Custom Reports

Build custom reports tailored to your specific business needs.

Report Builder

Use the Report Builder to create custom reports. Select the data source — invoices, expenses, contacts, products, or journal entries. Choose the columns to display, add filters, and define grouping and sorting options.

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Saving and Sharing

Save custom reports for repeated use. Give each report a descriptive name and optional description. Saved reports appear in your Reports dashboard for quick access. Share report templates with other users in your organization.

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