{"id":28276,"date":"2026-05-28T13:27:07","date_gmt":"2026-05-28T13:27:07","guid":{"rendered":"https:\/\/synder.com\/help\/?p=28276"},"modified":"2026-09-04T13:24:07","modified_gmt":"2026-09-04T13:24:07","slug":"financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/","title":{"rendered":"Analytics Tab in Synder: Overview, Reports, Profit and Loss, and Balance Sheet"},"content":{"rendered":"\n<ul class=\"wp-block-advgb-summary advgb-toc alignnone\">\n<li class=\"toc-level-1\"><a href=\"#what-is-the-financials-tab-975183d6-f211-47f2-8d1f-de89950de3a5\">What is the Analytics tab?<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#overview-f92176d6-adfd-41f8-8a3b-1e827737dd57\">Overview<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#reports-add-edit-and-delete-b1c2d3e4\">Reports: add, edit, and delete<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#profit-and-loss-09c07e4a-6c64-44a5-af06-3a94d80b0966\">Profit and loss<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#balance-sheet-46953b00-f7f8-4e32-9b3b-7d558c2ecb37\">Balance sheet<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#quick-examples-c294124c-f917-4135-ac84-3817ebf2fb24\">Quick examples<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#limits-and-access-214d9f7d-5f24-4f97-b2aa-6aff23445626\">Limits and access<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#faq-f53e2399-0c5c-49ce-b5a6-bf39d05ce728\">FAQ<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>Analytics tab<\/strong> is your central place in Synder for reporting and financial visibility. It brings together a self-service report builder powered by AI. Instead of switching between separate tools and report views, you can analyze financial data and generate insights from a single workspace.<\/p>\n\n\n\n<iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/XAUqbHeB3Co?si=synderanalytics\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-is-the-financials-tab-975183d6-f211-47f2-8d1f-de89950de3a5\"><strong>What is the Analytics tab?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Analytics tab is Synder&#8217;s reporting hub. It turns the data Synder gets from your sales channels and payment platforms into the reports you actually use, from sales by product or channel, all without leaving Synder or exporting to a spreadsheet.<br><br><strong>Reports and the ready-made template catalog now live inside the Overview page<\/strong> \u2014 there are no longer separate Templates or My reports pages. Here are the pages you&#8217;ll find in the Analytics tab:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Page<\/strong><\/td><td><strong>What it is<\/strong><\/td><td><strong>Who it&#8217;s for<\/strong><\/td><\/tr><tr><td><strong>Overview<\/strong><\/td><td>A single view of all your saved reports, driven by one shared date range. Add, edit, reorder, and remove reports right here.<\/td><td>Anyone who wants the whole picture at a glance.<\/td><\/tr><tr><td><strong>Profit and loss<\/strong><\/td><td>Your Profit and Loss financial statement.<\/td><td>Available to organizations with the Per Transaction sync with QuickBooks Online.<\/td><\/tr><tr><td><strong>Balance sheet<\/strong><\/td><td>Your Balance Sheet financial statement.<\/td><td>Available to organizations with the Per Transaction sync with QuickBooks Online.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"overview-f92176d6-adfd-41f8-8a3b-1e827737dd57\"><strong>Overview<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>Overview<\/strong> page is the first thing you land on inside Analytics. It pulls all your saved reports into a single view.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> Every new Synder organization starts with 3 pre-loaded reports \u2014 <strong>Sales by channel<\/strong>, <strong>Gateway Fees (Monthly Trend) by Sales Channel<\/strong>, and <strong>Top 5 products by revenue<\/strong>. These count toward your 6-report limit, so new users will see <strong>3\/6 reports<\/strong> already in place when they first open the Overview.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"how-to-access-it-a6a611f0-7e94-45c5-9093-17438acebf1c\"><strong>How to access it<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Analytics \u2192 Overview<\/strong> in the left-side menu.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"671\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports.jpg\" alt=\"Analytics Overview page in Synder showing report cards, the reports counter, date range, and Add report button\" class=\"wp-image-31988\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports-300x168.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports-1024x573.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports-768x429.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports-1080x604.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports-60x34.