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Sample Reports

Browse sample dashboards and reports by product

  • Budget Forecasting Template

    Sample Report

    Budget Forecasting Template

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  • Retail KPI Dashboard

    Sample Report

    Retail KPI Dashboard

    Built around the KPIs that matter most to retailers (or the ones chosen by users), this dashboard delivers automatically updated…

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  • Insurance KPI Dashboard

    Sample Report

    Insurance KPI Dashboard

    Download a free financial KPI dashboard and put your accounting team among the elite in the insurance industry.

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  • Manufacturing KPI Dashboard

    Sample Report

    Manufacturing KPI Dashboard

    Experience how our manufacturing KPIs dashboard works firsthand. Download an interactive dashboard of your own. You can plug in numbers…

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  • Statement of Account in Word

    Sample Report

    Statement of Account in Word

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  • Monthly Income Statement in Word

    Sample Report

    Monthly Income Statement in Word

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  • Past Due Notice in Word

    Sample Report

    Past Due Notice in Word

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  • Past Due Notice in Word

    Sample Report

    Past Due Notice in Word

    See a list of a customer's past due items inserted into a Word document along with customer address for easy…

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  • Statement of Account in Word

    Sample Report

    Statement of Account in Word

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  • Monthly Income Statement in Word

    Sample Report

    Monthly Income Statement in Word

    Get monthly income statement information for current month and YTD time periods, along with graphs inserted into a Word document.

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  • Customer Address Labels

    Sample Report

    Customer Address Labels

    Customer address information is merged into a spreadsheet formatted to print to Avery 5160 labels. Try this time-saving solution for…

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  • Open Sales Lines Overview

    Sample Report

    Open Sales Lines Overview

    See the details of all open sales order lines within a given shipment date range. Slicers are available to filter…

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  • Income Statement- Dim by Sheet

    Sample Report

    Income Statement- Dim by Sheet

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  • Sample Sales Invoice

    Sample Report

    Sample Sales Invoice

    Sales invoices made easy. Use this sample sales invoice form for use with an organization’s database. Made for Microsoft Dynamics…

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  • Production Order Details

    Sample Report

    Production Order Details

    See production order details per production order in this sample report. Includes information on the product being produced and on…

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  • Vendor Rising Stars and Falling Stars

    Sample Report

    Vendor Rising Stars and Falling Stars

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  • Customer Sales by Month

    Sample Report

    Customer Sales by Month

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  • GL Simple Income Statement

    Sample Report

    GL Simple Income Statement

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  • GL Consolidated Profit and Loss

    Sample Report

    GL Consolidated Profit and Loss

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  • GL Transaction Open Activity

    Sample Report

    GL Transaction Open Activity

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