Reading your reports
Start here for Financial Overview, Profit & Loss, Balance Sheet, report periods, frequency, and why numbers can change.
Uplinq reports are most useful when you know which report answers which question. It also helps to check the period you are viewing and whether those books are still in progress.
Reports turn categorized transactions, statements, files, and customer answers into a financial view of the business. Use this page as the starting point, then open the specific report guide when you need more detail.
While Uplinq is catching up or reviewing your books, reports can look incomplete and may change. That is expected. See Why your books look "off" during onboarding and Why reports can change.
Which report to use
Use Financial Overview when you want a quick snapshot of revenue, expenses, and profit trends. It is designed for scanning and drilling into periods that look unusual.
Use Profit & Loss when you want to review income, expenses, and profit over a selected period.
Use Balance Sheet when you want to review what the business has, owes, and owns at points in time.
Use Multi-Entity Summary when you have more than one company or entity and want portfolio-level context before opening a single entity.
Controls that matter
Most report confusion comes from one of three things:
- the Report Period is not the period you meant to review;
- the Frequency is grouping the numbers differently than expected;
- the books for that period are still waiting on source data, answers, or review.
If a report looks empty, incomplete, or different than last time, check the report period first. Then check Home, My Projects, Data Hub, and Transactions > Questions for open items.
How to investigate a number
When a number looks unexpected:
- Confirm the company or entity.
- Confirm the report period and frequency.
- Expand the report rows if the report supports it.
- Click into the period, bar, or report cell when it is clickable.
- Compare the supporting transactions with the documents, statements, or context you expected.
If the supporting activity still looks wrong, send your Uplinq team the report name, period, line, and what you expected to see.