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Reports

Frappe Books has 4 financial reports. Each report is calculated using the General Ledger Entries that are created when any Transactional Entry is made.

Sections

All repors have two sections

  1. Filter Section
  2. Report Section

Report Sections

The Filter Section allows for setting filters such as the Date Range between which a report is to be generated.

Setting Filters

To generate a report after setting a filter, just click outside the filter box.

The Report Section shows the generated report.

Pagination

The General Ledger report also shows a paginator at the bottom which allows for viewing only sections of the report.

Exporting a Report

All reports can be exported as a CSV or a JSON file. To do so just click on the blue Export button and select the file path.

After exporting the report you may open it in any software of your choice such as Libreoffice Calc, Google Sheets or Microsoft Excel.

Check the following links to understand these reports:

  1. General Ledger
  2. Profit and Loss
  3. Balance Sheet
  4. Trial Balance