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports-150x84.jpg 150w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The <strong>date range<\/strong> sits at the top, with quick options: <strong>Last 7 days<\/strong>, <strong>Last 30 days<\/strong>, <strong>Last 90 days<\/strong>, or <strong>Custom<\/strong>. Choosing <strong>Custom<\/strong> reveals inline <strong>From<\/strong> and <strong>To<\/strong> date fields.<br><br><em>Custom ranges are available for periods up to 1 year.<\/em><\/li>\n\n\n\n<li>The selected range applies to <strong>all<\/strong> reports on the page.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"788\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-custom-date-range.jpg\" alt=\"Synder Analytics Overview with the Custom date range selected showing From and To date fields\" class=\"wp-image-31991\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-custom-date-range.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-custom-date-range-300x197.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-custom-date-range-1024x672.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-custom-date-range-768x504.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-custom-date-range-1080x709.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-custom-date-range-60x39.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-custom-date-range-150x99.jpg 150w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"managing-your-report-cards-c3d4e5f6\"><strong>Managing your report cards<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Each report card has two controls in its top-right corner:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The <strong>six-dot handle<\/strong> \u2014 drag it to reorder cards on the Overview.<\/li>\n\n\n\n<li>The <strong>three-dot menu<\/strong> \u2014 click it to <strong>Edit<\/strong> or <strong>Delete<\/strong> that report.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"799\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-report-card-menu.jpg\" alt=\"Report card in Synder Analytics with the three-dot menu open showing Edit and Delete, plus the drag handle\" class=\"wp-image-31990\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-report-card-menu.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-report-card-menu-300x200.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-report-card-menu-1024x682.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-report-card-menu-768x511.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-report-card-menu-1080x719.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-report-card-menu-60x40.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-report-card-menu-150x100.jpg 150w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"reports-add-edit-and-delete-b1c2d3e4\"><strong>Reports: add, edit, and delete<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To add a report, click <strong>Add report<\/strong> in the top-right of the Overview. The <strong>Add report<\/strong> dialog gives you three ways to build, all in one place.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"676\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-add-report-templates.jpg\" alt=\"Add report dialog in Synder Analytics showing category filters, template grid, Generate with AI, and Start from scratch\" class=\"wp-image-31989\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-add-report-templates.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-add-report-templates-300x169.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-add-report-templates-1024x577.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-add-report-templates-768x433.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-add-report-templates-1080x608.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-add-report-templates-60x34.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-add-report-templates-150x85.jpg 150w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>A. Browse a template<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The left rail filters the catalog by category \u2014 <strong>All (16), Sales (7), Customers (2), Expenses (4), Refunds (2), Tax (1)<\/strong> \u2014 or use the search box to find a template by name. Click a template&#8217;s <strong>Use template<\/strong> button and the report is added <strong>straight to your Overview<\/strong>. You can edit it anytime afterward via the three-dot menu on its card.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>B. Generate with AI<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The fastest way to get a working report \u2014 no need to know what to group by or which metric to pick.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Type a prompt like <em>&#8220;Top 10 products by revenue for the last quarter, sorted descending&#8221;<\/em> or <em>&#8220;Monthly sales totals by country for the past 12 months&#8221;<\/em>.