The Reports page is your one-stop catalog for everything Simple-C can produce — financial statements for tax filing, expense breakdowns for analysis, data-quality checks, and asset and mileage logs for deductions. Open it any time from the Reports entry in the sidebar.

Finding the right report

Every report on the page is shown as a card with an icon, title, description, and a View Report button. Click anywhere on the card (or the button) to open it.

A Search Reports field at the top of the page lets you filter the cards live by title or description — type a keyword like category, uncategorized, vehicle, or depreciation and the list narrows immediately. Use the small ✕ button to clear the search.

The bank and year for a report are usually carried over from where you came from (for example, the Reports step of the Entry Workflow). The cards link straight to each report with those values pre-filled. Once you’re inside a report you can change them with that report’s own filters.

What each report group is for

The Reports page is organized into six groups so similar reports stay together.

Financial Statements

The reports your accountant cares about most:

Review & Data Quality

Run these before generating financial statements to catch errors early:

  • Uncategorized Expenses — Lists every expense still missing a category. Cleaning this up makes every other report accurate.
  • Expenses Audit Report — Flags missing or inconsistent data on imported bank records.
  • Expenses Analyzer — Visual charts and rankings that surface spending patterns and trends. This is the report to open when you want to see what’s going on.

Expense Summary Reports

When you want totals at a glance:

  • Expenses by Month Summary — Monthly totals grouped by category.
  • Expenses by Category Summary — Category totals with a monthly breakdown.
  • Expenses by Provider Summary — How much you spent with each vendor.

Expense Detailed Reports

When you need every individual transaction:

  • Expenses by Month Detailed — All expenses organized by month, then category and provider.
  • Expenses by Category Detailed — All expenses organized by category, then month and provider.
  • Expenses by Provider Detailed — All expenses organized by provider, then month and category.

Asset & Depreciation Reports

For everything tied to fixed assets and tax depreciation:

  • Assets Report — Inventory of business assets with acquisition dates and original cost.
  • Depreciation Report — Annual depreciation expense calculations for tax reporting.

Additional Reports

Useful one-offs that don’t fit a tidy category:

  • Expenses Log / Daily Report — Daily expense activity tracked by user and date.
  • Adjustments — Manual corrections made to expenses.
  • Contract Labor — Payments to independent contractors and subcontractors.
  • Other Expenses — Miscellaneous expenses grouped by description.
  • Vehicle Mileage — Business mileage log per vehicle (see the Mileage article).

Which report should I run?

A quick guide to common situations:

  • Closing out the year for taxes → Profit and Loss Statement, plus Depreciation Report and Vehicle Mileage if applicable.
  • Pre-tax cleanup → Uncategorized Expenses (first) and Expenses Audit Report.
  • Looking for spending patterns → Expenses Analyzer or Expenses by Category Summary.
  • A vendor sent a bill that looks off → Expenses by Provider Detailed for that vendor.
  • Double-checking a single month → Expenses by Month Detailed.
  • Inventorying year-end capital purchases → Assets Report.
  • Reviewing manual adjustments → Adjustments report.
  • Seeing how the year flowed month-to-month → Income and Expense Report.

Exporting

Most reports support a Print / PDF option from inside the report itself — open the report you want, set its filters, and use that report’s print/export controls. The PDF preserves the on-screen totals and category breakdown.