Client Reports

Open Client Reports from a client’s Reports section to create or edit a reusable firm template, apply it to the current client’s accounting data, download the PDF, or send it by email. Individual financial-report pages remain the place for ledger analysis and standalone exports.

Before you begin

• Finish the accounting review for the report period.
• Confirm the report period on each financial-statement block. New blocks use the period selected in the client workspace unless the template specifies a relative period or custom dates.
• Confirm cash or accrual basis and the Balance Sheet date mode.
• Add the firm logo, colors, and reusable assets in firm branding if they should appear in the package.

Start from a template

Report templates belong to the accounting firm and are shared across all of its clients. Create, edit, or delete them from any client’s Client Reports page. Select Use to populate a template with the current client’s name, reporting period, and accounting data. Users without firm template edit access can use available templates but cannot save changes.

A report template can contain a cover, table of contents, financial statements, custom-report content, and explanatory text. Statement blocks can carry their own presentation settings, such as:

• cash or accrual basis;
• total, year, quarter, month, week, or class columns where supported;
• comparison behavior;
• balance-only presentation;
• percent-of-income, account-code, and zero-balance options.

Create a draft with AI

From a client’s Client Reports page, select Create with AI and describe the desired package, for example a monthly package with a cover, Balance Sheet, monthly Profit & Loss, and prior-year comparison. Wesley creates an editable firm-wide draft; it does not remove the need to review statement choice, period, text, calculations, and branding.

AI can also help start an EBITDA-style package. Within a custom-report page, Describe a report opens a focused dialog where Gemini 3.8 Flash can define and refine sources, dates, filters, calculations, and blocks before applying the result. The generated definition remains editable through the same Data, Layout, and Design controls as a standalone Custom Report.

Selecting a saved custom report inserts an independent copy into the template. Later edits to the saved source do not silently change that template. Account groups keep separate client mappings; when reusing a firm template for another client, complete that client’s mappings before exporting. Each custom-report page can contain statements, metric highlights, charts, and commentary, including arbitrary comparison periods and calculations across separately dated sources.

Design the cover and content

Use the cover controls to manage the title, client name, period, logo, background, shapes, text, and firm assets. Add, remove, and reorder content so the document reads in the intended sequence.

For each statement or custom report:

1. Choose the report type.
2. Set its dates and presentation options.
3. Preview the populated result.
4. Check that headings, totals, page breaks, and explanatory text make sense together.

For a monthly package that should exclude the current partial month, choose Relative period → YTD through last month on the year-to-date Profit & Loss page. Add Previous year as its comparison. The range advances automatically each month, including from January into the completed prior year. Use Last month for the monthly Profit & Loss and Balance Sheet pages.

Include Cash Flow or a filtered General Ledger

Choose Add page → Cash Flow to include an indirect-method Cash Flow Statement. Set the page dates, then use Customize to add previous-period, previous-year, year-to-date, or custom comparisons. The preview and PDF include the same periods, account contributions, and beginning and ending cash balances.

The activity-section selectors in the Cash Flow preview let you assign accounts to operating, investing, or financing activities, or return them to automatic classification. These classifications are saved for the current client and apply to all of that client's Cash Flow reports.

Choose Add page → General Ledger to configure an account range, vendors, customers, or employees. Use Options to group by payee, sort, include accounts without period activity, enable Review mode, or show account codes. Columns selects the visible fields, and Column filters narrows clearing status, transaction type, memo, or modification dates. Filters for hidden columns do not apply. Each ledger page keeps its own settings in the template, and the PDF uses those settings. Account and payee selections refer to the current client's records; review them when reusing a template for another client.

Include a dashboard

Choose Add page → Dashboard, then select a saved dashboard from the current client. The page includes a copy of its widgets, chart types, layout, and targets. Re-select the dashboard to bring in later layout changes. When you reuse the template for another client, its numbers are calculated from that client’s books.

Choose the report period or custom dates (up to one year), cash or accrual basis, and a previous-period or previous-year comparison. Preview the dashboard, then download or email the complete report as usual.

To send a dashboard on its own, open Reports → Dashboards and select Export PDF or Send email. The PDF reflects the selected dates, basis, and comparison. Choose My default email app to download the PDF and open a draft with recipients, subject, and message filled in. Attach the downloaded PDF yourself, then send it from your email app. You can also choose Connected Gmail / Outlook to send the PDF as an attachment directly from Wesley. Shared dashboards also support PDF download from the client portal.

Save, publish, download, or email

Select Save Template to retain template changes for the accounting firm. Select Download PDF to build the package from the current client data and report settings.

Select Publish to Portal to generate the current PDF and save a timestamped version at the top level of the client's Shared Files. Confirm the client has portal access and that Files is enabled in portal settings. The published PDF appears under Files → Recent documents; publishing does not email the client. Each publication keeps its own filename and does not replace an earlier report version.

Select Send Email, then choose My default email app or Connected Gmail / Outlook. The default email app option downloads the PDF and opens a prefilled draft without requiring an account connection in Wesley. Attach the downloaded PDF manually and send the email in your app; Wesley does not mark the draft as sent. If the app does not open automatically, select Open email app from the PDF-ready screen. You can also download the PDF again there.

The connected option sends the PDF as an attachment through your personal Gmail or Outlook connection. Confirm the recipients, subject, message, and sender before sending. Connect or reconnect your account with send access if needed.

The PDF reflects the client data available when it is generated. Saving a template does not lock the books, and downloading does not close the period. If journals change, generate a new PDF.

To organize a published report in a different folder, move it from the top level of Shared Files after publishing. The client portal also provides live Profit & Loss and Balance Sheet views; publishing a PDF makes the package available in Files and does not replace those live report views.

Final review

Before delivery, verify:

• firm and client names, logo, and reporting period;
• statement basis and comparison periods;
• Balance Sheet balance and Profit & Loss net income;
• custom calculations and narrative text;
• page order, page breaks, headers, and footers;
• whether the period should now be closed in Book Review.