The Company Snapshot report gives you a great overview of the money coming in and going out of your business, along with the ability to compare your business to others in your industry. To access the report:
- Go to the Reports tab and select Company Snapshot.
- If prompted, install the Adobe Flash Player plug-in (this will require you to close all browser windows) and then try to access the report again.
When the report opens you will see four sections:
- In the top-left box you will see a graphical representation of the five Income accounts with the most income for the selected period. All other accounts are lumped into a category "Other".
- The top-right box will show a pie graph of the five Expense accounts with the greatest expenses for the selected period. All other expenses are listed under the "Other" category.
Note: You can click on the Income and Expense pie charts to "drill down" to more detailed reports. - The next set of boxes are Previous Year Income and Expense Comparison charts. These charts have been added to allow you to compare income and/or expenses from year to year. You can click on the chart itself to see a the detailed data used to make up the chart you see in this section.
- The bottom-left box lists all the Customers who owe you money and their current open balance amount.
- The bottom-right box shows all the Vendors/Suppliers you owe money to and your current open balance with them.
In the top-right corner of each box is a Print icon. Click the icon to view the Print Preview page for the chart in that box. To print, click the Print button in the top-left corner of the Print Preview page.
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