Customisable reports

Reports are not fixed layouts: each one lets you pick the fields you want to see, filter on any of them, and subtotal on whatever you sorted by.

  • Tick the columns you want; the rest stay out of the way.
  • Filter on any field, including description, memo, source and reference.
  • Sort on any column and subtotal on the sorted one.
  • Restrict to a department, project, employee, warehouse or business type.
  • Summary or detail, open items or all, in any date range.
  • Export any report to CSV, or print it to PDF.
  • Every row links back to the transaction it came from.
AR transactions report subtotalled by customer
Receivables, subtotalled the way you sorted them.
AP transactions report
Payables.
General ledger report
The ledger itself.
Trial balance
Trial balance for any period.
Balance sheet
As at any date.
Income statement
For any period.
Parts report with stock columns selected
Inventory, on the same terms — you pick the columns.

Every dataset on our hosting has this, from day one.

Create your free account or ask us about migrating