Standard reports not cutting it? Build exactly the reports you need with powerful filtering, grouping, and export options.
Try It FreeEvery business has unique reporting needs. While BizBooks Pro includes all the standard financial reports, sometimes you need something specific. Custom reports let you slice and dice your data exactly how you need it.
Filter by date range, account, customer, vendor, or any combination. Group by month, quarter, or year. Add or remove columns. Then save your custom report to run again anytime.
Filter by any field: dates, accounts, customers, vendors, amounts, transaction types, and more.
Choose exactly which columns appear. Hide what you don't need, show what matters.
Group transactions by account, customer, month, or custom criteria with automatic subtotals.
Save your custom report configurations. Run them again with one click, always up to date.
Get your custom reports in the format you need:
Standard reports plus custom report builder included. Free 30-day trial.