Business Reports & Budgets
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How to Access Basic Business Reports

Docyt provides a real-time look at your financial health through traditional P&L and Balance Sheet reports.



  1. To access your Docyt account, log in using your credentials.
  2. Go to the main menu and click on 'Business Reports'. Then, select the option for 'Business Reports' and choose the 'Basic' option. 
  3. Once you access the Business Reports section, you can choose between viewing 'Profit and Loss' statements or the 'Balance Sheet'.
  4. You can access the detailed balance sheet by choosing 'Balance Sheet' in the image above.
  5. Clicking on 'Profit and Loss' in the figure at point 3 will give you access to the detailed 'P&L' statement.
  6. You also have the option to export the reports in PDF or Excel format. Click on the ellipsis icon and select the desired format from the available options.