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Accessing Stessa Reports on the Mobile App

Accessing Stessa Reports on the Mobile App

Stessa's full suite of financial reports are available on the mobile app, with a few slight differences from the web platform.

Updated this week

Stessa’s financial reports are fully supported on both iOS and Android devices. Whether you need to quickly check performance metrics or share a report with a partner, the mobile app makes it easy to access and view all your key reports on the go.

What reports can I access from the mobile app?

All of your financial reports are available in the mobile app, including:

  • Income Statement

  • Net Cash Flow

  • Balance Sheet

  • Rent Roll

  • Capital Expenses

  • General Ledger

  • Tax Package

  • Stress Test

To view reports:

  1. Open the mobile app.

  2. Tap the main navigation menu.

  3. Select “Reports.”

  4. Use the drop-down menu to choose a report.

Income Statement & Net Cash Flow Report

These two reports are displayed directly within the mobile app interface and offer:

  • Horizontal scrolling to view full data columns.

  • Interactive data: Tap any non-zero figure to view a list of the underlying transactions.

    • Example: If an expense seems unusually high in a particular month, tap the value to investigate the details.

This functionality is especially helpful for:

  • Finding missing or miscategorized transactions

  • Analyzing month-over-month income and expenses

  • Spot-checking anomalies

Here's a quick video of how it works:

How do I view other reports like the Balance Sheet or Rent Roll?

Other reports are available as downloadable files in the mobile app:

  • PDF: Easy to view and share on mobile.

  • Excel (XLSX): Recommended for editing or deeper customization.

To view or edit these files:

  • Use the Excel mobile app (download for iOS or Android).

  • For PDFs, use Adobe Acrobat Reader on iOS or Android.

Tips for the Best Mobile Reporting Experience

  • Use a mobile device with a larger screen for easier navigation.

  • Install the Excel and Adobe Acrobat apps for seamless file access.

  • Share reports directly from your mobile device with partners or collaborators.

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