<\/li>\n\n\n\n<li>The AI builds the chart configuration (chart type, grouping, metrics, filters, sort, limit) and opens it for review.<\/li>\n\n\n\n<li>A blue <strong>&#8220;Generated with AI&#8221;<\/strong> banner explains why the AI chose this configuration.<\/li>\n\n\n\n<li>If the result isn&#8217;t quite right, <strong>&#8220;Improve with AI&#8221;<\/strong> lets you iterate without starting over.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>C. Start from scratch<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Full control over chart type, grouping, metrics, filters, sorting, and limit. Best when you know exactly what you want.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"the-template-catalog-16-reports-d6b510f1-845c-43da-bdb8-04804b13eb6a\"><strong>The template catalog (16 reports)<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Name<\/strong><\/td><td><strong>Type<\/strong><\/td><td><strong>What it shows<\/strong><\/td><\/tr><tr><td>Gross Sales (total)<\/td><td>Summary table<\/td><td>Total income from invoices and sales receipts for the selected period.<\/td><\/tr><tr><td>Gross Sales (monthly trend)<\/td><td>Monthly trend<\/td><td>Monthly trend of income from invoices and sales receipts.<\/td><\/tr><tr><td>Average Order Value (total)<\/td><td>Summary table<\/td><td>Average order value for the period \u2014 total gross income divided by the number of unique orders.<\/td><\/tr><tr><td>Average Order Value (monthly)<\/td><td>Monthly trend<\/td><td>Monthly average order value \u2014 gross income divided by the number of unique orders each month.<\/td><\/tr><tr><td>Gateway Fees (total)<\/td><td>Summary table<\/td><td>Total payment-gateway fees recorded as expense transactions.<\/td><\/tr><tr><td>Gateway Fees (monthly trend)<\/td><td>Monthly trend<\/td><td>Monthly trend of payment-gateway fees recorded as expense transactions.<\/td><\/tr><tr><td>Top 5 products by revenue<\/td><td>Ranking<\/td><td>Top 5 products by gross income and units sold for the period.<\/td><\/tr><tr><td>Sales by shipping country<\/td><td>Distribution<\/td><td>Revenue split across customer shipping countries.<\/td><\/tr><tr><td>Tax summary<\/td><td>Ranking<\/td><td>Tax collected for the period, broken down by tax rate\/type. Amounts follow the liabilities convention and may appear as negatives.<\/td><\/tr><tr><td>Sales by channel<\/td><td>Distribution<\/td><td>Revenue split across e-commerce channels (Shopify, Amazon, etc.).<\/td><\/tr><tr><td>Channels \u2014 monthly side-by-side<\/td><td>Comparison<\/td><td>Monthly revenue stacked across e-commerce channels \u2014 one stack per month, segmented by channel.<\/td><\/tr><tr><td>Refunds by product<\/td><td>Ranking<\/td><td>Refunded amount and units per product, sorted by refunded amount.<\/td><\/tr><tr><td>Top 5 customers by revenue<\/td><td>Ranking<\/td><td>Top 5 customers by gross income and unique-order count. Groups by name (approximate \u2014 same names merge).<\/td><\/tr><tr><td>Income vs Expenses (monthly)<\/td><td>Comparison<\/td><td>Monthly comparison of income and expenses \u2014 one stacked bar per month, segmented by account type. Mini P&amp;L view.<\/td><\/tr><tr><td>Top 5 expense accounts<\/td><td>Ranking<\/td><td>Top 5 expense accounts by spend for the period \u2014 answers &#8220;where the money went&#8221;.<\/td><\/tr><tr><td>Refunds (monthly trend)<\/td><td>Monthly trend<\/td><td>Monthly trend of refunded amount \u2014 pairs with &#8220;Refunds by product&#8221; for cyclicality and refund-rate review.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"profit-and-loss-09c07e4a-6c64-44a5-af06-3a94d80b0966\"><strong>Profit and loss<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>Profit and loss<\/strong> page shows your income, expenses, and net profit for a chosen period. This financial statement is available for users on Per Transaction sync mode connected to QuickBooks Online.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"how-to-access-it-eb450bf9-3321-4cb5-a5af-9b2a5649b423\"><strong>How to access it<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Analytics \u2192 Profit and loss<\/strong> in the left-side menu, then pick the period you want to review.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"what-you-can-do-here-ccbf39de-7e71-4c4e-8911-a97466922dd3\"><strong>What you can do here<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Review revenue, cost of goods sold, and expense categories for any period.<\/li>\n\n\n\n<li>Compare periods (for example, this month vs. last month) to track trends.<\/li>\n\n\n\n<li>Drill into specific lines for the underlying detail.<\/li>\n\n\n\n<li>Export the P&amp;L for sharing or archiving.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"463\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-24-1024x463.png\" alt=\"\" class=\"wp-image-28278\" style=\"width:725px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-24-1024x463.