Give the report a useful printed shape.
Use supported report layouts to make business output easier to read. Select the relevant information and check that the printed result remains clear across pages.
Business question
Defined columns and filters
Checked report output
A useful report answers a specific question.
Custom report requirements should begin with the decision the business wants to make. The necessary columns, grouping and totals follow from that question. Adding every available field often makes a report harder to interpret rather than more informative.
Describe the source transactions, required filters and level of detail. For example, a party-wise item report needs a defined date basis and treatment of returns. Review the proposed layout with known transactions and compare its totals with the appropriate standard register.
How to use it.
Give the report a useful printed shape.
- 01
Choose the report and required fields
- 02
Use the available layout or design controls
- 03
Preview long data and print a sample
What this looks like in your business.
A business needs a legible statement with clear headings rather than a report clipped at the right edge.
Good questions.
Clear answers.
Choose the workflow that fits your business and confirm its setup in a demonstration.
What should I bring when asking for a custom report?
Bring a sample layout, explain each column and include a small set of transactions with the result you expect. Specify date filters, grouping and whether cash bills, returns or cancelled documents belong in the output.
What setup should I confirm?
Available design options vary by report. Confirm the exact report you want to customise.
What else can help?
See it with a sample from your business.
Bring a sample bill or item list. We’ll show you the steps and answer your questions.