Explore accounting charts and their reports
Compare revenue, operating income, and cashflow for the period and property you select.
On this page
Before you start
- Select the property and period first so the chart and its report answer the same question.
- Check whether an unbooked-transactions notice appears before relying on the totals.
Choose your scope
Open Accounting insights and choose Date range and Property in the Accounting dashboard.
Switch between measures
Select Revenue, Net operating income, or Cashflow above the chart.
Open the underlying report
Select View report to inspect the report for the measure you selected.
Review the supporting records
Review expense categories and Accounts below the chart, or open an unbooked transactions notice when shown.
Check the result
- Selecting Revenue, Net operating income or Cashflow changes the chart measure and supporting report link.
- The report can be opened for a more detailed view of the selected measure.
FAQs
Can I click any chart point to open a transaction?
The supported route to detail is View report. The current chart is a summary, so do not assume that every bar or point opens a transaction list.
How do I save the numbers behind the chart?
Choose View report, confirm its filters, then use the available Download option. This guide does not promise a separate image export for every chart.