Reports and Analytics

Eclipse reports are meant to answer two different questions:

What is happening in the business right now?
Are the books clean enough to trust those answers?

Core reports

The most common places to start are:

Profit and Loss for revenue, expenses, and net income over a period
Balance Sheet for assets, liabilities, and equity at a point in time
Cash Flow for movement of cash through operating activity
Cash forecast and budgets for planning cash movement, comparing non-posting runway scenarios, setting monthly revenue or expense targets, modeling budget scenarios, reviewing budget versus actuals, and exporting budget variance as CSV
Expense and tax views for cleanup, tax prep, and category analysis
Collections and aging views when you are managing receivables follow-up

These reports are most useful after key activity has been reviewed and posted correctly.

How to use reports well

Start with the right date range

Pick the smallest period that answers the question you have. A month or quarter is usually easier to review than a full year when you are diagnosing a problem.

Review exceptions before exporting

If the dashboard or banking views show unresolved blockers, stale bank feeds, or review items, handle those first. Reports are only as clean as the underlying activity.

Accuracy review findings are evidence for a reviewer. Eclipse does not automatically apply a stored suggestion that would change an expense amount, category, status, or other accounting record until that action has a ledger-aware posting and reversal path.

Use exports for handoff, not discovery

Exports are great once you know the report is right. They are less helpful when you are still figuring out why a number looks off.

What teams usually look for

revenue and expense movement by period
whether cash activity matches expectations
which expense categories are rising fastest
whether receivables need attention
what needs cleanup before tax prep or accountant review

Common outputs

Depending on the report, Eclipse can support exported handoff workflows such as PDF or CSV output, saved views, share links for saved views and saved ad hoc reports, print-friendly pages, and scheduled reporting.

Scheduled reports can run hourly, daily, weekly, or monthly. Daily, weekly, and monthly schedules include a delivery time, timezone, and the relevant weekday or month day, then email the selected export format to the recipients on the schedule.

Core and specialized standard reports also support saved views. Save a filtered financial, aging, expense, ecommerce, tax, or cash-forecast report from its report header, then return to it from Reports and the related report pack. Saved ad hoc reports can be shared from the builder after creation and while editing an existing report. Shared links expose only the saved report’s display metadata; they do not run or return live financial rows. Links can expire or enforce an access limit, and Eclipse does not cache the public response.

The cash forecast includes non-posting runway scenarios for current timing, faster invoice collection, bill payment timing, and recurring-cost control. Scenario cards show net cash, low point, runway, source assumptions, and workflow handoffs without changing posted books.

The monthly AI explanation is read-only. It shows the report period, source metrics, cited source rows, confidence, ledger guardrails, regeneration path, and audit posture beside the narrative so teams can review the explanation without wondering whether it changed the books. Use Ask about this report to open Eclipse AI with the cited report rows already included in the question. Eclipse records shown narrative events without storing the raw narrative as audit metadata.

Enabled finance alert rules are checked every hour. When a threshold is met, Eclipse records the alert in the active workspace and delivers the channels selected on the rule. A failed metric read or requested delivery is treated as a failed run; Eclipse does not label an email sent unless the provider accepted it.