> ## Documentation Index
> Fetch the complete documentation index at: https://every.help/llms.txt
> Use this file to discover all available pages before exploring further.
# Custom Reports
> Building custom reports tailored to your needs
## Custom Reports
Create powerful custom reports to analyze your data exactly how you need.
### Report Builder
Build reports with drag-and-drop simplicity:
Select what data to report on (transactions, payroll, bills, etc.)
Drag fields you want to include in the report
Filter data by date, amount, category, etc.
Organize data with grouping and sorting
Include totals, averages, percentages
Style the report and add branding
Save template and share with team
### Data Sources
Available data for custom reports:
* Bank transactions
* Bills and invoices
* Vendor payments
* Chart of accounts
* Budget data
* Journal entries
* Employee earnings
* Deductions
* Tax withholdings
* Hours worked
* PTO balances
* Benefits data
* Vendor information
* Employee data
* Department details
* Approval workflows
* Activity logs
* User actions
### Field Selection
Choose from hundreds of fields:
**Transaction Fields:**
* Date, amount, description
* Category, account
* Vendor or payee
* Payment method
* Status
* Tags and notes
**Calculated Fields:**
* Totals and subtotals
* Averages
* Percentages
* Ratios
* Year-over-year change
* Variance from budget
Custom formulas can reference other fields in complex calculations
### Filtering Data
Powerful filtering options:
* Specific date range
* Relative dates (last 30 days, YTD)
* Fiscal periods
* Before/after dates
* Date comparisons
* Greater than/less than
* Between amounts
* Top/bottom N amounts
* Percentage of total
* Threshold amounts
* Include/exclude categories
* Multiple category selection
* Category hierarchies
* Tag-based filtering
* Paid, pending, void
* Approved, denied
* Active, inactive
* Complete, in progress
### Grouping and Organization
Organize report data:
**Grouping Options:**
* Group by date (day, week, month, quarter, year)
* Group by category or account
* Group by vendor or employee
* Group by department or location
* Multi-level grouping (nested groups)
**Sorting:**
* Alphabetical (A-Z or Z-A)
* Numerical (ascending or descending)
* Date order (oldest or newest first)
* Custom sort order
### Calculations and Formulas
Add calculations to reports:
**Basic Math:**
```
SUM(amount) - Total
AVG(amount) - Average
COUNT(*) - Count
MIN(amount) - Minimum
MAX(amount) - Maximum
```
**Advanced Formulas:**
```
IF(amount > 1000, "High", "Low")
PERCENTAGE(amount, total)
VARIANCE(actual, budget)
GROWTH_RATE(current, previous)
```
**Running Calculations:**
* Running total
* Running average
* Cumulative sum
* Period-over-period change
Use conditional formatting to highlight important values
### Visualization Options
Display data visually:
Traditional tabular layout
Bar, line, pie charts
Multi-dimensional analysis
Color-coded data density
### Chart Types
Create visual reports:
**Bar Charts:**
* Compare categories
* Show rankings
* Display distributions
* Horizontal or vertical
**Line Charts:**
* Show trends over time
* Multiple series comparison
* Smooth or stepped lines
**Pie Charts:**
* Show proportions
* Category breakdown
* Percentage display
**Combo Charts:**
* Mix chart types
* Dual Y-axis
* Complex relationships
### Pivot Tables
Powerful multi-dimensional analysis:
**Example Pivot Structure:**
* **Rows:** Month
* **Columns:** Department
* **Values:** Total Spending
* **Filters:** Date Range, Category
Quickly reorganize dimensions by dragging and dropping.
### Conditional Formatting
Highlight important data:
* **Color Scales** - Gradient based on value
* **Data Bars** - Bar within cell
* **Icon Sets** - Visual indicators
* **Rules-Based** - If amount > \$10,000, highlight red
### Report Templates
Save reports as templates:
1. Build your custom report
2. Click "Save as Template"
3. Name and describe the template
4. Set default filters
5. Share with team or keep private
**Template Library:**
* Your saved templates
* Company-wide templates
* Industry-specific templates
* Community templates
### Scheduled Reports
Automate report delivery:
**Scheduling Options:**
* **Daily** - Every day at specific time
* **Weekly** - Specific day(s) of week
* **Monthly** - First/last day or specific date
* **Quarterly** - Beginning or end of quarter
* **Custom** - Complex schedules
**Delivery Options:**
* Email to recipients
* Save to cloud storage
* Post to Slack channel
* FTP upload
* API webhook
Ensure scheduled reports don't contain sensitive data if emailing outside organization
### Sharing Reports
Collaborate with reports:
* **Share Link** - Generate unique URL
* **Email** - Send to specific people
* **Export** - Download and share file
* **Embed** - Embed in other tools
* **Permissions** - View-only or edit access
### Export Formats
Export custom reports in various formats:
| Format | Use Case |
| ------------- | --------------------------- |
| Excel (.xlsx) | Advanced analysis, charting |
| CSV | Data import, databases |
| PDF | Printing, archiving |
| Google Sheets | Cloud collaboration |
| JSON | API integration |
| HTML | Web embedding |
### Report Performance
Optimize large reports:
* Limit date ranges
* Use filters to reduce data
* Index commonly filtered fields
* Schedule heavy reports for off-hours
* Cache results for frequently accessed reports
### Cross-Tab Reports
Matrix-style reporting:
* Rows and columns from different dimensions
* Summarized values at intersections
* Subtotals for rows and columns
* Grand totals
* Drill-down capabilities
### Drill-Down Reports
Interactive exploration:
1. Start with summary view
2. Click any value to expand
3. See underlying transactions
4. Continue drilling to transaction detail
5. Navigate back to summary
### Report Parameters
Make reports interactive:
* Date range selector
* Department chooser
* Amount threshold slider
* Category multi-select
* Employee picker
Users can adjust parameters when running the report.
### Version Control
Track report changes:
* Save report versions
* View version history
* Restore previous versions
* Compare versions
* Track who modified what
Create a new version before making major changes to a report
### Report Collections
Organize related reports:
* Group reports by topic
* Create report dashboards
* Build report packages
* Monthly close collections
* Board meeting packages
* Department bundles
### API Access
Access report data programmatically:
```json theme={null}
{
"report_id": "custom_report_123",
"format": "json",
"filters": {
"date_range": "last_30_days",
"department": "Engineering"
}
}
```
Integrate report data into other systems.
### Best Practices
Tips for effective custom reports:
1. **Start Simple** - Begin with basic reports, add complexity gradually
2. **Use Filters** - Reduce data volume for faster reports
3. **Save Templates** - Reuse successful report structures
4. **Document Purpose** - Add descriptions to reports
5. **Test with Real Data** - Verify accuracy before sharing
6. **Regular Review** - Update filters and fields as needs change
### Getting Help
Resources for building custom reports:
* Report builder tutorials
* Video walkthroughs
* Template gallery
* Community forum
* 1-on-1 consultation
* Custom report development services
Contact support if you need help building a complex custom report