The report builder lets you shape your own report without code or a spreadsheet export. Pick a dataset, tick the columns you want, add filters, group and total. The builder is free for every user and has no plan gate, unlike the tiered, paid custom-report builders in most accounting suites.
The datasets
- Invoices: every invoice with its client, status, dates and totals.
- Expenses: bills and spends with category, supplier, tax and amount.
- Payments: receipts with client, mode, TDS and amount.
- Clients: your customer list with location, GSTIN and type, plus Billed total and Invoices billed for each client. They count invoices the same way the Sales by customer report does: cancelled documents, estimates, delivery challans and receipts do not count, and a credit note subtracts. Group by a client field, such as Referred by, to see who brought in the most business. If the invoices could not be read, the two columns stay blank rather than showing zero.
- Items sold: item sales lines (what sold, how much, for how much).
- Stock movements: everything that moved: what, when, which way, from where, and the reason if one was given. This is the ledger, so it answers questions aboutmovement (what is not shifting, what was written off) rather than what is on the shelf right now.
- Counter payments: how each counter bill was actually settled. One bill can be part cash and part card, so the split lives here and not on the invoice.
- Shops: your locations, so a report can group by the shop that billed it.
Columns, filters, grouping and totals
Tick columns to select them. Add a filter to keep only the rows you care about: equals, not-equals, in a list, greater/less than, contains, or is/ isn't blank. Choose a group by column to roll rows up (each group shows a count and your chosen totals), pick which numeric columns to total, and sort largest-first. The preview updates live as you build.
Your custom fields, included
Any custom field you've defined for invoices, expenses, payments or clients shows up as a column and a filter automatically. It uses the same field name (api name) the API and CSV export use.
Save and re-run
Give a report a name and Save it. Saved reports are company assets, so they appear in the reports library and anyone on your team who can read that dataset can run them. Export any run to CSV. Start from a preset (Sales by customer, Purchases by category, Sales by item, How the counter was paid, Sales by shop, Stock written off by reason, or Stock movement by location), tweak it, and Save As your own.
A saved report can also be scheduled: pick a cadence and who to send it to, and it arrives as a CSV or PDF on its own. That works for any report you build, not only the ready-made ones.
Access
The builder itself is open to everyone. A saved report only shows its data to a member who can read that dataset's area, so a teammate whose invoice access was removed won't see an invoices report. Saved reports are also available over the API and the AI assistant (MCP).
Related: Financial statements, Custom fields.