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

# Reports

> Detailed, exportable reports for sales and payments.

Where the dashboard gives you a view, **Reports** gives you data you can take away.

<Frame caption="Pick a report and a period, then generate and download it.">
  <img src="https://mintcdn.com/ekho-mtje7p526we/xBDmSkmU0JPkqQLm/images/payments/paymentsReportOverview.png?fit=max&auto=format&n=xBDmSkmU0JPkqQLm&q=85&s=95420256e8b6b312b752ff7cb8d38137" alt="The Reports page listing available report types with generate actions" width="3022" height="1272" data-path="images/payments/paymentsReportOverview.png" />
</Frame>

## What is available

<CardGroup cols={2}>
  <Card title="Sales reports" icon="chart-simple" href="/transaction-engine/payments/sales-reports">
    What sold, to whom, for how much.
  </Card>

  <Card title="Payment reports" icon="money-bill-transfer" href="/transaction-engine/payments/payment-reports">
    Every payout, matched to its order.
  </Card>
</CardGroup>

You can also [export orders](/transaction-engine/orders/export) and [export leads](/sales-agent/crm/export) directly from their tables.

## Sales versus payments

Worth keeping straight, because they answer different questions and will not tie exactly in any given month.

|                    | Answers           |
| ------------------ | ----------------- |
| **Sales report**   | What did we sell  |
| **Payment report** | What were we paid |

A sale and its payments can land on either side of a month boundary, especially when financing is involved. That is expected.

## Generating and exporting

Pick a period, generate, review the overview and table, then download for your accounting system.

<Tip>
  Filter before you export. It is faster than trimming a large file afterwards.
</Tip>

## Monthly routine

<Card title="Reconciling your finances" icon="scale-balanced" href="/transaction-engine/payments/reconcile-finances">
  A repeatable month-end process that catches problems while they are still fixable.
</Card>
