External Tools
How do I share Report settings?
For all reports (except the Universal Report), If you want to share a previously saved report: Open the saved settings and then click save as. In the bottom of that pop window, checking the For All Users toggle will allow you save the settings for ...
Using an External Business Intelligence Tool
Using an External Business Intelligence Tool CustomBooks™ has a financial and usage reporting API which may be used with external tools to create customized reports. The technical documentation for the API is located here. You may find examples of ...
How to Get a Customer Address Report Grouped by City
The universal report is a powerful tool. It has lots of options and to learn how to use it, it's best to use a real life example. Navigation: Reports → Accounting → Universal Report In the first dropdown, choose Catalog. In the second drop down, ...