Reports

The Reports hub in the business book brings together management and accounting reports with export to XLSX and CSV. The set depends on the tax regime in the profile.

What reports are available

On the phone, the “long” accounting documents (KUDiR, reconciliation act, extended register) are deliberately not shown — they are easier to view and export on desktop or on the web. P&L, the cash flow statement, the counterparty report, the NPT deals register and sole proprietor insurance contributions are available on the phone too. On a tablet in the wide layout the catalogue is complete, as on a computer.

If VAT is enabled in the book profile, income in the KUDiR is shown net of VAT at the book's rate, and the VAT itself goes into a separate reference “VAT (incl.)” column — so the USN tax base isn't inflated. For a non-payer the KUDiR income stays gross.

The KUDiR “Document no.” column holds the transaction's description — handy for referring to the primary document. A row without a description gets a number like “No. 1 of 15.02.2026”: a running number among the rows without a description in the report year, plus the transaction date. The number does not depend on the export period — a quarterly report shows the same one as the annual — but a backdated transaction shifts the numbers after it.

In P&L and the cash flow statement a transfer between books is real income or expense for the book, so it has a line of its own, “Transfer between books”: after your categories, before “Uncategorised”.

How to export

On a computer and on the web:

1. Open Reports in the business book. “Period” and “Format” in the screen header set the values every report starts from.
2. Press Build on the report you need — a window with the report options opens.
3. Check the period (month, quarter, half-year, year or your own “from … to” range), the format — XLSX (for Excel/Sheets), CSV or PDF (print-ready) — and, if you like, edit the file name. P&L and the cash flow statement also have a grouping (“By month” or “Total”, plus “By quarter” for P&L), the reconciliation act requires a counterparty, and the transactions register lets you pick one optionally.
4. Press Preview: the window shows the report as tables by section with totals, and above them the period, the name and TIN from the book profile and the tax regime. A long section shows its first 100 rows — the file has all of them. Back returns to the options.
5. Press Download: in the desktop app the file lands in “Downloads”, on the web the browser downloads it.

On the phone: ··· → “Reports”, pick the period at the top (month, quarter, half-year or year) and tap a report’s row. In the sheet choose the format — XLSX or CSV — and tap Share: the file goes to the system share sheet, where you can save it to your files or send it to a messenger or by email. The phone screen has no preview.

On a tablet in the wide layout it works as on a computer: Generate → the options (period, XLSX or CSV format, file name, a counterparty for the reconciliation act) → Preview → Share instead of “Download”.

PDF is available on desktop and web: export builds a print-ready document with the book's legal details, period and totals (the reconciliation act includes a signature block). Numbers, dates, INNs and document numbers are printed in full, long text wraps, and wide reports come out on a landscape page. On mobile it's XLSX/CSV for now — open the export in Excel or Google Sheets to print.

Where to go next

• Taxes — the regime that determines the set of reports.
• Business book — the profile and counterparties the reports are built on.
• Import & export — exporting the whole book to JSON/CSV/XLSX.