> ## Documentation Index
> Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports & Exports

> Generate financial reports and export your data from Cashflowy.

Cashflowy generates standard financial reports that give you a clear picture of your business health. All reports can be exported as PDF or CSV.

<CardGroup cols={2}>
  <Card title="Profit & Loss" icon="chart-line" href="/reports/profit-and-loss">
    Revenue, expenses, and net profit for any period.
  </Card>

  <Card title="Balance Sheet" icon="scale-balanced" href="/reports/balance-sheet">
    Assets, liabilities, and equity at a point in time.
  </Card>

  <Card title="Trial Balance" icon="list-check" href="/reports/trial-balance">
    Verify debits and credits are balanced.
  </Card>

  <Card title="General Ledger" icon="book-open" href="/reports/general-ledger">
    Every transaction posted to every account.
  </Card>

  <Card title="Account Balances" icon="calculator" href="/reports/account-balances">
    Opening and closing balances per category.
  </Card>

  <Card title="Unpaid Invoices" icon="clock" href="/reports/unpaid-invoices">
    Accounts receivable aging — who owes you and how overdue.
  </Card>
</CardGroup>

## Running any report

<Steps>
  <Step title="Go to Reports">
    Click the report you want from the **Reports** section of the sidebar: Profit & Loss, Unpaid Invoices, Balance Sheet, Trial Balance, or General Ledger.
  </Step>

  <Step title="Set the date range">
    Use the date range dropdown (e.g., Year to Date, Q2 2026) or pick custom start and end dates. The report updates automatically.
  </Step>

  <Step title="Review the report">
    Most reports include summary cards at the top, breakdowns by category, and totals at the bottom.
  </Step>

  <Step title="Export (optional)">
    Click **Export** at the top right and choose **Download CSV** (raw data) or **Download PDF** (formatted).

    <Frame>
      <img src="https://mintcdn.com/cashflowyai/CpKqSk4-MGyal_cp/images/image-32.png?fit=max&auto=format&n=CpKqSk4-MGyal_cp&q=85&s=87a0f67ad2c5f25ea3d671d94b4f1882" alt="Image" width="226" height="120" data-path="images/image-32.png" />
    </Frame>
  </Step>
</Steps>

<Tip>
  **Share with your accountant** by exporting reports, or better yet - [invite them to Cashflowy](/settings/team-members) so they can pull reports themselves.
</Tip>