Clockwork Reporting
Clockwork Reporting lets you build, customize, and share financial reports — so you can present your data clearly to clients, leadership, investors, or your own team without exporting to spreadsheets or building reports from scratch in another tool.
What you can report on
Reports in Clockwork pull directly from your live financial data, so they're always up to date. You can build reports across:
P&L performance (actuals, forecast, and variance)
Cash flow and cash position
Key metrics and KPIs
Headcount and payroll
Custom metrics and variables
Creating a report
Navigate to Reporting in the left navigation menu.
Click + New Report to start from scratch, or select an existing report template.
Choose the data you want to include — financial model sections, metrics, cash flow, and more.
Configure the time period, comparison (e.g. vs. prior month, vs. budget), and layout.
Add any narrative text or commentary to provide context alongside the numbers.
Save and name your report.
Sharing reports
Once a report is ready, you can share it directly with anyone who has access to the company in Clockwork. Reports are a great way to keep clients, investors, or team members informed on a regular cadence — without requiring them to log in and navigate the full platform.
Keeping reports current
Because Clockwork reports connect to your live data, they update automatically when your accounting system syncs. A report you build today will always reflect the latest numbers — no need to regenerate or re-export.
Need help? Reach out to our support chat in the bottom right of your screen any time.