Reports

This section of the guide is dedicated to familiarizing you with all that the reports tab has to offer!

We are migrating reports to a model-based experience. Information in this section may be incomplete or outdated while we complete the migration.

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The reports tab is where you can create, customize, and build custom views of the financial metrics that mean the most to you. Later in this guide, we will discuss the 3 statement model and Pluvo’s built-in templates.

For now, let’s start with the basics:

Step 1: Find and click on ‘Reports’ in the navigation tab.

Once there, you will be greeted by an interface containing:

1. Report Categories

2. Individual Reports

Think of categories as helpful tools to keep track of your reports. For example: the three statement model reports all show up in a “Financial statements” report category.

Before we dive into the customizability of Pluvo reports, let’s cover how to create a new report category and a new report.