Reports & Dashboards
Once your actuals data is in Monitr and your reporting structure is set up, Reports and Dashboards are your day-to-day workspace.
Reports vs. Dashboards — what's the difference?
| Reports | Dashboards | |
|---|---|---|
| What it shows | Full financial statements (P&L, Balance Sheet, Cash Flow) in tabular form | KPI cards, charts, and metric summaries |
| Who it's for | Deep analysis, period comparisons, drill-down | Quick pulse-checks and trend visualisation |
| Export | PDF and Excel export | PDF via Booklet Export |
| Drill-down | Click any cell to see underlying transactions | Limited; click KPI cards for detail |
Most finance teams use both: dashboards for the morning check-in, reports for month-end review and board presentations.
Navigation
- Dashboard in the sidebar → entity KPI cards and charts
- Reports in the sidebar → full financial statement reports
- Forecasts in the sidebar → budget vs. actuals in report format (Premium)
The following pages go into detail on each: