Reporting

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,


  1. Navigate to Reports → Report Category (Ex. Sales) →  Report Name (Ex. Sales by Item)
  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.


CustomBook™ Reports

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    Already using CustomBooks™? Explore the Knowledge Base or contact support for product help.



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