How to create custom reports in Accounting Automation?

In Accounting Automation, you can create custom reports for greater flexibility and adaptation to the business's specific needs.

To create custom reports, follow these steps:

1. Go to Backstage, in the Reports | Choose Reports option.

2. Edit an existing report;

3. Click the Settings button (available on the right side of the editor) to change the data source/table shown;

4. Apply filters in the Filter String option;

5. For each field, you can click the Settings button to change the columns shown. You can also change the totals using the Expression option;

6. Insert existing variables (for example, related to balances) by clicking the Field List option available in the panel on the right;

7. Click Save.

The reports created will be available in the Print Reports option.