CustomBooks™ Product Perks: December 2025 - The Universal Report

CustomBooks™ Product Perks: December 2025 - The Universal Report

Discover how the Universal Report in CustomBooks™ can empower you to make smarter, faster business decisions.

The Universal Report is a powerful, flexible tool that lets you shape and analyze your data in countless ways - right inside the application. Think SQL-style querying and Power BI-level insight without leaving CustomBooks™.

Examples of report output from the Universal Report:

  • Sales by Location - Group revenue by State, City or Zip Code to see top-performing regions, identify trends, and spot seasonal demand.

  • Bill of Materials (BOM) – Inventory users and manufacturers can print BOMs to keep components organized and inventory efficient.

  • Item Lot Detail – Track opening balances, increases, decreases, and ending balances clearly.

  • General Journal by Class – View performance by division or cost center with deeper Class detail.

  • Bank Reconciliation Detail – Filter by cleared date or period to quickly isolate problem months or specific reconciliation cycles.

  • Custom Field Reporting – If your data exists in CustomBooks™, you can report on it.

 

Inquire now to schedule a paid training for the Universal Report which will enable you to take full advantage of all the Universal Report features.

👉 - Email, Chat or Call:

https://help.custombooks.com/portal/en/home

1-888-328-8275

 

Learn More:

👉 - check out the video below on the Universal Report:




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