Financial statements

P&L, balance sheet, and cash flow with period comparison, drill-down, and Excel export.

Where: /financial-statements — P&L, Balance Sheet, and Cash Flow.

1. Switch statements using the P&L | Balance Sheet | Cash Flow tabs.
2. Set the period: Click the calendar next to Current Period and pick a range or a shortcut (Last 30 days, Last Quarter, YTD, Last Year, etc.).
3. Compare: Use the comparison dropdown — Off, Prior period, or Prior year. When on, pick the Prior Period range too.
4. Drill down: Click a line item to expand child rows (chevrons mark expandable rows); click the expand icon on a leaf row to see the constituent accounts and codes.
5. Export: Click Export Excel to download all three statements as financial-statements-YYYY-MM-DD.xlsx.

A summary panel shows totals (Total Assets, Net Income, etc.) with change vs. the comparison period.