Reports & the Explorer

Reports has five tabs: Overview, Explorer, P&L, Balance Sheet, and Cash Flow.

Financial statements

The P&L lists every income and expense category with prior-period comparison and drill-down into the underlying entries. Balance Sheet and Cash Flow complete the statement pack; any tab can be printed or exported as a PDF pack for your accountant or board.

Reading the detailed P&L

• Income and expenses appear under the categories configured for the business, with category lines rolling into total revenue, total expenses and net profit or loss.
• Use vs Prior period or vs Last year to compare every line.
• Select a category line to open the transactions behind that amount.
• Choose CSV to export the detailed statement, or Export PDF pack to print/share the complete report.
• Business and NGO workspaces use their own configured categories; neither is reduced to a single generic income or expense line.

Journal entries that do not carry transaction-category data are shown honestly as Journal income or Journal expenses rather than being guessed into a category.

Reporting by Class

On Reports → P&L, use the All classes selector to filter the statement to one Reporting Class. The Revenue and margin by class table shows revenue, expenses and net income for each segment, including Unclassified activity.

Invoice payments and transaction splits inherit their source Class, so their reporting stays consistent. Foreign-currency values use the rate frozen on each record and are presented in the business base currency.

The Explorer — your data like a spreadsheet

The Explorer tab is a spreadsheet-style grid over all transactions:

• Columns — pick from 12 (date, title, type, category, counterparty, account, source, status, amount, currency, note, receipts).
• Sort by clicking headers; filter by text, type, and any date range.
• Group by category, counterparty, account, type, or month — with subtotals per group.
• Pivot mode — rows by category/counterparty/account/type, columns by month, values as net, income, expense, or count. Row and column totals included.
• Saved views — store any configuration by name and recall it in one click.
• Export the exact view you're looking at to Excel (.xlsx) or CSV.

Related

• Budgets — measure actuals against your plan
• Cash-flow forecast — what happens next, not just what happened
• Month-end close — make the numbers final
• Exporting your data — taking reports out
• Multi-branch & locations — reporting per branch
• Reporting Classes — filter and compare business segments
• Multi-currency & FX — how base values are booked

Reading the statements

Every statement — P&L, Balance Sheet, Cash Flow — opens with a masthead carrying the business name, the period, the currency, when it was prepared, and the basis. SBB records money when it moves, so these are cash-basis figures, and the statement says so rather than leaving an accountant to ask.

The P&L groups accounts under statement headings with a subtotal for each. If some accounts have no heading yet, see Chart of Accounts.

Gross profit appears only when it is real

Gross profit is revenue minus cost of sales. Until at least one account is marked Cost of Sales, SBB shows Total Expenses instead and no gross profit at all — because revenue minus nothing is not a gross profit, and a figure labelled with something an accountant recognises has to mean what they expect.

Opening the numbers

Figures are not just for reading.

• Money in, Money out, Net movement and Transactions each open the entries behind them, filtered to the period you are looking at.
• Rows in the class breakdown open that class's own statement.
• Every account line opens its transactions.

Quietening a signal

The cards above the report state something true and would otherwise restate it on every visit, whether or not you have acted. Hover one and choose to hide it for 7 days, 30 days, or for good.

Hiding is per signal, so silencing this month's cash warning does not silence a different problem next month. Timed hides expire on their own. Nothing is lost — the count of hidden signals stays on screen with a way to bring them back.

Sharing a report

Action	Produces
Print	The page as it stands, chrome removed
Export PDF pack	A document with its own masthead, basis and period
CSV	The underlying figures for a spreadsheet

If a class filter is applied, both printed and exported copies say so on the page.