Custom Reports
Create tailored reports for your needs
Custom Reports
Report Builder
Create custom reports:
- Select data fields
- Apply filters
- Choose grouping
- Set sorting
- Save template
Available Data
- Invoice data
- Payment data
- Expense data
- Payroll data
- Compliance data
Filters
- Date range
- Client/vendor
- Category
- Status
- Custom fields
Saving Templates
- Build report
- Click "Save as Template"
- Name the template
- Access from Saved Reports