Step 3: Explore

Gain immediate insight into the financial health of the linked company through a series of highly visual dashboards and reports.

  • View data in figures
  • Download Excel file
  • Visualize

View data in figures

With data correctly synced, you can now browse through the financial data online.

  1. Go to Companies and choose the company whose data you want to see.
  2. Click the View Data button.
  3. On the Data site, choose which type of data you wish to see.

📘

Types of data

Find out what types of data can be accessed in the Codat Portal for:

Download Excel file

You can download an Excel file:

  1. Go to Companies and choose the company whose data you want to see.
  2. Click the View Data button.
  3. On the Data site, generate and download an Excel spreadsheet.

Date of the last generation of the file will be presented.

Visualize

Access all-in-one overview of your company's financial data.

Visualise - dashboardVisualise - dashboard

Visualise - dashboard

  1. Go to Companies and choose the company whose data you want to see.
  2. Click the View Data button.
  3. On the Data site, click Visualise.
  4. Use the top navigation to move between the main dashboards:

Select Help? to learn more about how Codat calculates all metrics.


Read next

That's it! You are ready to make the best of the Codat Portal experience.
To learn more about all the features, have a look at other sections of our Documentation website.

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