Review Financial Results Inside the Product

Run financial reports in SPRK, compare periods where supported, and review balances and activity inside the app without treating the report itself as accounting advice.

Purpose

Use this workflow when you want to review company results in SPRK by period, as of a date, or by supporting report category.

Prerequisites

  • You are signed in to SPRK with the correct active company selected.
  • The transactions and journal entries you expect to review are already posted.
  • You know the time period or date you want to evaluate.

Steps

  1. Open Reports.
  2. Choose the report that matches your review goal:
  • Income Statement for period-based income and expense review.
  • Balance Sheet for balances as of a date.
  • Trial Balance for account balances as of a date.
  • Cash Flow (Indirect) for period-based cash-movement review.
  1. Set the period or date controls for the selected report.
  2. If you are on Income Statement, add a compare period when you want side-by-side period review.
  3. If you are on Income Statement, use Group By when you want the report split by month, quarter, or year.
  4. Select Run.
  5. Review the summary totals and report rows shown on the page.
  6. If something looks unusual, use drilldown where available to inspect the supporting entries instead of guessing from the summary alone.

Expected Result

You can review current report totals and detailed lines directly in SPRK for the selected company and period. Current general ledger impact as of 2026-05-04:

  • Report totals reflect posted activity already stored in SPRK.
  • Running or rerunning the report does not create, reverse, or reclassify any journal entry.
  • Compare-period and grouping views reorganize the display only; they do not change source transactions.

Common Mistakes

  • Using the wrong report for the question you are trying to answer.
  • Comparing periods without checking that the date ranges match your intent.
  • Treating report output as a substitute for reviewing the underlying entries when a balance looks unexpected.
  • Assuming a report review changes the ledger automatically. Any correction still has to happen through the relevant transaction or journal-entry workflow.

Info

  • App sections: reports
  • Last validated: 2026-05-04
  • Screenshot status: not-started