---
title: Reports | Knowledge Center
description: Build and customize professional reports. This guide walks you through using templates, adding data, customizing formatting, and automating delivery.
---

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1. [Knowledge Center](https://knowledge.reachreporting.com/)
2. [Reports](https://knowledge.reachreporting.com/reports)

# Reports

 Build and customize professional reports. This guide walks you through using templates, adding data, customizing formatting, and automating delivery.

## Getting Started

- [Using the Report Builder](https://knowledge.reachreporting.com/using-the-report-builder)
- [Theme Color in the Report Builder](https://knowledge.reachreporting.com/theme-color-in-the-report-builder)
- [How to Run Both a Cash and Accrual Report](https://knowledge.reachreporting.com/how-to-run-both-a-cash-and-accrual-report)

## Report Builder Elements

- [Using Statements in Reach Reporting](https://knowledge.reachreporting.com/using-statements-in-reach-reporting)
- [Report Page Settings](https://knowledge.reachreporting.com/report-page-settings)
- [Table of Contents](https://knowledge.reachreporting.com/table-of-contents)
- [Live Text](https://knowledge.reachreporting.com/live-text)
- [Using Metrics in the Reach Reporting Builder](https://knowledge.reachreporting.com/using-metrics-in-the-reach-reporting-builder)
- [Adding Images in the Reach Reporting Builder](https://knowledge.reachreporting.com/adding-images-in-the-reach-reporting-builder)
- [Using Text Within Reach Reports](https://knowledge.reachreporting.com/using-text-within-reach-reports)
- [Adding Shapes in the Reach Reporting Builder](https://knowledge.reachreporting.com/adding-shapes-in-the-reach-reporting-builder)
- [Using the Scratchpad in the Report Builder](https://knowledge.reachreporting.com/using-the-scratchpad-in-the-report-builder)

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- [General Info](https://knowledge.reachreporting.com/general-info#main-content)

    - [Company Settings](https://knowledge.reachreporting.com/general-info#company-settings)
    - [Billing](https://knowledge.reachreporting.com/general-info#billing)
    - [Troubleshooting](https://knowledge.reachreporting.com/general-info#troubleshooting)
- [Integrations](https://knowledge.reachreporting.com/integrations#main-content)

    - [QuickBooks Online](https://knowledge.reachreporting.com/integrations#quickbooks-online)
    - [XERO](https://knowledge.reachreporting.com/integrations#xero)
    - [Digits](https://knowledge.reachreporting.com/integrations#digits)
    - [QuickBooks Desktop](https://knowledge.reachreporting.com/integrations#quickbooks-desktop)
    - [CSV Trial Balance](https://knowledge.reachreporting.com/integrations#csv-trial-balance)
    - [Gusto](https://knowledge.reachreporting.com/integrations#gusto)
    - [MYOB](https://knowledge.reachreporting.com/integrations#myob)
- [Workspaces](https://knowledge.reachreporting.com/workspaces#main-content)

    - [Companies](https://knowledge.reachreporting.com/workspaces#companies)
    - [Users](https://knowledge.reachreporting.com/workspaces#users)
    - [Troubleshooting](https://knowledge.reachreporting.com/workspaces#troubleshooting)
- [Dashboards](https://knowledge.reachreporting.com/dashboards)
- [Reports](https://knowledge.reachreporting.com/reports#main-content)

    - [Getting Started](https://knowledge.reachreporting.com/reports#getting-started)
    - [Report Builder Elements](https://knowledge.reachreporting.com/reports#report-builder-elements)
- [Metrics/Statement Builder](https://knowledge.reachreporting.com/metrics-statement-builder#main-content)

    - [Display Options](https://knowledge.reachreporting.com/metrics-statement-builder#display-options)
    - [AR/AP Aging](https://knowledge.reachreporting.com/metrics-statement-builder#ar-ap-aging)
    - [Customizing a Metric](https://knowledge.reachreporting.com/metrics-statement-builder#customizing-a-metric)
- [Sheets](https://knowledge.reachreporting.com/sheets)
- [Budget / Forecast](https://knowledge.reachreporting.com/budget-forecast#main-content)

    - [Getting Started](https://knowledge.reachreporting.com/budget-forecast#getting-started)
    - [Integrations](https://knowledge.reachreporting.com/budget-forecast#integrations)
    - [Using Budgets/Forecasts](https://knowledge.reachreporting.com/budget-forecast#using-budgets-forecasts)
- [Consolidations](https://knowledge.reachreporting.com/consolidations)
- [Client Portal](https://knowledge.reachreporting.com/client-portal)
- [AI Enhanced Reporting Info](https://knowledge.reachreporting.com/ai-enhanced-reporting-info)
- [New Features and Updates](https://knowledge.reachreporting.com/new-features-and-updates)

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