Reports & Analytics
Learn how to generate, understand, and share professional treasury reports.
BeginnerTreasurer
Automatic Formatting
KapuLetu automatically formats reports to look great on both A4 PDFs and standard WhatsApp messages.
Generating a Report
1
Navigate to Reports
Select the Reports module from the main sidebar.
2
Select Report Type
Choose the type of report you want to generate (e.g., Daily Summary).
3
Set Date Range
Use the calendar picker to select your desired date range.
4
Generate & Export
Click Generate, then choose whether to download as PDF or share directly.