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Custom Reports

Custom Reports let you save a specific report view — filters and configuration included — for reuse without reapplying anything. Save views based on date range, tags, customers/vendors, accounts, accounting method, and comparison settings; access them anytime, update them, or share them with your team.

Creating a custom report​

  1. Open any report (P&L, Balance Sheet, Transactions, …).
  2. Apply your filters — date range, tags, customer/vendor, accounts, accounting method, compare period.
  3. Click Save (top right) and save the current view as a custom report.

Viewing saved reports​

Go to Reports → Custom Reports and click View on the report — the saved filters and configuration apply automatically. The list shows report name, group/type (e.g., Profit & Loss), last updated date, and visibility (shared or private).

Updating and sharing​

Update: open the saved report, modify filters, click Save.

Share: open the report from Custom Reports and use the share option to make it accessible to team members. Access can be restricted based on sharing and permissions.

FAQs​

Do saved reports update automatically? Yes — data refreshes with the latest transactions; only the filters are frozen.

Multiple custom reports? Yes, for any report view across modules.

Duplicate a report? Save a new one with different filters.

Delete? Yes, depending on permissions.

Export? Yes.