How do I create an income and expenditure report? 09 July 2025 13:36 Updated Go to Reports > Accounts and select the relevant report.Learn More: Running a Report in CRM Related to report transactions Related articles How can I run a financial report for a specific date range? How can I generate a landlord statement? Using a Tenant Ledger Assigning a Property Manager (Negotiator) to a Property Record How do I generate a property report?