CustomBooks™ Reports

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

    • Related Articles

    • 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, Navigate to Reports → Report Category → Report ...

    • 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 ...

    • Overview - Welcome to CustomBooks™

      Customizable accounting software for growing your business. Overview CustomBooks™ is a powerful all-in-one cloud-based customizable business software that includes accounting, inventory, order management, Cloud Banking, time and project tracking, and ...

    • CustomBooks™ Product Perks: November 2024 - Payroll

      CustomBooks™ Payroll This November, we’re excited to spotlight our Payroll Module —a powerful addition that brings enhanced functionality to your business management suite. Seamlessly integrated, our Payroll Module makes managing payroll intuitive ...

    • CustomBooks™ Customization

      CustomBooks™ Customization Overview When standard software doesn't meet your needs, a tailored solution might be the perfect fit for your business. Why Choose CustomBooks™ Customization? Dedicated Customization Team No Exploration Cost Budget ...