# Ask for reports and figures

> How to ask the assistant for statements, aging, tax positions and lookups, how cards work, and how to download the data.

Canonical: https://docs.getonebooks.com/ai/reports/
Language: en
Documentation index: https://docs.getonebooks.com/llms.txt

Every number the assistant states comes from a report it ran against your ledger for that question. It never estimates. When a report has many rows, the assistant summarises the highlights and the full data is in the card.

## Asking

Plain questions work best, with the period when it matters:

- "Show this month's profit and loss."
- "Who owes us more than 60 days?"
- "What is our VAT position for Q2?"
- "List unpaid invoices for Blue Marina Yachts."
- "Show a revenue chart for this quarter."
- "How much cash do we have in the bank right now?"

Periods follow your fiscal year; "this quarter" and "year to date" mean the same as in the Reports area.

## Cards

Reports arrive as **cards** under the answer: tables for statements and lists, charts for trends. Cards stay in the conversation, so you can scroll back to them later.

![A conversation where the assistant answers a profit-and-loss question with a summary and a report card](https://docs.getonebooks.com/screenshots/en/ai-assistant-report-card.webp)

## Downloading

Every card has a **Download** menu with **CSV**, **Excel** and **PDF**. Long reports are truncated in the chat but complete in the download.

![The Download menu open on a report card with CSV, Excel and PDF options](https://docs.getonebooks.com/screenshots/en/ai-assistant-download-menu.webp)

## Tips

- Ask follow-ups in the same conversation ("now compare with last quarter") — the assistant keeps the context.
- If a figure seems off, ask "which invoices make up that number?" — it will list them.
- For the general ledger, ask for a narrow date range or one account; the assistant will say so if a request is too broad.

## Related

  - [Reports overview](https://docs.getonebooks.com/reports/overview/)
  - [Exporting and printing reports](https://docs.getonebooks.com/reports/exporting/)