Reports Help

Gain insights into your business performance.


Financial Statements

The core reports every business needs.

  • Profit & Loss (Income Statement): Shows Income minus Expenses over a period of time (e.g., "Last Month"). Tells you if you are making money.
  • Balance Sheet: Shows what you Own (Assets) vs what you Owe (Liabilities) at a specific moment.
  • Trial Balance: A list of all account balances to ensure Debits equal Credits.

Sales Reports

  • Sales by Customer: Who are your biggest clients?
  • Sales by Item: Which products are selling the best?
  • AR Aging: Who is late on paying their invoices?

Expense Reports

  • Expenses by Vendor: Who are you paying the most money to?
  • AP Aging: Which bills are overdue?

Exporting Data

Most reports in VioBalance can be exported for further analysis or for your accountant.

  • PDF: Best for printing and presentation.
  • CSV/Excel: Best for manipulating data in spreadsheet software.