Custom Reports

Overview

The report builder lets you construct custom financial reports beyond the standard statements. Select specific accounts, apply dimension filters, group results, and save your configuration as a reusable template.

Custom reports require the Professional plan or above.

Using the Report Builder

Navigate to Reports → Builder to open the report builder.

1. Set a Date Range

Choose the from and to dates for the reporting period. The report aggregates ledger balances within this range.

2. Select Accounts

Filter accounts by type (Asset, Liability, Equity, Revenue, Expense) to include in the report. You can select individual accounts or entire account types.

3. Apply Dimension Filters

If your chart of accounts uses dimensions (department, project, cost center, etc.), add filters to narrow results. Each dimension provides a dropdown of available values.

4. Choose a Grouping

Group results by:

• Account type — subtotals for each account category
• Dimension — subtotals by a specific dimension value (e.g. by department)

5. Run the Report

Click Run to execute the report. Results display in a table with account details and aggregated balances.

Saving and Loading Templates

Saving a Template

After configuring a report, enter a name and click Save Template. The template stores your account selections, date range, dimension filters, and grouping configuration.

Loading a Template

Select a saved template from the dropdown at the top of the builder. The configuration loads and you can run the report immediately or adjust parameters before running.

Deleting a Template

Remove a saved template from the template list by clicking the delete button next to it.

Exporting Results

Three export formats are available:

API Reference

See the Report Templates API Reference for endpoint details.