Reports bring together your business data, forecasts, and analysis in one place. Understanding the different sections and visualizations can help you quickly find the information you need and use the report for decision-making or presentations.
The sections included in a report depend on the options you selected when creating it and the data available in your workspace.
Report Structure
When you open a report, you may see several sections, including:
Forecast Summary
The Forecast Summary provides a forecast overview of the key findings in your report. Use it to quickly understand the main results without reviewing every section in detail.
Analysis
The Analysis section provides insights based on the data included in your report. It can help you identify trends, changes, and other relevant patterns in your business data.
Revenue Overview
The Revenue Overview section helps you understand your revenue performance. It includes total revenue, growth, forecast, and the data source.
Expense Analysis
The Expense Analysis section gives you an overview of your expenses, including total expenses, growth, forecast, and the data source.
Profit Analysis
The Profit Analysis section shows your profitability, including total profit, growth, forecast, and the data source.
Note: The sections available in your report depend on the data and options selected when the report was generated.
Report Infographics
Reports may use different visualizations to make your data easier to understand.
Charts
Charts help you identify trends, compare values, and understand changes over time.
Data Insights
AI Data Insights highlight key trends, patterns, and changes in your data that may require your attention. They help you quickly identify important developments and better understand what is happening across your business.
Tips for Reviewing Your Report
- Start with the Summary. Use it to get a quick overview before reviewing individual sections.
- Look at the trends. Charts can help you identify changes that may not be obvious from individual values.
- Check the context. Consider the reporting period and the data included before interpreting a result.
- Customize when needed. Add notes or sections to provide additional context for your audience.
Tip: If you're preparing a report for customers, management, or other stakeholders, review the Summary first and then use the detailed analysis and visualizations to support the key points.