Generate financial reports
Reporting is based on imported, normalized, and reconciled data. Each report surfaces warnings and completeness issues so teams can see what still needs review.
Report types available
- - Executive summary
- - Sales summary
- - Payout reconciliation
- - Marketplace settlement
- - Fees, refunds, and taxes
- - COGS and profitability
- - Inventory summary
- - Mapping exceptions
- - Sync activity
- - Audit summary
- - Month-end packet
Before you rely on a report
- - Check the data completeness score.
- - Review warnings about missing imports, blocked previews, or reconciliation mismatches.
- - Confirm mappings and inventory costs are complete where applicable.
Related articles
Keep moving through setup with the next most relevant guides.
Run a month-end close in LedgerSync
Use the close workspace to review completeness, resolve blockers, generate reports, and track sign-off for a client period.
Use the payout reconciliation report
Review payout totals, grouped fees, refunds, negative payouts, and mismatch lists in a client-ready reporting format.
Use the COGS and profitability report
Review estimated COGS, gross profit, negative-margin SKUs, and missing-cost warnings for the selected period.
Export reports safely
Export reports as CSV, JSON, or print HTML, with redaction and permission checks built into the workflow.
Need help? Contact support
Support is the best next step when OAuth, imports, mappings, or reviewer access are blocked.