> For the complete documentation index, see [llms.txt](https://docs.obran.coop/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.obran.coop/obran-central/overview/financial-reporting-tool.md).

# Financial Reporting Tool

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This guide will help you use the OBRAN MONEY OPS tool to create and view financial reports, primarily focusing on Profit and Loss statements.

1\. Accessing the Tool

* Go to the page where the OBRAN MONEY OPS tool is located (likely at app.obran.coop/accounting).

2\. Choosing Your Report

* At the top left, there's a dropdown menu labeled "Report."
* Click on it to select the type of report you want to generate. Currently, "ProfitAndLoss" is selected, but you might have other options like "Balance Sheet."

3\. Setting the Timeframe

* Use the two date picker fields to define the period you want to analyze.
* The first box is for the start date, and the second is for the end date.

4\. Customizing Your Report

* Select Accounts: Click this button to choose which specific accounts you want to include in your report.
* Select Companies: Similar to accounts, click this to pick the companies whose data you want to see.
* Filter for Consolidation:
* Checked (default): The report will show the combined financial performance of all selected companies, removing any transactions between them.
* Unchecked: Each company's financial data will be shown separately, including all transactions.

5\. Other Options

* Include Invalid Data: If you suspect there might be errors in your data, you can check this box to include potentially invalid data in the report.
* Clear Cache: If you've made changes in your accounting system or want to ensure you're seeing the most up-to-date information, click this to refresh the data.

6\. Generating the Report

* Once you've made all your selections, click the blue "Load Report Data" button.
* The report will be generated and displayed below.
* Note: The first time you load a report, it might take a bit longer.

7\. Downloading the Report

* Once the report is generated, you should see a "Download Report" button.
* Click this to save a copy of the report to your computer.

Additional Tips

* The left-hand sidebar (might be hidden on smaller screens) lets you navigate to other sections of the application.
* If you need to adjust any settings, click the "Settings" button next to "Load Report Data."
* Don't hesitate to experiment with different combinations of filters and selections to get different views of your financial data.
* If you have any questions or need help, reach out to your system administrator or support team.