Step 3: View Data

Now that you have added a Business and created a connection with an Accounting Service provider you can view and download the financial reports as well as view the data in Railz Dashboard.

View and Save Reports

  1. In the left sidebar navigation menu, go to Reports.
  2. Select the Business through Business Name drop-down.
  3. Select the Accounting Platform.
  4. Select the Report Type and Frequency (if applicable). Report Frequency represents the reporting period (e.g. yearly, monthly or quarterly).
  5. Select or enter the Start Date and End Date for the reporting period you want to view.
  6. Click Generate Report. You can save the report in the format of your choice by selecting the drop-down besides Generate Report.
Railz Dashboard - View Reports. Click to Expand.Railz Dashboard - View Reports. Click to Expand.

Railz Dashboard - View Reports. Click to Expand.

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Supported Export Formats

The supported formats for saving the reports are PDF, JSON, XLSX, and CSV.

View Business and Financial Summary

  1. In the left sidebar navigation menu, go to Businesses.
  2. Select the Business Name.
  3. Clock on View Data* under the Summary** column.
Railz Dashboard-View Financial Summary. Click to Expand.Railz Dashboard-View Financial Summary. Click to Expand.

Railz Dashboard-View Financial Summary. Click to Expand.


Read Next

Congratulations, you have completed the Railz Quickstart! From here, we invite you to learn more about all the features and next steps to get you ready for production.

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