Build Custom Reports

Standard reports cover the basics, but every business has unique questions that require custom analysis. How much did we spend on contractors by project last quarter? What's our revenue trend by service line excluding one-time consulting engagements? How does our profit margin compare across three specific cost centers? FiscalInsights' report builder lets you answer these questions by constructing custom reports with the exact metrics, filters, and dimensions you need.

The report builder is visual and intuitive. Select the report type (transaction list, summary, comparison), choose your columns (accounts, amounts, dates, classes, projects, vendors), apply filters, set grouping and sorting, and preview the result. No formulas, no query languages—just drag-and-drop configuration that produces the exact analysis you're looking for.

Save your custom reports as templates for recurring use. Schedule them for automatic delivery—weekly revenue by product line to the sales team, monthly expense analysis to department heads, quarterly financial summary to the board. Each recipient gets a fresh report in their inbox on schedule, always using the latest data. Custom reporting transforms FiscalInsights from a bookkeeping tool into a business intelligence platform.