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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 over 2 weeks ago

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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