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-24-300x135.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-24-768x347.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-24-1536x694.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-24-1080x488.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-24-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-24-150x68.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-24.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">&gt; <strong>Tip:<\/strong> For a quicker, chart-based view of income vs. expenses, also try the <strong>Income vs Expenses (monthly)<\/strong> and <strong>Top 5 expense accounts<\/strong> templates. They give you the same story in a visual format and can be saved to your Overview page.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"balance-sheet-46953b00-f7f8-4e32-9b3b-7d558c2ecb37\"><strong>Balance sheet<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>Balance sheet<\/strong> page shows your assets, liabilities, and equity at a point in time. This financial statement is available for users on Per Transaction sync mode connected to QuickBooks Online.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"how-to-access-it-8cc50e6c-b60c-4b4c-b003-be06a829ac93\"><strong>How to access it<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Analytics \u2192 Balance sheet<\/strong> in the left-side menu, then pick the as-of date.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"what-you-can-do-here-55754970-3d4b-4248-9ae8-396de6ffb45d\"><strong>What you can do here<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Review assets (cash, clearing accounts, accounts receivable, inventory), liabilities (accounts payable, deferred revenue, tax liability), and equity at a chosen date.<\/li>\n\n\n\n<li>Drill into accounts for the underlying activity.<\/li>\n\n\n\n<li>Export the report.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"509\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-26-1024x509.png\" alt=\"\" class=\"wp-image-28280\" style=\"width:736px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-26-1024x509.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-26-300x149.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-26-768x381.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-26-1536x763.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-26-1080x536.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-26-60x30.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-26-150x74.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/05\/image-26.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"quick-examples-c294124c-f917-4135-ac84-3817ebf2fb24\"><strong>Quick examples<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A few common questions and how to answer them from the Analytics tab.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>&#8220;How many units of product X did we sell this month across all channels?&#8221;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On the Overview, click <strong>Add report \u2192 Start from scratch<\/strong>, filter by product, group by channel, measure units and revenue, and show it as a bar chart.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>&#8220;Top 5 customers this quarter.&#8221;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Add report<\/strong> and apply the <strong>Top 5 customers by revenue<\/strong> template for the chosen period.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>&#8220;Refunds by channel for the period.&#8221;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Add report \u2192 Start from scratch<\/strong>, filter on refunds, group by channel, shown as a pie.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>&#8220;Sales dynamics by platform, last 6 months.&#8221;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Apply the <strong>Channels \u2014 monthly side-by-side<\/strong> template, then set the Overview date range to cover the last 6 months.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>&#8220;Mini P&amp;L and where the money goes.&#8221;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add the <strong>Income vs Expenses (monthly)<\/strong> and <strong>Top 5 expense accounts<\/strong> templates to your Overview. For the full statement, open the <strong>Profit and loss<\/strong> page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>&#8220;What&#8217;s our current cash position and what&#8217;s outstanding?&#8221;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open the <strong>Balance sheet<\/strong> for today&#8217;s date and review the asset section.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Or, for any of the above, click <strong>Add report \u2192 Generate with AI<\/strong> and just type the question.