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.

Where to find it Reports on every module menu

Building a report

Every list report in SQL-Ledger — AR, AP, orders, parts, customers, time cards, the ledger — opens on the same kind of screen.

  1. The top half is the filter: type into any field to match on it, choose a date range or a period, and tick Open and/or Closed.
  2. The Include in Report block is the column picker. Tick what you want to see; the order of columns follows the order of the boxes.
  3. Tick Subtotal to break the report on whatever you sort by. Summary gives one row per document; Detail one per line.
  4. Press Continue. On the result, click a column heading to sort by it; the subtotals follow the sort.
  5. Press Save Report to keep the layout, or use the format selector to send it to PDF or CSV.
The AR report screen with filters and column tick boxes
The AR report builder: filter above, columns below.
The parts report screen with filters, document types and column tick boxes
The parts report builder adds which documents to look at — invoices, orders, quotations — and a status filter.

The same report, three ways

AR transactions report subtotalled by customer
Receivables, subtotalled the way you sorted them.
Parts report with stock columns selected
Inventory, on the same terms — you pick the columns.
Parts report showing sell price, list price, last cost, markup and currency
The parts report again, as a price and margin list by document.
AP transactions report
Payables, on the same terms.
General ledger report
The ledger itself, filtered to a single account.
Trial balance
Trial balance for any period.
Balance sheet
As at any date.
Income statement
For any period.
Memorised report layouts →

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