Using an External Business Intelligence Tool

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 its use with some popular external tools below.

The data available in this API is common financial and statistical data which can provide daily usage snapshots and an overview of a company’s financial performance. The following items may be accessed via the API:

Financial Performance metrics that may be used in custom reports: 

  • Income
  • Expenses

Usage snapshot metrics:

  • Active User Count
  • Disabled User Count
  • Transaction Count
  • Open Sales Orders
  • Closed Sales Orders
  • Open Purchase Orders
  • Closed Purchase Orders
  • Open Sales Invoices
  • Paid Sales Invoices
  • Open Bills
  • Paid Bills
  • Active Banking Connections

Use the navigation on the left to see how to set this up for several popular BI Tools.




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