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"limits-and-access-214d9f7d-5f24-4f97-b2aa-6aff23445626\"><strong>Limits and access<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Each Synder organization can have <strong>up to 6 saved reports<\/strong>. To create a new one after reaching the limit, delete an existing report first (via the three-dot menu on its card).<\/li>\n\n\n\n<li>Reports support date ranges of <strong>up to 365 days<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"faq-f53e2399-0c5c-49ce-b5a6-bf39d05ce728\"><strong>FAQ<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>How does the AI know what I want?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You describe the report in plain English; the AI translates that into a chart configuration (chart type, grouping, metrics, filters). You always see the result before saving, and a &#8220;Generated with AI&#8221; banner explains the reasoning. If the result isn&#8217;t right, &#8220;Improve with AI&#8221; lets you refine it, or you can edit it yourself.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Can I edit an AI-generated report afterwards?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Once the AI has built it, it&#8217;s a regular report. Every field is editable, just like a template-based or from-scratch report.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Can I share a report with a teammate?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Reports belong to your Synder organization, not to an individual user. Every user role sees the same Overview.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Can I click into a chart to see the underlying transactions?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Not yet. Reports show aggregates today. Drill-down to the transaction level is on the roadmap.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Need help getting started or have a question this article didn&#8217;t cover? <\/em><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to Synder Team<\/em><\/a><em> via online support chat or email with any questions you have.<\/em><\/p>\n\n","protected":false},"excerpt":{"rendered":"<p>What is the Analytics tab? Overview Reports: add, edit, and delete Profit and loss Balance sheet Quick examples Limits and access FAQ The Analytics tab is your central place in Synder for reporting and financial visibility. It brings together a self-service report builder powered by AI. Instead of switching between separate tools and report views, [&hellip;]<\/p>\n","protected":false},"author":2316,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":"","_ppma_block_editor_authors":""},"categories":[362],"tags":[],"ppma_author":[349],"class_list":["post-28276","post","type-post","status-publish","format-standard","hentry","category-synder-dashboard"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Analytics Tab in Synder: Overview, Reports, Profit and Loss, and Balance Sheet - Synder<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Analytics Tab in Synder: Overview, Reports, Profit and Loss, and Balance Sheet - Synder\" \/>\n<meta property=\"og:description\" content=\"What is the Analytics tab? Overview Reports: add, edit, and delete Profit and loss Balance sheet Quick examples Limits and access FAQ The Analytics tab is your central place in Synder for reporting and financial visibility. It brings together a self-service report builder powered by AI. Instead of switching between separate tools and report views, [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-28T13:27:07+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-04T13:24:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports.jpg\" \/>\n<meta name=\"author\" content=\"vili.varazi\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"vili.varazi\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Analytics Tab in Synder: Overview, Reports, Profit and Loss, and Balance Sheet - Synder","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/","og_locale":"en_US","og_type":"article","og_title":"Analytics Tab in Synder: Overview, Reports, Profit and Loss, and Balance Sheet - Synder","og_description":"What is the Analytics tab? Overview Reports: add, edit, and delete Profit and loss Balance sheet Quick examples Limits and access FAQ The Analytics tab is your central place in Synder for reporting and financial visibility. It brings together a self-service report builder powered by AI. Instead of switching between separate tools and report views, [&hellip;]","og_url":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/","og_site_name":"Synder","article_published_time":"2026-05-28T13:27:07+00:00","article_modified_time":"2026-09-04T13:24:07+00:00","og_image":[{"url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports.jpg","type":"","width":"","height":""}],"author":"vili.varazi","twitter_card":"summary_large_image","twitter_misc":{"Written