Open Reports in the menu. You only see the reports your role allows, and each shows only the records you can see.
- Pick a report on the left.
- Choose the period (This month, Last month, Last 3 months, This financial year, or your own dates) and any filters, like a client or person.
- CSV and Excel download the whole report. PDF opens your browser's print dialog; choose "Save as PDF".
- Email me sends it every Monday (the last 7 days) or on the 1st of each month (the last month), with the CSV attached.
Money is shown in your home currency. Invoices in other currencies are converted at the rate saved on each invoice.
Tax reports are a starting point for filing, not a replacement for your accountant's review. The GSTR-1 summary groups sales into the GSTR-1 tables with an HSN summary; the GST F5 summary (Singapore) fills boxes 1 to 8 from your sales and purchases.