Bizplan provides a variety of standard financial reports, which are automatically generated based on the inputs in the Finance section. These reports help you analyze your business’s financial health and make informed decisions.
How to View a Financial Report
- Navigate to the Reports tab in the Finance section of the builder.
- Click on the dropdown menu at the top center of the page.
- Choose the report you wish to view.
- Adjust the view settings using the dropdown menu in the top right of the page:
- Monthly
- Quarterly
- Yearly
- Change the time period by clicking the arrows next to the year.
How to Download a Report (CSV Format)
- Select the report you want to download.
- Choose the view setting (Monthly, Quarterly, or Yearly).
- Navigate to the year you wish to download.
- Click the download button in the top right corner of the page.
By following these steps, you can easily access and download financial reports to track your business’s performance in Bizplan.