LedgerLou Reports
The Reports module turns posting data into reliable reports — in real time, directly from the general ledger. No separate reporting process, no prior data export: P&L, balance sheet, and trial balance always mirror the current state.
API ReferenceP&LRevenue and expense view by period
Balance sheetAsset and capital structure as of a reporting date
Trial balanceBalance list for account checks and reconciliation
DATEV exportHandover file for tax advisors and firms
Real timeDirectly from the general ledger — no separate ETL
Period-awareReports respect period status and locks
What the reports cover
| Report | type parameter | Content |
|---|---|---|
| P&L | guv | Revenues minus expenses, by account groups and periods |
| Balance sheet | bilanz | Assets / liabilities as of a reporting date |
| Trial balance (SuSa) | susa | Opening balance, debit/credit movements, closing balance per account |
| Trial balance | trial_balance | English-language trial balance variant |
All reports are fetched from the same GET /v1/reports endpoint — the type parameter selects the report kind.
Access methods
Dashboard (UI)Retrieve P&L, balance sheet, and trial balance directly in the dashboard and filter by period.
REST APIFetch reports and DATEV export programmatically — e.g. for monthly reporting automation or tax advisor interfaces.
Scopes
auswertungen:read