The three reports

Report	Question it answers	Shortcut
Income Statement	What came in and what went out during the period, and what was left (Net Profit).	`⌘1`
Balance Sheet	What you own and owe at the end of the period: Assets, Liabilities and Equity.	`⌘2`
Trial Balance	The balance of every account, all five roots in one tree. Handy for checking, and exportable as CSV.	`⌘3`

All three react to the period and the filter. The subtitle under the title shows the real dates being reported.

The account tree

Each report is a tree of accounts, split in sections (Income, Expenses, Net Profit; or Assets, Liabilities, Equity).

A parent account shows the total of everything beneath it. While it is expanded, its figure is dimmed — the children are on screen and theirs are the numbers that add up. See How amounts are shown.
An account with several commodities shows one line per commodity.
Hover over a long account name to see the full name. Right-click a row for Copy Account Name, ready to paste in the editor.

Expanding and collapsing

Click the disclosure triangle of a row, or use the keyboard: → expands the selected row, ← collapses it, ⌥-click a triangle expands everything below it.

For the whole tree, the View menu has:

Command	Shortcut
Expand All	`⌥⌘→`
Collapse All	`⌥⌘←`
Expand to Level ▸ Level 1…4

Expand to Level 2 is the most useful for a first look: Expenses:Home, Expenses:Food, Expenses:Car, without the detail under each one.

The frozen Account column

With monthly columns a report gets wide. The Account column stays in place while the amounts scroll sideways, so you never lose track of which row you are reading. Drag the divider between the account names and the amounts to give the names more or less room.

From left to right, after the period and the Filter button:

Control	What it does
Chart menu	Which chart is drawn above the tree, or No Chart. Each report remembers its own. See Charts.
Expand Chart (⤢)	Lets the chart fill the window (`⇧⌘E`, `Esc` to go back).
Columns menu	One column per month, quarter or year. Income Statement only. See Columns and conversion.
Amounts menu	How holdings are valued: at cost, at market value, or in units. See Columns and conversion.
Export	Trial Balance only, right after Filter. See Export the Trial Balance as CSV.

Export the Trial Balance as CSV

In the Trial Balance only, an Export button (a box with an arrow, after Filter) saves the accounts and their balances as a CSV file, to open in Numbers, Excel or a script. It is also in File ▸ Export Trial Balance as CSV…. The suggested name carries the last day of the period: trial-balance-2026-03-31.csv.

Account,Amount,Currency
Assets:Bank:Checking,4830.12,EUR
Assets:Bank:Checking,167.00,USD
Expenses:Food:Groceries,75.10,EUR
Income:Work:Salary,-2150.00,EUR

It exports what you are looking at: the same period, filters and conversion (At Cost, Market Value or Units).
One row per account and currency. An account that holds euros and dollars gets two rows.
The amount is the balance of that account alone, not the rolled-up total the tree shows for a parent. Parents that have no postings of their own are therefore not listed, nothing is counted twice, and the Amount column adds up to zero for each currency — the whole point of a trial balance.
Amounts are exact and unformatted: Beancount’s own signs (income is negative, whatever the positive income setting says), a dot for decimals and no thousands separator, so a spreadsheet reads them the same in any region.

Whether or not rows are expanded on screen makes no difference: every account is exported.

From a number to its entries

Reports do not open a list of transactions when you click an account. Instead, the period and filter are shared with the Journal: add an Account filter for the account you are curious about, press ⌘5, and the Journal lists exactly the entries behind the figure. Press ⌘1 to come back.

If it is a question you ask often, save it as a view.