Reporting

Reporting

Reporting

CustomBooks™ has a complete set of financial, operational and project based reports. Our advanced reporting customization features allow you to create the report you want.

To run a report,


  1. Navigate to Reports → Report Category → Report Name.
  2. Enter the appropriate report parameters. Different reports will have different parameters to use, but these may include date, a date range, or a period.   
  3. Click the Settings button for additional report options – some reports allow you to group or filter.
  4.  Click the Run Report button.
  • To export to excel, click the excel icon.
  • To print, click the Printer icon.
  • To setup the print job, click Page Setup.

The CustomBooks™ Reports.
​

    • Related Articles

    • CustomBooks™ Reports

      Reporting CustomBooks™ has a complete set of financial, operational and project based reports. Our advanced reporting customization features allow you to create the report you want. To run a report, Navigate to Reports → Report Category (Ex. Sales) → ...

    • Multi-currency Financial reports (extension)

      Multi-currency reporting offerings include the Income Statement, Balance Sheet, A/P Aging, A/R Aging, and General Ledger reports Introduction Now available with multiple currencies, CustomBooks™’s Financial Reports are available in multi-currency ...

    • Expense Reports (extension)

      Overview The Expense Reports extension allows users of your organization to submit expense reports and managers to approve the expense reports. Installation Please view this article for installation instructions. Setup A few setup tasks are needed In ...

    • Multi-currency Balance Sheet Report (extension)

      Introduction Now available with multiple currencies, CustomBooks™’s Balance Sheet report gives business owners the ability to manage the company's assets, liabilities and shareholders equity in the default or target currencies. Installation Please ...

    • 1099-Misc Tracking and Reporting

      1099-Misc Transaction Tracking If you need to have 1099-MISC forms prepared and sent out to vendors that are not employees, CustomBooks™ can assist you by tracking the amounts spent for 1099 Vendors throughout the year. When it’s time to send them, ...