Bizplan provides an assortment of standard financial reports. These are automatically generated from the inputs in your financial model.
To view a report
- Navigate to the Reports page in the Finance section of the application.
- Click on the dropdown menu on the top center of the page.
- Choose any report you wish to view.
- You may change the view setting to Monthly, Quarterly and Yearly using the dropdown menu on the top right of your screen.
- Change the time period by clicking on the arrows next to the year.
To download a report (CSV)
- Choose the report you wish to download
- Select the view settings (Monthly, Quarterly, or Yearly).
- Navigate to the year you want to download the report for.
- Click the download button on the top right.