# Reporting

> Odoo includes generic and dynamic reports available for all countries, regardless of the localization package installed:.

Fonte: https://docs.kmee.com.br/en/odoo/modules/financeiro/relatorios/

Odoo includes **generic** and **dynamic** reports available for all countries, regardless of the localization package installed:

- [Balance Sheet](https://docs.kmee.com.br/en/odoo/enterprise/modules/financeiro/relatorios/#reporting-balance-sheet)
- [Profit and Loss](https://docs.kmee.com.br/en/odoo/enterprise/modules/financeiro/relatorios/#reporting-profit-and-loss)
- [Executive Summary](https://docs.kmee.com.br/en/odoo/enterprise/modules/financeiro/relatorios/#reporting-executive-summary)
- [General Ledger](https://docs.kmee.com.br/en/odoo/enterprise/modules/financeiro/relatorios/#reporting-general-ledger)
- [Aged Receivable](https://docs.kmee.com.br/en/odoo/enterprise/modules/financeiro/relatorios/#reporting-aged-receivable)
- [Aged Payable](https://docs.kmee.com.br/en/odoo/enterprise/modules/financeiro/relatorios/#reporting-aged-payable)
- [Cash Flow Statement](https://docs.kmee.com.br/en/odoo/enterprise/modules/financeiro/relatorios/#reporting-cash-flow-statement)
- [Tax Report](https://docs.kmee.com.br/en/odoo/enterprise/modules/financeiro/relatorios/#reporting-tax-report)

To expand the lines of a report and view its details, click the ▸ (**right arrow**) on the left. Then click the ▾ (**down arrow**) to the right of the account, journal entry, payment, invoice, etc. to **Annotate** and view the details.

![Annotate reports.](https://docs.kmee.com.br/odoo/referencias/img/applications/finance/accounting/reporting/reporting-annotate.png)

To export reports in PDF or XLSX format, click **PDF** or **XLSX** at the top of the page.

To compare values across periods, click the **Comparison** menu and select the periods you want to compare.

![Comparison menu to compare time periods.](https://docs.kmee.com.br/odoo/referencias/img/applications/finance/accounting/reporting/reporting-comparison.png)

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## Balance Sheet

The **Balance Sheet** shows a snapshot of your organization's assets, liabilities, and equity at a particular date.

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## Profit and Loss

The **Profit and Loss** report (or **Income Statement**) shows your company's net income by deducting expenses from revenue for the reporting period.

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## Executive Summary

The **Executive Summary** provides an overview of all the important figures for overseeing your company's performance.

It includes the following items:

- - **Performance**:

    - - **Gross profit margin**:

        The contribution of all sales your business makes **minus** any direct costs needed to make those sales (labor, materials, etc.).

    - - **Net profit margin**:

        The contribution of all sales made by your business **minus** any direct costs needed to make those sales *and* fixed overheads your company has (electricity, rent, taxes to be paid as a result of those sales, etc.).

    - - **Return on investment (per annum)**:

        The ratio of the net profit to the amount of assets the company used to make those profits.

- - **Position**:

    - - **Average debtors days**:

        The average number of days it takes your customers to (fully) pay you across all your customer invoices.

    - - **Average creditors days**:

        The average number of days it takes you to (fully) pay your suppliers across all your bills.

    - - **Short-term cash forecast**:

        How much cash is expected in or out of your business in the next month, i.e., the balance of your **Sales account** for the month **minus** the balance of your **Purchases account** for the month.

    - - **Current assets to liabilities**:

        Also referred to as the **current ratio**, this is the ratio of current assets (*assets that could be turned into cash within a year*) to the current liabilities (*liabilities that will be due in the next year*). It is typically used to measure a company's ability to service its debt.

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## General Ledger

The **General Ledger** report shows all transactions from all accounts for a selected date range. The initial summary report shows the totals for each account. To expand an account and view its details, click the ▸ (**right arrow**) on the left. This report is useful for reviewing each transaction that occurred during a specific period.

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## Aged Receivable

The **Aged Receivable** report shows the sales invoices awaiting payment during a selected month and several months prior.

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## Aged Payable

The **Aged Payable** report displays information on individual bills, credit notes, and overpayments you owe and how long these have gone unpaid.

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## Cash Flow Statement

The **Cash Flow Statement** shows how changes in balance sheet accounts and income affect cash and cash equivalents and breaks the analysis down to operating, investing, and financing activities.

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## Tax Report

The **Tax Report** shows the **NET** and **TAX** amounts for all the taxes grouped by type (**Sales**/**Purchases**).

- [Analytic accounting](https://docs.kmee.com.br/en/odoo/enterprise/modules/financeiro/contabilidade-analitica/)