Custom reporting

jpojpo Member Posts: 7

Is it possible to connect to the data behind wave to perform custom reporting. One of the things I need to produce is an Income Statement which has YTD and Month to Date on the same report in separate columns.

edited August 29, 2018 in Wave Features


  • AlexiaAlexia Member Posts: 3,314 ✭✭✭✭

    Hi, @jpo.

    Two of our reports allow you to do this, but only for users on the new version of Wave. You aren't on there just yet, but we're working on moving everyone over within the next few months. Hang tight.

    For users who do use the new version, the Profit & Loss report (or Income Statement) and the Cash Flow report allow for comparative reporting. You'll just have to click on "Compare to a prior period" and choose your date ranges as needed.

    For now, @jpo, and until your account has been migrated, you'll have to build those yourself. You can download your reports as spreadsheets, which will allow you to combine them easily to create the exact reports you require.

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