The custom report builder

Build a report from any data in the system — columns, filters, grouping and totals — then save and schedule it.

Reports → Custom.

Start from a data set (transactions, documents, contacts, items, time, journal lines), then choose columns, filters, grouping, sort order and totals. A live preview updates as you build.

Filters accept dates (absolute or rolling — "last quarter" re-evaluates each run), amounts, text, and any Custom fields you have defined.

Grouping to any depth with subtotals at each level.

Saving: a saved report keeps its definition, not its results, so it re-runs against current data. Share it with the company or keep it to yourself.

Then: export it, or have it emailed on a schedule. See Scheduled report delivery and Spreadsheet export.