Which Workspace369 plans include the Reports home?

Every plan. Reports that your plan doesn't include show a lock with the plan that includes them.

Where do I find all my reports?

Go to Finance → Reports in the sidebar. It lists every report by group, and the Reports button in Accounting now opens this page too.

Can I search for a report by name?

Yes. The Reports page has a search box to find a report by name.

Are Bookings and Team time reports available?

They are listed as coming later and can't be opened yet.

Billing & payments

One Reports home for every report

Finance → Reports now lists every report in one place, with search and headline figures on the main accounting reports.

A navy release-notes plate titled All Your Business Reports in One Place, beside real phone renders of the Workspace369 Reports home in light and dark.

Every report in one place

Reports now has its own place under Finance in the sidebar. It lists every report by group, with a search box to find one by name. The Accounting group shows eight reports first, with Show all for the rest. Four of them show a headline figure on the card when your books have data: net income on Profit & Loss, cash on the Balance Sheet, what clients owe you on AR Aging and what you owe on AP aging. Other cards show a short description.

Reports that live elsewhere in the app, like Inbox analytics, Campaign results, Page analytics and Time reports, are linked at the bottom so you can open them from the same page. The Reports button in Accounting now opens this page too, and reports your plan doesn't include show a lock with the plan that includes them. Bookings and Team time are listed as coming later and can't be opened yet.

Every report in one list
Search reports by name
Headline figures on four accounting reports
Links to inbox, campaign, page and time reports

The Reports home on desktop: a Find a report search, eight Accounting cards (Profit & Loss with 11,725 dollars net income, Balance Sheet, AR Aging, AP aging and four more) with Show all 13, a Coming later group with Bookings and Team time, and Also in the app links to Inbox analytics, Campaign results, Page analytics and Time reports.

Where to find it: Finance
Reports
Open in the app
Plans: Every plan
Learn more: Dashboards and reports Accounting

Quick answers

Which Workspace369 plans include the Reports home?: Every plan. Reports that your plan doesn't include show a lock with the plan that includes them.
Where do I find all my reports?: Go to Finance → Reports in the sidebar. It lists every report by group, and the Reports button in Accounting now opens this page too.
Can I search for a report by name?: Yes. The Reports page has a search box to find a report by name.
Which reports show a headline figure on the card?: Four accounting reports show one when your books have data: net income on Profit & Loss, cash on the Balance Sheet, what clients owe you on AR Aging and what you owe on AP aging.
Can I open reports like Inbox analytics from Reports?: Yes. Inbox analytics, Campaign results, Page analytics and Time reports are linked at the bottom of the page so you can open them from there.
Are Bookings and Team time reports available?: They are listed as coming later and can't be opened yet.

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