Financial reports
Review financial reports
Check revenue, expenses, margin, and result from the Insights view.
Review financial reports
The Insights view shows financial reports prepared by Numonis so you can review business trends.
Reports show KPIs, trends, and a profit and loss table.
How to get there
- In the sidebar, press Insights.
- Select the year or period if several are available.
What to review
- Look at the main cards to understand revenue, expenses, and result.
- Review trend charts to detect relevant changes.
- Go down to the table to see line detail.
- Change the range if you want to compare another period.
- If something does not add up, open Messages and ask your accountant.
When data may be missing
Insights depends on documents, banks, and closings prepared by Numonis. If you have just started or documentation is missing, some months may not appear yet.