Report Name,Date Range,Filter,Expected Evidence,Trainer Note
Trial Balance,2026-06-01 to 2026-06-30,All accounts,Report opens and exports,Core financial review proof
Income Statement,2026-06-01 to 2026-06-30,Current company,Report opens and exports,Do not call this tax filing
Balance Sheet,As of 2026-06-30,Current company,Report opens and exports,Review balance sheet date
Cash Flow,2026-06-01 to 2026-06-30,Current company,Report opens and exports,Use for reporting coverage
General Ledger,2026-06-01 to 2026-06-30,Operating Checking,Report opens and exports,Use for account activity trace