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Feature Guide

Finance & Custom Reports

Build focused views by date, customer, or workflow status.

What it does

Custom, filterable reports built by date range, customer, or workflow status — for questions the standard statements don't answer directly.

Why it matters

Standard financial statements answer standard questions; day-to-day operational questions need a flexible report builder instead.

How to use it

  1. Open Reports from Financial Statements.
  2. Set a date range and any customer/status filters.
  3. Review order details with qty, rate, and status columns, or export the result.

Main buttons and actions

  • Set date range
  • Filter by customer/status
  • Export

Example workflow

  1. Start from a specific question (e.g. "what did this customer order last quarter").
  2. Filter down to just that data.
  3. Export or share the result.