Gee Ledger

Reports & Analytics

Get insights into your business finances with built-in reports. Analyze profit and loss, track spending by category, and spot trends over time.

Reports require a Pro plan.

Report Types

Profit & Loss (P&L)

A summary of income vs expenses over a period:

  • Total income, total expenses, and net profit/loss
  • Breakdown by category
  • Period-over-period comparison

Category Breakdown

Visual breakdown of spending and revenue by category:

  • Bar charts showing income and expense distribution
  • Identify your largest revenue sources and cost centers
  • Filter by date range

Performance

Track performance across locations and channels:

  • Revenue by location — compare performance across stores or offices
  • Revenue by channel — see which sales channels drive the most income
  • Filter by date range

Trends

Monthly trends over time:

  • Income and expense trend lines
  • Net balance over past months
  • Spot seasonal patterns and growth

Date Range Filter

All reports support flexible date ranges:

  • This month, last month
  • This quarter, last quarter
  • This year, last year
  • Custom date range

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