Standard reports not cutting it? Build exactly the reports you need with powerful filtering, grouping, and export options.
Try It FreeCustom Report transactions previously rendered with raw Debit and Credit columns -- technically correct double-entry, but counter-intuitive for users coming from a bank-statement viewpoint. The columns are now relabeled "Decrease" and "Increase" and each transaction's value is placed on the side that matches the account's natural balance: deposits show as an Increase on a bank account, checks as a Decrease. The same logic applies sensibly to expense, income, asset, and liability accounts.
Every 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.