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19.10Custom reports

Chapter 19 · Reports·1 min read

Plus plan. When the standard reports do not fit, build your own:

  1. Custom reports → New report — Name, Type (Root report or Variant of… an existing root), Create & edit.
  2. The editor has four tabs: Info (name, code, root, country code, default date filter, description, active), Lines (the row structure — each line carries expressions: account-prefix sums, tax tags, formulas or manual external values; lines nest, fold and group), Columns (which value appears per column and period — balance, debit, credit) and External values (numbers the system cannot calculate).
  3. Run — set the Date range, Compare (No comparison, Previous period, Previous year), a Variant if any, and Include unposted to bring in drafts. Warnings about expressions appear above the table.

Root reports are templates; variants are country- or entity-specific overrides that stay in sync with the root's structure. Duplicate, Edit, Delete and Tags manage the list.

19.12Consolidated reports for a groupWhen your sign-in belongs to two or more companies and one of them is the parent of a group (Chapter 22, Group), the Reports rail gains a Group…Reports10.10Inventory reportsReports in the rail opens Inventory valuation, Stock summary (with Reserved — held by confirmed sales orders, section 5.6 — and Available), Inventory item…Inventory12.13Fixed-asset reportsUnder Reports → Fixed Assets. Reports over a range open on the company's current fiscal year, in its own calendar. Asset register — every asset on the books…Fixed Assets5.11Sales reportsThe Reports entry in the rail opens the sales reports: Invoice details, Quote details, Sales summary, Sales by customers, Sales by items, Recurring invoice…Sales