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Jet Reports Financials Report Templates


Choose from this selection of report templates to download, add your own accounts, and run from your own data source. To learn how to use these report templates, please view our Jet Reports Financials video tutorials.

   

Executive Overview
Overview of designated key metrics with date period options and comparisons.

executive-overview.jpg

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Trial Balance
List of G/L account numbers with beginning balance, credits, debits, net change, and ending balance for a given date period.

trial-balance.jpg

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Income Statement – Last Year and Budget

Income statement compares the actual amount for a given date period to the same period last year and to a specified budget.

income-statement-last-year-and-budget.png

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Income Statement by Company

Income statement for combining multiple companies onto one worksheet for a specified date period.

income-statement-by-company.jpg

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Income Statement by Month
Income statement for 12 months.

income-statement-by-month.jpg

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Projected Income Statement by Month
Projected Income statement for 12 months.

proj_inc_stmt.png

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Balance Sheet
Review assets, liabilities, and calculated ratios based on those balances.

balance-sheet.jpg

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Expenses by Dimension
Review and compare expenses for a date period across a dimension, such as Department.

expenses-by-dimensions.jpg

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Cash Flow Statement
View the business cash flow over a 12-month period.

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