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  2. Reports

Open a report

Choose a report from Reports to review business activity.

Updated 10-26-2026
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  • Help home
  • Getting started3
  • Customers3
  • Estimates3
  • Invoices4
  • Payments & Stripe5
  • Expenses2
  • Banking3
  • Reports2
    • Open a report
    • Understand cash and accrual reports
  • Account2
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team5
Browse topics
  • Help home
  • Getting started3
  • Customers3
  • Estimates3
  • Invoices4
  • Payments & Stripe5
  • Expenses2
  • Banking3
  • Reports2
    • Open a report
    • Understand cash and accrual reports
  • Account2
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team5

Choose a report

  1. Open Reports.
  2. Choose Profit and Loss, Unpaid invoices by age, or Expenses by vendor.
  3. Set the date range. For Profit and Loss, you can also pick Accrual or Cash under Method. Then review the report.

Open Reports in PlanBill

Related guides

  • Understand cash and accrual reports
  • Create and send an invoice

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