Common custom reports

Run and add filters to Transaction List by Date report to see transactions with your customers or suppliers.

Go to Reports and select Standard reports (Take me there).

1. In the Find report by name ▼ dropdown, select Transaction List by Date.
2. In the Report period ▼ dropdown, select the date range.
3. In the Group by ▼ dropdown, select  Customer, Supplier, or Employee.
4. Select Customise.
5. In the Filter ▼ dropdown, select the transaction that you want to see in the report.
   Note: If you want to see specific customers or suppliers, select their name in the Name ▼ dropdown.
6. Select Run report.

Run a Profit and Loss report to see income and expenses for your customers or suppliers.

Go to Reports and select Standard reports (Take me there).

1. In the Find report by name ▼ dropdown, select Profit and Loss.
2. Select Customise.
3. In the Columns ▼ dropdown, select Customers or Suppliers.
4. Select Run report.

Go to Reports and select Standard reports (Take me there).

1. In the Find report by name ▼ dropdown, select the report that you want to open.
2. Select Customise.
3. In the Columns ▼ dropdown, select Customers or Suppliers.
4. Select the Filter ▼ dropdown.
5. Select the Name ▼ dropdown, then select the name of the customer or supplier that you want to see in the report.
6. Select Run report.

Run Budget vs. Actual report to compare your budget and actual spend.
Note: If you haven’t, create your budget first.

Go to Reports and select Standard reports (Take me there).

1. In the Find report by name ▼ dropdown, select Budget vs. Actuals.
2. Select Customise to add the needed filters.
3. Select Run report.

You can customise report columns to show different report periods.

In this example, let's compare different years on a Profit and Loss report. You can use these steps for other reports and time periods:

Go to Reports and select Standard reports (Take me there).

1. In the Find report by name ▼ dropdown, select Profit and Loss.
2. Select Customise.
3. Select the Rows/Columns ▼ dropdown. 
4. In the Columns ▼ dropdown, select Years, Fiscal Years, or Calendar Years. You can also select Days, Weeks, or Quarters to get other time periods.
5. Tick the Previous year box.
6. If you want to see your numbers as percentages of your account totals, select one of the % options. 
7. Select Run report.

This lets you quickly see which products or services have the biggest impact on your business.

Go to Reports and select Standard reports (Take me there).

1. In the Find report by name ▼ dropdown, select the report that you want to open.
2. Select Customise.
3. Select the Rows/Columns ▼ dropdown. 
4. Put a tick in the % of income box.
   Note: % of income comes only in case of Profit and Loss report.
5. Select Run report.

Go to Reports and select Standard reports (Take me there).

1. In the Find report by name ▼ dropdown, select the report that you want to open.
2. Select Customise.
3. In the General ▼ dropdown, put a tick in the Show in red box.
4. Select Run report.

Go to Reports and select Standard reports (Take me there).

1. In the Find report by name ▼ dropdown, select the report that you want to open.
2. Select Customise.
3. Select the Header/Footer ▼ dropdown.
4. Untick the box of the info that you no longer want to include in the report.
   Note: You can change the company name in the Company name field or remove it. You can also do the same for the report title.
5. Select Run report.