View Available Reports

Use this report catalog to choose the SPRK report that fits the review question before running, exporting, printing, or drilling into results.

Reports page showing available report tabs and controls

Quick reference

Report Or Area Use It For Where It Matters
Trial Balance Account balances by debit and credit Period review, cleanup, and accountant checks
Income Statement Income, expenses, and net income Operating results and compare-period review
Balance Sheet Assets, liabilities, and equity Financial position review
Cash Flow (Indirect) Cash flow review Cash movement interpretation
Schedule C Income and expense activity grouped for Schedule C review Tax-preparation review; not filing
Tax Forms Tax-form review where available Review only; not tax filing or agency submission
General Ledger Posted transaction detail by account Drilldown, account review, and export
Account Detail One account’s activity Account-level investigation
Expense by Vendor Vendor spending and 1099-oriented review Vendor review and expense analysis
Income by Customer Posted income grouped by customer and account Customer contribution and invoice-detail review
Receivables Aging Unpaid customer balances AR review and collection follow-up
Payables Aging Unpaid vendor balances AP review and payment planning
Reconciliation Posted reconciliation reports Bank reconciliation history
Plugin-provided reports Reports added by compatible installed plugins Available only when the plugin is enabled and its report is available

Details

  1. Open Reports from the left sidebar.
  2. Confirm the page header shows Reports.
  3. Select the tab that matches your review question. Use the tab overflow menu if a report is not visible in the first row.
  4. Set the date controls required for that tab:
    • Range-based reports use a period preset and date range.
    • As-of reports use an as-of style date.
    • Date fields can be selected from the calendar or typed directly.
    • Typed dates should follow your saved Preferences date order.
  5. Review report-specific filters:
    • Income Statement supports compare-period controls and optional grouping.
    • Tax Forms requires a tax-form selection before you run it.
    • Expense by Vendor includes vendor and date filters, and can expose a 1099 filter with All, Yes, and No.
    • General Ledger adds filters for Account Type, Account SubType, Accounts, Vendor, Text, Group By, and optional Include opening balance.
    • Aging reports and Reconciliation require the filters shown on their tabs.
  6. Select Run.
  7. Review the table and any summary cards that appear.
  8. If needed, use Export to save the current report rows or Print to open the print workflow for the active report.

Reports show posted data for the active company. Export and Print use the current report view.

If something looks wrong

What You See What To Check What To Do Next
A report looks blank Active company, date range, filters, and posted activity Adjust the context and run the report again
A report tab uses different date controls Whether the report is range-based or as-of Use the controls shown on that report tab
Typed dates normalize unexpectedly Saved date-format preference Enter dates in the order shown in Preferences
You need files from several reports Whether only the active report is selected Export each needed report from its own tab
A plugin report is missing Plugin enablement, company access, and report availability Refresh plugin status and check Reports again
Tax Forms looks like a filing workflow Whether you are reviewing report output only Use it as review output, not tax filing or agency submission

Practice and examples

Income Statement report with export controls visible