Open Sales Orders by Customer	Unfilled sales orders grouped by customer
Open Sales Orders by Item	Unfilled sales orders grouped by item

Jobs, Time & Mileage

Report	Shows
Unbilled Costs by Job	Time, mileage, and expenses not yet invoiced
Time by Job Summary	Total hours and billable $ per customer/job
Time by Job Detail	Every time entry grouped by customer/job
Time by Name	Hours and billable $ per employee
Time by Item	Hours per service item
Mileage by Vehicle (Summary & Detail)	Miles and billable $ per vehicle
Mileage by Job Summary	Miles and billable $ per customer/job
Open Purchase Orders by Job	POs linked to a customer/job
Estimates by Job	All estimates grouped by customer, with status
Job Estimates vs. Actuals	Estimate vs. invoiced vs. cost per job, with over-budget flag
Work in Progress	Open jobs: estimate, cost, billed, and remaining to bill
Job Status List	Customers/jobs grouped by job status

Vendors & Payables

Report	Shows
A/P Aging Summary	Overdue vendor balances by aging bucket
A/P Aging Detail	Each unpaid bill with days past due
Unpaid Bills Detail	Outstanding vendor bills
Vendor Balance Summary	Open balance per vendor
Purchases by Vendor / by Item	Total purchases per vendor, and cost per item purchased
Open Purchase Orders	Active POs with expected delivery
Inventory Valuation Summary	Asset and retail value of each inventory item
Inventory Stock Status by Item	On hand, on order, reorder point
1099 Summary / Detail	Totals and transactions per 1099 vendor
Vendor 1099 Verification	Flags missing tax IDs, box mappings, addresses

Employees & Payroll

Report	Shows
Payroll Summary	Gross, deductions, taxes, net pay per employee
Payroll Item Detail	Every line per payroll item with subtotals
Payroll Detail Review	All paycheck detail grouped by employee
Payroll Transactions by Payee	Deductions & taxes grouped by liability account
Payroll Transaction Detail	Per-paycheck summary with totals
Payroll Liability Balances	Accrued vs. paid — outstanding balance per item
Payroll Item Listing	All payroll items with account and rate
Employee Earnings Summary	Wage totals per employee
Employee State Taxes Detail	State-tax withholding per paycheck
Employee Withholding (W-4)	Current federal & state withholding settings
Paid Time Off List	Available sick and vacation hours per employee
Workers Comp (Summary, Detail, by Code/Employee, Listing)	Wages and estimated premium by workers-comp code

Banking

Report	Shows
Deposit Detail	Every deposit with customer and memo
Check Detail	Every check written
Missing Checks	Gaps in the check-number sequence per account
Reconciliation Summary	Completed reconciliations with beginning/cleared/ending and any difference
Reconciliation Discrepancy	Reconciled transactions later changed

Accountant & Taxes

Report	Shows
General Ledger	All GL entries by account
Journal	All transactions with debit/credit lines
Transaction List by Date	All transactions for a period
Voided / Deleted Transactions	Transactions voided or deleted during the period
Adjusting Journal Entries	Journal entries by date with debits & credits
Closing Date Exception Report	Changes to periods on/before the closing date
Income Tax Summary / Preparation	Accounts grouped by tax line, for tax prep
Sales Tax Liability	Collected − remitted = balance due per agency
Sales Tax Revenue Summary	Taxable vs. non-taxable sales by tax code
Sales Tax Code Listing	All tax codes with active rates
Sales Tax Payments	All Pay Sales Tax remittances

Budgets & Forecasts

Report	Shows
Budget Overview	Monthly budget grid — all accounts × Jan–Dec
Budget vs. Actual	Actual income/expense vs. budgeted per account
Profit & Loss Budget Performance	MTD and YTD actual vs. budget
Forecast Overview	Monthly forecast projection grid
Forecast vs. Actual	Actuals compared to forecasted amounts

List

Report	Shows
Account Listing	All accounts in the chart of accounts
Customer / Vendor / Employee Contact & Phone Lists	Contact info and phone numbers
Item Price List / Item Listing	Items with price, cost, and stock
Terms Listing	Payment terms, net days, and discounts
Class / Location / Currency Listing	The supporting lists with their details

💡 Tip

Every report shares the same controls — date range, cash vs. accrual basis, drill-down, and export. Set a report up the way you like it, then memorize it so it's a click away next time.