Available Reports
Profit & Loss (Estado de Resultados)
Profit & Loss (Estado de Resultados)
View income, cost of goods sold, gross margin, operating expenses, and EBITDA for any period. Filter by entity, date range, and account group to drill from the consolidated view down to a single subsidiary’s cost structure.
Balance Sheet (Balance General)
Balance Sheet (Balance General)
See assets, liabilities, and equity as of any date. Run it consolidated across all entities — with intercompany eliminations applied automatically — or isolate a single subsidiary for a standalone view.
General Ledger (Libro Mayor)
General Ledger (Libro Mayor)
Every accounting entry in date order, with the source document, account, counterpart account, and amount. Filter by account, date range, and entity to trace any balance back to its originating transaction.
Cash Flow Statement (Flujo de Caja)
Cash Flow Statement (Flujo de Caja)
Operating, investing, and financing activities broken out clearly. Both the direct method (actual cash receipts and payments) and the indirect method (net income adjusted for non-cash items) are supported — switch between them without re-entering any data.
Filtering and Slicing
All four reports share a consistent filter bar at the top of the page. The available filters are:
Changes to filters apply instantly — the report re-renders without a page reload. You can share a filtered view by copying the URL; the filter state is encoded in the link.
Consolidated reports — those run with Entity: All — automatically apply intercompany eliminations. Intercompany loans, sales, and cost charges between subsidiaries are removed so they do not inflate group-level revenue or expenses. You can toggle eliminations off temporarily to see the gross consolidated view.
Pinning Reports to the Dashboard
Any report can be pinned to your Financial Snapshot dashboard so your most important views are always one click away.1
Open the report
Navigate to Reports in the left sidebar and open the report you want to pin. Apply any filters you want to be preserved on the dashboard widget.
2
Click the pin icon
Click the pin icon (📌) in the top-right corner of the report view. A dialog will confirm the widget name and the filter state that will be saved.
3
View it on the dashboard
Navigate to Dashboard → Financial Snapshot. Your pinned report appears as a widget. Drag it to reorder it among your other pinned metrics.
Exporting Reports
Export any report to share it with stakeholders outside Sintropix or to load it into another tool.
To export, open the report, apply your desired filters, and click Export in the top-right corner. Select the format and the file downloads immediately.
Financial Snapshot Dashboard
See how pinned reports appear alongside your live Cash, ARR, Burn, and Runway metrics.
Reports API
Pull report data programmatically into your data warehouse or BI tool via the Sintropix API.