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Sample Reports

Browse sample dashboards and reports by product

  • Profit and Loss – Review

    Sample Report

    Profit and Loss – Review

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  • FTE – Trend Analysis

    Sample Report

    FTE – Trend Analysis

    Employee-related costs and FTE trend analysis within one single report. Effectively monitor in a single table view. Download the sample…

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  • Profit and Loss Including Bridge (Including Column Drill)

    Sample Report

    Profit and Loss Including Bridge (Including Column Drill)

    Analyze the bridge of entities for a specific P&L account with this sample dashboard by CXO. Simply click on an…

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  • Return on Equity

    Sample Report

    Return on Equity

    Tracking Return on Equity is essential, but that doesn’t mean it’s easy. Fortunately, insightsoftware has developed a dashboard specifically for…

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  • Operating Cash Flow

    Sample Report

    Operating Cash Flow

    Keeping an operating cash flow of the organization requires the careful and constant collection of data. Experience how this dashboard…

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  • Debt to Equity Ratio

    Sample Report

    Debt to Equity Ratio

    Debt to equity ratio is one of the key performance indicators that executives need to track at all times. How?…

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  • Accounts Receivables KPIs

    Sample Report

    Accounts Receivables KPIs

    Discover what the next generation of data-driven decision making looks like with this sample dashboard of Account Receivable KPIs

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  • Statement of Account in Word

    Sample Report

    Statement of Account in Word

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  • Monthly Income Statement in Word

    Sample Report

    Monthly Income Statement in Word

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  • Past Due Notice in Word

    Sample Report

    Past Due Notice in Word

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  • Past Due Notice in Word

    Sample Report

    Past Due Notice in Word

    See a list of a customer's past due items inserted into a Word document along with customer address for easy…

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  • Statement of Account in Word

    Sample Report

    Statement of Account in Word

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  • Monthly Income Statement in Word

    Sample Report

    Monthly Income Statement in Word

    Get monthly income statement information for current month and YTD time periods, along with graphs inserted into a Word document.

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  • Customer Address Labels

    Sample Report

    Customer Address Labels

    Customer address information is merged into a spreadsheet formatted to print to Avery 5160 labels. Try this time-saving solution for…

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  • Open Sales Lines Overview

    Sample Report

    Open Sales Lines Overview

    See the details of all open sales order lines within a given shipment date range. Slicers are available to filter…

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  • Income Statement- Dim by Sheet

    Sample Report

    Income Statement- Dim by Sheet

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  • Sample Sales Invoice

    Sample Report

    Sample Sales Invoice

    Sales invoices made easy. Use this sample sales invoice form for use with an organization’s database. Made for Microsoft Dynamics…

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  • Top 5 Sales

    Sample Report

    Top 5 Sales

    Get a dashboard view of top items sold. The Top 5 customers represent a percentage of all sales and gross…

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