The Report generator: Overview

What the Report generator is
 

The report generator allows small and micro businesses to create professional report templates for many different types of reports, including financial statements, directly in Briox.

As you work, you can preview your reports in real time to ensure the layout, content, and appearance look exactly as intended. When ready, you can generate yearly, quarterly, or period-based reports and export them as a single, professional-looking PDF.
 

Multiple report templates to work with:

Preview reports as you work:

What you can do with the Report Generator

With the report generator, you can:

• Create and manage multiple report templates

• Combine several reports into one consolidated PDF

• Preview reports continuously while working

• Generate professional-looking financial statements

• Simulate accounting by including journal drafts

• Track progress using statuses, labels, and comments

• Save multiple versions (draft and final) to Linked Documents

• Publish reports directly to your client’s dashboard