Custom reports

AnthonyMAAnthonyMA Member Posts: 10

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

Comments

  • amandakamandak Administrator Posts: 40 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: 10

    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 Administrator Posts: 647 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.

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