Financial Reports
Access a full suite of built-in financial reports and customise based on your needs. Report on single entity or consolidate multi-entity data, tailor reports, and share insights live within Joiin or download report packs.
“Easy to navigate and intuitive to use. It offers terrific flexibility for consolidation”
Built-In Reports for Key Financial Insights
Get instant access to Trial Balance, Balance Sheet, Cashflow, Profit and Loss, KPI, and Combined reports, all customisable to fit your reporting needs.
KPIs
Keep performance front and centre with tailored KPI reports. Easily track the metrics that matter most, from margins and growth rates to custom business-specific indicators.
Custom layouts tailored to your reporting needs
Design comprehensive Profit & Loss, Balance Sheet, and Cashflow reports that fully align with your statutory or internal standards. Save your custom layouts and add instantly to Report Packs giving you tailored views for stakeholders every time.
Format reports to align with GAAP, IFRS, or internal standards.
Consolidate accounts with different codes into a single, unified structure.
Add custom formulas and KPIs to calculate the metrics that matter.
Include bar, line, or donut charts to visualise key figures.
Drag, group, hide or collapse sections to control how your data is presented.
Save layouts for reuse across reports, entities, or clients with ease.
Explore our FAQs
How do I create custom reports in Joiin to suit my specific business needs?
Creating custom reports in Joiin is a breeze. Navigate to the Custom Reports section on the Joiin dashboard, where you can easily tailor your reports based on specific criteria, such as departments, accounts, or time periods.
The user-friendly interface allows you to design a report that aligns perfectly with your unique business requirements, allowing you to add custom KPIs, charts and groups.
Can I share custom reports with my team or clients using Joiin?
Our custom reporting feature makes collaboration easy by allowing you to share custom reports with team members or clients directly from the platform.
Simply select the report you want to share, customise access permissions, and invite collaborators. This feature ensures everyone stays on the same page, fostering better communication and decision-making.
How can I schedule and automate the generation of custom reports in Joiin?
You can set up recurring schedules to receive reports at specified intervals, ensuring that you stay informed without the need for manual intervention. This time-saving feature allows you to focus on your data rather than spend time generating reports every month.
I have specific key performance indicators (KPIs) I want to monitor. Can Joiin's custom reports accommodate this?
Yes, the custom reports feature is designed to cater to your specific KPIs. You can easily include and customise KPIs in your reports to track the metrics that matter most to your business.
Whether it’s financial ratios, sales performance, or any other key indicators, custom reports give you the flexibility to monitor and analyse your the KPIs that matter to you.
How can Joiin's custom reports help me with budget analysis and variance tracking?
Joiin’s custom reports are powerful tools for budget analysis and variance tracking. Simply utilise the customisation options to compare actuals against budgets and variances. This feature allows you to gain insights into your financial performance, identify areas of improvement, and make informed decisions to keep your business on track.
Can Joiin produce statutory-compliant financial reports that align with GAAP, IFRS, or other mandated standards?
Joiin empowers users with customisable reporting capabilities, enabling the creation of bespoke financial reports tailored to meet statutory requirements or individual preferences with precision.
Start your financial reporting today with Joiin.
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