How Cointab Reports works
From finance data to a reusable report
Bring together the data you need, prepare it, configure the report, review the output, and run the same logic again next period.
One finance-friendly workflow from raw data to finished report.
Step 1
Add the data you need
Start with one source or bring together multiple data sources.
Upload a file
Add CSV, XLS, or XLSX data.
Another report
Use the output of an existing Cointab report.
Reconciliation data
Reuse prepared data already available in Cointab.
Bring the data together without building a separate data model first.
Add data
Step 2
Prepare the data for reporting
Use the data you already have and shape it for the report you need.
Add records
Combine similar records from multiple sources.
Add fields
Bring additional information into existing records.
Calculated columns
Create fields such as Month, Age bucket, Net amount, or another calculation required for the report.
AI-assisted formulas
Describe the calculation you need and review the formula before applying it.
Prepare reporting data without maintaining another chain of spreadsheet workings.
Step 3
Build the report you need
Configure the report using familiar finance concepts.
Filters
Choose which data belongs in the report.
Rows
Define what each report row represents.
Columns
Split the report by period, category, provider, or another dimension.
Values
Choose what should be calculated.
Calculations
Create metrics using other report values.
Layout & sorting
Control totals, ordering, and report structure.
Build the report without SQL, scripting, or BI modelling.
Step 4
See the report take shape as you build
Live report preview
Report configuration
Rows
Month
Values
Gross sales
Columns
State
The preview updates as you add data, filters, rows, columns, values, calculations, and layout options.
See the result while you build — not after you finish configuring it.
Step 5
Run the report
Cointab processes the complete reporting data and creates the final output for that run.
Use the preview to build. Run the report when you are ready for the final output.
Step 6
Review the report — and the data behind it
Final report
See the report exactly as configured.
Underlying data
Review the prepared records used to generate the report.
Filters & sorting
Explore the output further without rebuilding the report.
Move from summary to source data without leaving the report.
Step 7
Understand the numbers that matter
Gross sales
₹1,84,22,681
Calculation
Sum of Amount
Conditions
Amount > 0
Records included
1,248
Underlying records
| Invoice | State | Amount |
|---|---|---|
| INV-1042 | MH | ₹48,200 |
| INV-1048 | KA | ₹36,750 |
| INV-1051 | DL | ₹22,100 |
Click important report values to see how the number was calculated and which records contributed to it.
Every important number can stay explainable.
Step 8
Download the complete report to Excel
Workbook export
monthly-mis.xlsx
Final report
Underlying data
Calculation details
Run information
Review, share, and archive the report in the format finance teams already use.
Step 9
Run the same report next period
Once the report is configured, you do not need to rebuild it.
The report structure, calculations, filters, and layout remain reusable. For the next reporting period, provide the new inputs and run it again.
New period. New data. Same reporting logic.
Start with files. Automate when you need to.
You can run Reports as a self-serve workflow using uploaded files and Cointab data. For recurring reporting, report runs can also be automated.
Move from reusable reporting to recurring automation without rebuilding the report.
AI assists. Finance decides.
Explicit
You choose the data, structure, calculations, and report logic.
AI-assisted
Use AI to create or work with formulas where useful.
Transparent
Important calculations remain visible and reviewable.
AI helps build the report. It does not decide what your numbers mean.