In Cradle, you can generate the following financial reports:

Cradle allows you to generate reports for any period. Additionally, all financial reports can be exported to Excel.

Note: In addition to the financial statement reports, you can run a Journal Report, this is to allow you to import your accounts balances into your ERP. For more information on the journal report, refer here.

Cradle’s Financial Reports can be run at three levels:

The consolidated reports are the most flexible as they allow you to run the reports for any combination of companies/agreements/asset classes across your organization.

Watch the below video which covers how to run your financial reports in Cradle:

Alternatively, you can read the step-by-step guide below. Here are the steps:
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Step 1: Go to Consolidated Reports

Step 2: Select the financial report you need. For example, the Balance Sheet

Step 3: For the balance sheet, choose a specific date to run the balance sheet. For the remaining financial reports, please select a date range or a pre-selected range

Step 4: Make sure the report currency, standard, and role are correctly selected, as well as the agreement filters

Step 5: You can click Run Report to view the report or you can click Export Excel to generate the financial report into an Excel file

Step 1: Click Companies then Select the company that you need to run the report for

Step 2: Click Report

Step 3: Follow the step 3 to step 5 as the consolidated report level

Step 1: Click Agreement then Select the agreement that you need to run the report for

Step 2: Click Report

Step 3: Follow the step 3 to step 5 as the consolidated report level

What is the difference between a company-level report and a consolidated report? A company-level report provides the financials of a single company, while a consolidated report presents the grouped financials of multiple companies.