by":"vili.varazi","Est. reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/#article","isPartOf":{"@id":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/"},"author":{"name":"Vili Varazi","@id":"https:\/\/synder.com\/help\/#\/schema\/person\/5c93e62bed7fbd7e7cf5e39dc10e5fad"},"headline":"Analytics Tab in Synder: Overview, Reports, Profit and Loss, and Balance Sheet","datePublished":"2026-05-28T13:27:07+00:00","dateModified":"2026-09-04T13:24:07+00:00","mainEntityOfPage":{"@id":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/"},"wordCount":1530,"commentCount":0,"image":{"@id":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/#primaryimage"},"thumbnailUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports.jpg","articleSection":["Synder Dashboard"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/","url":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/","name":"Analytics Tab in Synder: Overview, Reports, Profit and Loss, and Balance Sheet - Synder","isPartOf":{"@id":"https:\/\/synder.com\/help\/#website"},"primaryImageOfPage":{"@id":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/#primaryimage"},"image":{"@id":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/#primaryimage"},"thumbnailUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports.jpg","datePublished":"2026-05-28T13:27:07+00:00","dateModified":"2026-09-04T13:24:07+00:00","author":{"@id":"https:\/\/synder.com\/help\/#\/schema\/person\/5c93e62bed7fbd7e7cf5e39dc10e5fad"},"breadcrumb":{"@id":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/#primaryimage","url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports.jpg","contentUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/financials-overview-reports.jpg","width":1200,"height":671},{"@type":"BreadcrumbList","@id":"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/synder.com\/help\/"},{"@type":"ListItem","position":2,"name":"Analytics Tab in Synder: Overview, Reports, Profit and Loss, and Balance Sheet"}]},{"@type":"WebSite","@id":"https:\/\/synder.com\/help\/#website","url":"https:\/\/synder.com\/help\/","name":"Synder","description":"Articles &amp; FAQ","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/synder.com\/help\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/synder.com\/help\/#\/schema\/person\/5c93e62bed7fbd7e7cf5e39dc10e5fad","name":"Vili Varazi","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/c7e783f0a0a89846c226f120be7272f0f3c28caaff855c0cf408e3ba7a2cd757?s=96&d=mm&r=g35f8d0cee651e41638777f346be65b43","url":"https:\/\/secure.gravatar.com\/avatar\/c7e783f0a0a89846c226f120be7272f0f3c28caaff855c0cf408e3ba7a2cd757?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c7e783f0a0a89846c226f120be7272f0f3c28caaff855c0cf408e3ba7a2cd757?s=96&d=mm&r=g","caption":"Vili Varazi"},"url":"https:\/\/synder.com\/help\/author\/vili-varazi\/"}]}},"author_meta":{"display_name":"vili.varazi","author_link":"https:\/\/synder.com\/help\/author\/vili-varazi\/"},"featured_img":null,"coauthors":[{"link":"https:\/\/synder.com\/help\/author\/vili-varazi\/","display_name":"vili.varazi"}],"tax_additional":{"categories":{"linked":["<a href=\"https:\/\/synder.com\/help\/category\/get-started\/synder-dashboard\/\" class=\"advgb-post-tax-term\">Synder Dashboard<\/a>"],"unlinked":["<span class=\"advgb-post-tax-term\">Synder Dashboard<\/span>"]}},"comment_count":"0","relative_dates":{"created":"Posted 5 months ago","modified":"Updated 2 months ago"},"absolute_dates":{"created":"Posted on May 28, 2026","modified":"Updated on September 4, 2026"},"absolute_dates_time":{"created":"Posted on May 28, 2026 1:27 pm","modified":"Updated on September 4, 2026 1:24 pm"},"featured_img_caption":"","series_order":"","authors":[{"term_id":349,"user_id":2316,"is_guest":0,"slug":"vili-varazi","display_name":"vili.varazi","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/c7e783f0a0a89846c226f120be7272f0f3c28caaff855c0cf408e3ba7a2cd757?s=96&d=mm&r=g","author_category":"","first_name":"Vili","last_name":"Varazi","user_url":"","job_title":"","description":""}],"_links":{"self":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/28276","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/users\/2316"}],"replies":[{"embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/comments?post=28276"}],"version-history":[{"count":7,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/28276\/revisions"}],"predecessor-version":[{"id":32066,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/28276\/revisions\/32066"}],"wp:attachment":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/media?parent=28276"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/categories?post=28276"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/tags?post=28276"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/ppma_author?post=28276"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}