Custom reports

AnthonyMAAnthonyMA Member Posts: 16

I can't see an option to design custom reports. Is it possible? Maybe, there's an add-on??

Comments

  • amandakamandak Administrator Posts: 42 admin

    @AnthonyMA We don't currently have the option to design custom reports, but I'd love to learn more about what kind of reports you're hoping to create so I can share your feedback with our Product Team or point you in the right direction.

  • AnthonyMAAnthonyMA Member Posts: 16

    It's usually combining data from a few selected accounts (over a specified time), showing debits and credits, and being able to give the report a title.

  • CharlotteCharlotte Member Posts: 695 admin

    Thanks for the input @AnthonyMA ! In the meantime, the best course of action might be to export your report as a CSV and manipulate as required in an editor such as Excel or Google Sheets. If you'd like to share any other details regarding what kinds of insights you're looking for at a glance, we always appreciate the input.

  • RubenwollerichRubenwollerich Member Posts: 2

    This something i've been trying to do as well. Our situation is that we have different business units. So we have student houses that all operate with different and seperate costs. I would love to be able to see how each student house is doing on its own, without including costs like website hosting, gain/loss of currency exchange and income from other sources.

  • JamieDJamieD Administrator Posts: 876 admin

    Hey @Rubenwollerich. In this particular situation, it might be beneficial for you to create each entity as a separate business (as in, have a business for each student house/rental property that you own). A lot of our users who are property managers find that this is the best solution in this particular situation (it's easy to track profits and loss based on the single business). The only downside, is that if you use the same bank account for all business and have that connected to Wave - all transactions will be imported into each account (and you will need to delete/go through the transaction to make sure is accounted for correctly).

  • RubenwollerichRubenwollerich Member Posts: 2

    @JamieD thanks a lot! Seems like a good idea.

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