> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).

# Reports & Insights

Dashboards, financial statements and month-end reports for your clients.

- [Your Dashboards at a glance](https://www.zerabooks.com/help/reports-and-insights/dashboards-at-a-glance): Dashboards is a read-only snapshot of your cash, income, burn and runway for one period. Here is what every card shows and where each one leads.
- [How Runway, Net Burn and Total Cash are calculated](https://www.zerabooks.com/help/reports-and-insights/runway-net-burn-and-total-cash): The exact formulas behind the cash cards on Dashboards, which accounts they count, and why Runway sometimes reads No cash burn.
- [Explore Expenses, Revenue and Cost of Revenue](https://www.zerabooks.com/help/reports-and-insights/explore-expenses-and-revenue): Three pages break one part of your Profit & Loss down by category and by vendor or customer, with what grew, what shrank and the transactions behind it.
- [Choosing a reporting period](https://www.zerabooks.com/help/reports-and-insights/choose-a-reporting-period): One period picker sets the dates on Dashboards, Financials, Custom Reports and most other pages. Here are the presets, custom ranges and how the arrows step.
- [Reading your Financials](https://www.zerabooks.com/help/reports-and-insights/read-your-financials): Financials holds your Profit & Loss, Balance Sheet, Cash Flow, Trial Balance and aging reports, all calculated from your ledger. Here is how the tabs, dates and month columns work.
- [Statement options](https://www.zerabooks.com/help/reports-and-insights/statement-options): Change number format, the change column, percentages and comparisons on your Profit & Loss, Balance Sheet and Cash Flow, and why there is no cash or accrual switch.
- [Drill into any number](https://www.zerabooks.com/help/reports-and-insights/drill-into-any-number): Click an amount on your Profit & Loss, Balance Sheet or Cash Flow to see how it changed, its 12-month history and the transactions behind it.
- [Download reports as PDF, CSV or Excel](https://www.zerabooks.com/help/reports-and-insights/download-reports): Download your Profit & Loss, Balance Sheet, Cash Flow or Trial Balance as a PDF, a CSV or an Excel workbook, and what each file contains.
- [Download the Financial Package](https://www.zerabooks.com/help/reports-and-insights/download-the-financial-package): Download your Trial Balance, Profit & Loss, Balance Sheet and Cash Flow as one PDF, with the Ledger as a CSV, in a single click.
- [Email financial statements](https://www.zerabooks.com/help/reports-and-insights/email-financial-statements): Send your statements to a client or your accountant from Financials, with the PDFs, Ledger CSV or Excel workbook attached. Up to 10 recipients and 25 MB.
- [A/R and A/P aging](https://www.zerabooks.com/help/reports-and-insights/ar-and-ap-aging): See who owes you, who you owe and how overdue each invoice and bill is, on any date, with a check that the total ties to your receivables or payables balance.
- [Year-end review and 1099 candidates](https://www.zerabooks.com/help/reports-and-insights/year-end-review-and-1099s): At your fiscal year-end, Financials lists what may still need settling: missing depreciation, loan payments with no interest, and payees who may need a Form 1099.
- [Create a month-end custom report](https://www.zerabooks.com/help/reports-and-insights/create-a-month-end-report): Build a branded month-end, quarter-end or year-end report with your statements, charts and notes, starting fresh or from last month's report.
- [Customize pages and the cover, and attach supporting files](https://www.zerabooks.com/help/reports-and-insights/customize-pages-cover-and-files): Change each page's title and figures, set the cover's title, preparer, footer and artwork, reorder pages, and attach PDFs or images to a custom report.
- [Publish, copy, share and email a custom report](https://www.zerabooks.com/help/reports-and-insights/publish-and-share-a-report): Publish a custom report as a final snapshot, make an editable copy, download it as a PDF or a package with its files, and email the PDF to your client.