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Custom Report Builder

Create tailored reports with the columns, filters, date ranges, and formats you need. Save configurations for quick reuse.

Accessing the Builder​

Navigate to Reports > Custom Report Builder.

Building a Report​

The report builder uses a three-panel layout:

Left Panel — Configuration​

Report Name: Give your report a descriptive name.

Report Type: Choose from:

  • Transaction List
  • VAT Summary
  • Category Breakdown
  • Vendor Analysis
  • Period Comparison

Date Range: Select start and end dates, or use quick presets:

  • This Month
  • Last Month
  • This Quarter
  • Year to Date

Filters:

  • Transaction Direction — All, Sales Only, or Purchases Only
  • VAT Categories — Multi-select: Standard, Zero-Rated, Exempt, Standard Import
  • Minimum Amount — Filter out small transactions

Output Format: Choose export format:

  • CSV
  • Excel
  • PDF
  • JSON

Middle Panel — Column Selection​

Select which columns to include in your report:

  • Date
  • Description
  • Customer/Vendor
  • Net Amount
  • VAT Amount
  • Gross Amount
  • Direction (Sale/Purchase)
  • VAT Category
  • VAT Rate
  • Invoice Number
  • Category
  • Import Batch
  • Status
  • Notes

Use Select All, Clear All, or Reset to quickly manage columns. Drag columns to reorder them.

Right Panel — Preview​

Click Load Preview to see a sample of your report (top 5 rows, first 4 columns) before generating the full report.

Generating the Report​

  1. Configure your settings in the left panel
  2. Select columns in the middle panel
  3. Preview to verify the output
  4. Click Generate & Download

Saving Configurations​

Save your report setup for future use:

  1. Configure the report as needed
  2. Click Save Configuration
  3. To reuse, click Load Saved and select a saved configuration

Next Steps​