Dolla

Generate PDF reports

Use Reports for PDF exports, Cash Flow, Tax, and Adviser Review from one analysis workspace.

Reports is the analysis hub

Use Reports when you want to generate a PDF report, review historical cash flow, prepare tax summaries, or prepare an Adviser Review workspace from one place. Reports, Cashflow, Tax, and Adviser are separate rows in the Analyse sidebar, alongside Insights, Calendar, and Wrap.

The report scope is URL-backed. If you copy a Reports link, the active period, household scope, account, categories, tags, and one-off treatment come with it. An explicit link range takes precedence over the shared session range from Dashboard, Budget, or Reports. With neither present, Reports uses the calendar month containing your newest transaction plus the two preceding months.

The date picker names that data-anchored default Last 3 months. Choose All time to remove date limits; range=all stays explicit in both the URL and shared session scope, so reloading or moving between Dashboard, Budget, and Reports does not silently restore a default window.

What you can filter

Reports can be sliced by:

  • Date range.
  • Household, joint, or member scope.
  • Account.
  • Category, including parent categories that expand to their child categories.
  • Tags.
  • Whether one-off transactions should be excluded.

Selecting a parent category includes all of its descendants. In the picker, a partly selected parent means that only some of its child categories are included. Select all the categories you want, then choose Apply to update the report once.

Analyse sections

  • Reports generates a PDF report from the active transaction scope. The export menu also keeps Excel workbook and filtered CSV options available for users who need spreadsheet-friendly output.
  • Cash Flow is for historical statements, spending trends, category distribution, and period comparisons.
  • Tax is for financial-year estimates, deductions, capital gains, and tax exports. It uses its own financial-year selector inside the section.
  • Adviser is always available as an Analyse row. Enable Adviser Mode by opening the cogwheel, choosing Settings, then Family before opening its workspace. Premium households can create an immutable factual snapshot, preview the adviser view, share access with one adviser email, allow or block PDF downloads, and manage adviser requests and activity.

PDF reports, tax workspace features, and advanced report exports are Standard features. Premium unlocks advanced forecasting, runway, and what-if planning. AI assistant behaviour remains controlled by the user AI setting.

Adviser Review is a Premium feature. It is factual preparation material for a household-controlled adviser review, not advice, risk scoring, product recommendations, or a replacement for an adviser's own fact-find.

Related analysis pages

Other rows in Analyse cover related work:

  • Insights checks for transaction-backed findings such as duplicate charges and lets you expand the exact evidence inline.
  • Planning is for Premium forecast, runway, and what-if scenarios. Day-level actual and projected timing lives in the Analyse Calendar.
  • Monthly Wrap creates a completed month-end narrative and email summary.

Start with Dashboard for the daily overview, use the Analyse rows when you need to understand the numbers, and use Plan for forward-looking scenarios and goals.