# Insights ### Why it matters When your client opens Kick and wants to understand where their money is going, this is the tab they should use. It uses categories — the same labels they interact with on the Transactions tab — not general ledger accounts. If a client asks "why did I spend so much on Software last month?" or "is my revenue trending up?" — they're looking at Insights. Understanding this page helps you speak your client's language. It's also useful during triage: the percentage column makes category outliers easy to spot, and the drilldown lets you catch miscategorizations without digging through the general ledger. *** ### Chart The bar chart at the top shows Cash In (above the zero line) and Cash Out (below) for each period. Each segment is color-coded by category. Hover over any segment to see a tooltip with the individual transactions that make up that category for the period — including counterparty names and amounts. Click to filter the table below. *** ### Table Below the chart, the table breaks down every category by period with a percentage of total and a running total across all visible periods. **Cash In** — Income and expense reversals, with a Total Cash In row. **Cash Out** — Every expense category that has activity in the selected period. A Total Cash Out row summarizes the section. **Operating Cash Flow** — Operating Cash In minus Cash Out. **Capital Cash Flow** — Non-operating movements like credit card payments, loan activity, and other items that fall outside day-to-day revenue and expenses. A Total Capital Cash Flow row summarizes the section. **Net Cash Flow** — Operating plus Capital Cash Flow. *** ### Filters and date controls Use the controls in the top right to adjust the view: **Date range** — Select a preset (This year to date, Last quarter, Last 12 months, etc.) or choose a custom range. **Period grouping** — Choose how the columns are broken out (e.g., By month). **Entity** — Filter to one or more entities. Click **Add filter** in the top left to narrow by financial account, category, or class. *** ### Drilldown Click any category row to drill into the individual transactions behind that number. From the drilldown you can review counterparties, update categories, and take action on transactions without leaving the page. {% hint style="info" %} **Tip:** The drilldown is useful for spotting miscategorized transactions before closing a period. {% endhint %} *** ### Export Click the download icon in the top right to export the current view as an Excel file. *** ### Insights vs Cash Flow Statement Insights is a category-level cash flow view designed for quick review and client visibility. It uses the same categories your clients see on the Transactions tab. The Cash Flow Statement is a formal accounting report available under Accounting. It uses general ledger accounts and follows standard reporting structure. Use it when you need a GAAP-aligned statement; use Insights when you want a fast read on cash activity by category. *** ### Key details * Insights uses categories (the client-facing labels), not general ledger accounts. For GL-level reporting, use the Profit & Loss or General Ledger under Accounting. * The chart and table update in real time as transactions are categorized. * Insights is accessible from the Workflows section in the sidebar and from the entity-level navigation under each entity. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://accountants.kick.co/reports/insights.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.