Financial reports provide insights into your organization's financial position, performance, and accounting activities.

Prerequisites

Log in to Symba Microbanking with a user account that is authorized to generate financial reports.

Available financial reports

Common financial reports include:

• Balance Sheet: Snapshot of assets, liabilities, and equity at a specific date
• Income Statement: Revenue and expenses over a period
• Trial Balance: List of all general ledger accounts with debit and credit balances
• Cash Flow Statement: Cash inflows and outflows during a period
• General Ledger Report: Detailed transaction history for accounts

Additional financial reports may be available based on your organization's configuration.

Running a financial report

• On the Home page, click on "Reports"
• Click on "Financial Reports" or navigate to Accounting > Reports
• Select the specific report you want to run
• Configure report parameters:
  • Branch/Office: Select one or more offices
  • Date: Specific date for point-in-time reports
  • Date range: Start and end dates for period reports
  • Account selection: Filter by specific GL accounts if applicable
• Click "Run Report" to view in browser or "Run and Download Report" to download

Understanding report formats

• Reports display in a standard format with headers, date ranges, and office information
• Most financial reports show comparative periods when applicable
• Detailed reports include drill-down capabilities to view underlying transactions
• Downloaded reports are typically available in PDF, Excel, or CSV formats

Related Topics

• Accounting
• Journal entries
• Client reports
• Loan reports