Adding a new report

Reports are a fundamental feature in any financial or bookkeeping system, providing critical insights into your company’s financial health.

Lucid Dreams offers multiple ways to add and customize new reports, ensuring you can generate the exact financial documents you need.

Creating New Reports

Share Options

To create a new report, start by navigating to the right-hand side of the interface where the 'Share' button is located.

This button is your gateway to exporting and sharing reports, with Invite to Collaborate; Share Externally; and Export options.

Export and Collaboration Report

Clicking on the 'Share' button reveals options such as Invite to collaborate; Share Externally; and Export options.

These features allow you to export your report in various formats, ensuring compatibility with different analysis tools or presentation needs.

As well as invite other team members or partners to collaborate on Reports with you.

Customizing Reports

Lucid Dreams enables you to tailor your reports according to your specific requirements.

You can adjust parameters, choose specific data sets, and format the report to highlight the most relevant information.

Please refer to our Report Editing article for a more detailed breakdown of Custom and Default Report editing!

Example Use Case

Suppose you need to present a quarterly financial overview to stakeholders.

By using Lucid Dreams' report generation features, you can quickly compile a detailed report, export it in the desired format, and share it directly with your team or board members.