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 summary & reports in Railz Dashboard.

  1. In the left sidebar navigation menu, go to Businesses.
  2. Select the Business Name.
  3. Click on View Data under the Overview 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.

  1. The Financial Summary tab will show you visualizations of the overall financial health of a business. You can also access the Reports tab to view detailed financial reports like financial statements, invoices and more!
Railz Dashboard - View Reports. Click to Expand.Railz Dashboard - View Reports. Click to Expand.

Railz Dashboard - View Reports. 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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