The Reports page is your one-stop catalog for everything Simple-C can produce — financial statements for tax filing, expense breakdowns for analysis, data-quality checks, and asset and mileage logs for deductions. Open it any time from the Reports entry in the sidebar.
Finding the right report
Every report on the page is shown as a card with an icon, title, description, and a View Report button. Click anywhere on the card (or the button) to open it. You can also focus a card with the keyboard and press Enter or Space to open it.
A Search Reports field at the top of the page filters the cards live by title or description — type a keyword like category, uncategorized, vehicle, or depreciation and the list narrows immediately. Use the small ✕ button next to the field to clear the search. If nothing matches, you’ll see a “No reports found” message with the term you typed so you can try a different keyword.
Heads-up about filters. Most reports carry over the business, bank, and year you were already working with (for example, the Reports step of the Entry Workflow). The cards link straight to each report with those values pre-filled. Once inside a report you can change them with that report’s own filters.
Two reports behave differently and do not carry over the report-level filters — they manage their own search:
- Expenses Audit Report — has its own dedicated search screen.
- Expenses Analyzer — opens its own interactive dashboard with its own filters.
A few reports are highlighted with a primary-colored View Report button — these are the most-used ones: Profit and Loss Statement, Income and Expense Report, Uncategorized Expenses, and Expenses Analyzer.
What each report group is for
The Reports page is organized into six groups so similar reports stay together.
Financial Statements
The reports your accountant cares about most:
- Profit and Loss Statement — Net income or loss summary; the report you’ll use for Schedule C and tax filing.
- Income and Expense Report — Month-by-month breakdown of income, expenses by category, and bank balance.
Review & Data Quality
Run these before generating financial statements to catch errors early:
- Uncategorized Expenses — Lists every expense still missing a category. Cleaning this up makes every other report accurate.
- Expenses Audit Report — Identifies imported bank records with specific information for data validation. Note: this report doesn’t carry over the business/bank/year filters — it has its own search.
- Expenses Analyzer — Visual analysis of expense patterns and trends with interactive charts. This is the report to open when you want to see what’s going on. It also has its own filters and doesn’t carry over the report-level filters.
Expense Summary Reports
When you want totals at a glance:
- Expenses by Month Summary — Monthly expense totals grouped by category.
- Expenses by Category Summary — Category totals with a monthly breakdown.
- Expenses by Provider Summary — How much you spent with each vendor (provider), with a monthly breakdown.
Expense Detailed Reports
When you need every individual transaction:
- Expenses by Month Detailed — All expenses organized by month, then category and provider.
- Expenses by Category Detailed — All expenses organized by category, then month and provider.
- Expenses by Provider Detailed — All expenses organized by provider, then month and category.
Asset & Depreciation Reports
For everything tied to fixed assets and tax depreciation:
- Assets Report — Inventory of business assets with purchase details and current value.
- Depreciation Report — Annual depreciation calculations for tax reporting.
Additional Reports
Useful one-offs that don’t fit a tidy category:
- Expenses Log / Daily Report — Daily expense activity tracked by user and date, for accountability.
- Adjustments — Manual adjustments and corrections made to expense records.
- Contract Labor — Payments to independent contractors and subcontractors.
- Other Expenses — Miscellaneous expenses grouped by description.
- Vehicle Mileage — Business mileage log per vehicle. When a business is selected, this links straight to the dedicated Vehicles / Mileage module so you can edit the log; otherwise it opens the printable PDF.
Some reports on this page may be hidden depending on your company — for example, the Balance Sheet entry is only available to certain companies. If a card you read about here isn’t visible to you, that’s expected and not a bug.
Which report should I run?
A quick guide to common situations:
- Closing out the year for taxes → Profit and Loss Statement, plus Depreciation Report and Vehicle Mileage if applicable.
- Pre-tax cleanup → Uncategorized Expenses first, then Expenses Audit Report.
- Looking for spending patterns → Expenses Analyzer or Expenses by Category Summary.
- A vendor sent a bill that looks off → Expenses by Provider Detailed for that vendor.
- Double-checking a single month → Expenses by Month Detailed, or filter the P&L to that month.
- Inventorying year-end capital purchases → Assets Report.
- Reviewing manual adjustments → Adjustments report.
- Seeing how the year flowed month-to-month → Income and Expense Report.
Exporting
Most reports support a Download (PDF) and/or Export to Excel option from inside the report itself — open the report you want, set its filters, and use that report’s own export buttons. The PDF preserves the on-screen totals and category breakdown, and some (like the P&L) include a signature line and notes for filing.