> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sintropix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial Reports: P&L, Balance Sheet, Cash Flow, and More

> Run P&L, Balance Sheet, Cash Flow, and General Ledger reports in Sintropix — filter by entity, currency, and date, then export or pin to your dashboard.

Sintropix generates your core financial statements directly from the live general ledger, so the numbers you see in a report are the same numbers that back every other view in the platform. There is no separate reporting database to sync, no export-and-reformat step, and no risk of a report going stale between closes. Every report reflects the current state of the ledger the moment you open it.

## Available Reports

<AccordionGroup>
  <Accordion title="Profit & Loss (Estado de Resultados)" icon="trending-up">
    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.
  </Accordion>

  <Accordion title="Balance Sheet (Balance General)" icon="scale-balanced">
    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.
  </Accordion>

  <Accordion title="General Ledger (Libro Mayor)" icon="book-open">
    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.
  </Accordion>

  <Accordion title="Cash Flow Statement (Flujo de Caja)" icon="money-bill-wave">
    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.
  </Accordion>
</AccordionGroup>

## Filtering and Slicing

All four reports share a consistent filter bar at the top of the page. The available filters are:

| Filter            | Options                                                                                 |
| ----------------- | --------------------------------------------------------------------------------------- |
| **Entity**        | Any single subsidiary, the US holding entity, or all entities consolidated              |
| **Date Range**    | Preset periods (this month, last month, YTD, last 12 months) or a custom range          |
| **Currency**      | Transaction currency, functional currency, or reporting currency (USD)                  |
| **Account Group** | Filter a P\&L or ledger to a specific account hierarchy (e.g., only operating expenses) |

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.

<Note>
  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.
</Note>

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  Pin a rolling 12-month P\&L and a current-month cash flow side by side on your dashboard. That combination gives you a quick profitability and liquidity read every time you log in, without navigating to the Reports section.
</Tip>

## Exporting Reports

Export any report to share it with stakeholders outside Sintropix or to load it into another tool.

| Format            | Best for                                                                                                  |
| ----------------- | --------------------------------------------------------------------------------------------------------- |
| **CSV**           | Loading data into a spreadsheet for ad-hoc analysis or a data warehouse                                   |
| **Excel (.xlsx)** | Sharing with stakeholders who prefer formatted spreadsheets; the export preserves subtotals and groupings |
| **PDF**           | Board packs, investor reporting, and audit submissions that require a fixed-layout document               |

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.

<CardGroup cols={2}>
  <Card title="Financial Snapshot Dashboard" icon="gauge" href="/platform/dashboard">
    See how pinned reports appear alongside your live Cash, ARR, Burn, and Runway metrics.
  </Card>

  <Card title="Reports API" icon="code" href="/api-reference/reports">
    Pull report data programmatically into your data warehouse or BI tool via the Sintropix API.
  </Card>
</CardGroup>