Financial Reports

Bizplan provides an assortment of standard financial reports. These are automatically generated from the inputs in your financial model.

To view a report

  1. Navigate to the Reports page in the Finance section of the application.
  2. Click on the dropdown menu on the top center of the page.
  3. Choose any report you wish to view.
  4. You may change the view setting to Monthly, Quarterly and Yearly using the dropdown menu on the top right of your screen.
  5. Change the time period by clicking on the arrows next to the year.

To download a report (CSV)

  1. Choose the report you wish to download
  2. Select the view settings (Monthly, Quarterly, or Yearly).
  3. Navigate to the year you want to download the report for.
  4. Click the download button on the top right.