Yorlet Reporting - Yorlet Documentation

Reporting helps you understand how the business is performing. Use preconfigured reports for income, expenses, and owner payments, pin charts to the Dashboard, and download a CSV when you need the underlying rows. You can generate reports from the Reports page.

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Basic reporting

Generate account and owner reports for a date range

Dashboard reports

Pin charts to the Dashboard so the numbers you care about stay visible

Exporting data

Download CSVs, filter the rows, and share exports across your organisation

Metadata

Add your own fields to records so they appear in reports and exports