Financial Analytics and Reports

Use Finances → Reports for the consolidated finance report deck. The page combines an at-a-glance KPI strip, a configurable chart grid, and a compact prior-period variance table.

Reports is the current product label. Finance navigation no longer presents separate Analytics or Bank tabs; older destinations resolve to Reports.

Prerequisites and access

Reports needs:

• signed-in access to the workspace
• connected or imported financial records
• a reporting period that contains data
• a consistent currency when the workspace uses more than one currency

Owners, Members, and Viewers can read workspace report queries. Editing the grid layout changes only browser-local presentation and does not edit team financial data.

Select the reporting period

Open Finances → Reports, then choose:

• Last 4 weeks
• Last 3 months
• Last 6 months
• Last 12 months
• Month to date
• Year to date
• All time
• Custom range

For Custom range, use From and To.

The selected dates drive the KPI and chart queries. The immediately preceding equal-length range is used for prior-period comparisons where supported.

KPI strip

The five headline tiles are:

Revenue, Profit, and Burn Rate are period-based. Cash Balance is current. Runway is modeled from cash and burn rather than directly observed.

Grid view

Select Grid to see the default report deck:

• Monthly Revenue
• Profit
• Expenses
• Category Expenses
• Cash Flow
• Burn Rate
• Runway
• Cash Balance
• Revenue Forecast
• Monthly Comparison
• Account Balance Trends
• Top Merchants
• Tax Summary

This mix includes both observed and projected cards:

Primarily observed

Monthly Revenue, Profit, Expenses, Category Expenses, Cash Flow, Burn Rate, Cash Balance, Monthly Comparison, Account Balance Trends, Top Merchants, and Tax Summary are calculated from recorded workspace data.

Forward-looking

• Runway projects how long current cash lasts at the modeled burn.
• Revenue Forecast projects future revenue. When a fresh canonical scheduled forecast exists, the card uses that calibrated baseline; otherwise it falls back to the report forecast calculation.

Neither card turns a projection into an accounting actual.

Customize the grid

1. Select Edit layout.
2. Drag a chart by its handle to reorder it.
3. Use the card's width controls to resize it.
4. Select Done when the layout is arranged.
5. While editing, select Reset layout to restore the default order and widths.

Changes save automatically on the current device.

Important limits:

• the layout is stored in that browser's local storage
• it does not follow the user to another browser or device
• it is not a workspace-wide layout
• edit mode reorders and resizes the curated deck; it does not add arbitrary registered charts
• clearing site storage resets the saved layout

Table view

Select Table for four variance rows:

• Revenue
• Expenses
• Profit
• Profit margin

Columns are:

• This period
• Prior period
• Change

Expenses are derived as Revenue minus Profit. Profit margin is Profit divided by Revenue. Currency-row change is a percentage; Profit-margin change is shown in percentage points.

An em dash in Change means the prior value was zero or a valid percentage comparison is unavailable.

Export CSV

Select Export CSV to download a file named from the active From and To dates.

The CSV contains the same four variance rows as Table:

• Metric
• This period
• Prior period
• Change

It does not export every chart's underlying time series. Switches between Grid and Table do not change the CSV dataset.

If you need the values visible on a particular chart, use its source records or a purpose-built export rather than assuming Export CSV contains them.

Print

Select Print to open the browser print dialog. Eigenn's print styling removes interactive app chrome so you can print the current report or save it as a PDF using the browser.

Verify the selected period and current view before printing.

Status and comparison meanings

For expenses and burn, an increase may be unfavorable even though the arrow points up. Interpret the metric, not the glyph alone.

Data freshness

• Reports queries the current workspace records for the active date range.
• The page does not show a single report-wide last-sync timestamp.
• Connected bank-account health determines whether cash and recent bank activity are current.
• Classification affects category, expense, merchant, tax, and profit views.
• Large imports or corrected classifications can change historical periods after the page refreshes.

When figures look stale, check Settings → Account → Bank Connections, then inspect Transactions.

Reports versus adjacent finance views

An unpaid invoice is not cash. A budget target is not a forecast. A forecast is not an actual.

Sharing and embedded views

Reports itself has no page-level public Share button.

• Export CSV produces a point-in-time variance file.
• Print produces the browser's printable representation.
• A copied Reports URL preserves reporting parameters but still requires workspace access.
• Public widgets are separately configured, restricted views; they are not a public copy of the full Reports deck.
• Assistant public shares are static read-only Assistant snapshots, not live Reports.
• Older embedded finance analytics and bank destinations redirect to the signed-in Reports page rather than rendering an independent embed.

Verify a report

Before using a report in a close or board pack:

1. Confirm the date range.
2. Confirm the currency.
3. Validate Cash Balance against enabled accounts.
4. Distinguish the observed cards from Runway and Revenue Forecast.
5. Switch to Table and inspect the prior-period basis.
6. Export CSV and confirm it contains the expected four metrics.
7. Use Print only after the desired view has rendered.

Troubleshooting

A report changed after I categorized transactions

That is expected. Category, expense, profit, merchant, and tax aggregations use current record classification.

Cash Balance and selected-period Cash Flow do not match

Cash Balance is the current account total. Cash Flow covers inflows and outflows inside the selected period.

My layout disappeared

Layouts are per-device browser storage. A different browser, private window, cleared storage, or another device starts with the default layout.

CSV does not contain the charts

CSV intentionally exports the four-row variance table, not the full chart registry.

I cannot find Analytics

Use Finances → Reports. Analytics and older bank-report destinations now resolve there.

Invoice aging is missing

Use Invoices → Insights or Receivables. The curated Reports deck focuses on central finance performance rather than the full invoice analytics workspace.

Related pages

• Financial Overview
• Budgets and Forecast
• Invoice Insights
• Weekly CFO Review
• Run a Finance Operating Review
• Transactions