Default view of the Report section
1) Cash Flow Report - The cash flow report is used to show the predicted cash flow in and out of the business. It's divided into 4 sets of cash flows, each of which are related to different types of business activity. For more information about the Cash Flow report, click here
2) Profit and Loss Report - A Profit and Loss Report is a way of measuring a business over a particular period of time. Specifically, it measures what is gained, what is lost, and the net gain or loss. For more information about P&L you can read the beginners guide here or read the in depth article here.
3) Balance Sheet Report - It's used to measure what a business owns and owes, ensuring that all of the business' activities are correctly accounted for. For more information about the balance sheet report, you can read the beginner's guide here.
4) More Dropdown- Besides the aforementioned reports, Brixx also has the following three reports: Financial Summary, Product Detail and Overheads. You can access them by clicking on the "More" dropdown.
5) Currency toggle - Clicking on the currency symbol will add your plan's financial symbol to all of the report figures.
6) Full Screen expand button -Clicking on the expand button on the right side of the dropdown will expand the report dashboard to the entire size of your current screen.
7) Report frequency dropdown - The Report frequency dropdown will process the information from the time range dropdown and display it in different frequencies on the dashboard. The frequencies are Monthly, Quarterly or Yearly.
8) Show actuals - When the toggle is turned off, the reports will only display the forecasting output, however if you want to compare them to actuals, you can click on the toggle to turn it on.
After turning on the toggle, you can choose how to display the actuals in the report tables, either as:
9) Time Range- The time range dropdown can select which time range you want to forecast. Usually, these time ranges are grouped in a 1 year range, however there is also the possibility to make custom time range dates if you need more flexibility with your forecasting.
10) Reports drilldown - Clicking on the chevrons that are on the left side in any reports will drill down in that activity to display more detailed information.
Let's take Cash Received row in the Cash Flow Report sheet as an example:
As you can see, I drilled down from Cash Received > Sales(Plan Section) >Sessions(Group) > Components.
The Reports will always mirror the way you have built your plan. A good analogy would be to treat Sections as folders, and plan groups as sub-folders inside each "main" folder. At the end of chain are components, those being nested inside the sub-folders(groups).