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141 VOTE
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

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Custom Reports

Ability for user to create custom reports using data available within his/her account (based on API).

Sometimes you need to create custom report for your accountant. How much easier would be to define few custom templates and reuse them?
As far as I know API is there and it may need potentially a bit of extending to accommodate sourcing data via few 'variadic' methods.
  • ADMIN RESPONSE
    Sep 5, 2018
    Hi Pat, I would suggest taking a look at one of our reporting integrations such as Gearshift or Spotlight who allow you to customise your reports and are trusted by KashFlow to transfer information reliably. Our changes to reporting will be included in the upcoming release however as mentioned in a previous status we do not have any plans to build custom reporting into KashFlow.
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    • Guest
      Reply
      |       Mar 26, 2024

      This would be so very useful!

    • Neil McD
      Reply
      |       May 27, 2020

      This would be a great utility for my business. There are quite a lots of reports available in Kashflow and a few almost match what I need but not quite. I've asked support if there is a way to just add an extra field to a couple of the reports but was told this isn't possible. Custom reports would be a fantastic addition to Kashflow.

      Come on Kashflow, you can do it ! It's just a big database after all, how difficult could it be to run a report?

    • Guest
      Reply
      |       Jan 10, 2017

      Hopefully this is allowed in here, but if you are after the ability to create some custom reports we have completed a similar service for quite a few clients. Saving them hours a month in getting data out of Kashflow and into professional looking PDF files.

      We are a listed KashFlow developer Dijitul more information can be seen here http://www.kashflow.com/developers/find-a-developer/ and here http://dijitul.uk/services/kashflow-integration/

    • +83
    7 MERGED

    Custom Reports - Cash Accounting VAT Reconciliation Reports

    Allow the use to create custom reports. A very simple example of this is that if a client is on VAT cash accounting then you need to be able to extrapolate the VAT element of the debtor and creditor ledgers in order to confirm the VAT return is co...
    Guest about 8 years ago in IRIS KashFlow / Uncategorised 3
    2 MERGED

    I would like to be able to customise the activity report to include nominal ledger codes.

    We are trying to pull a report to show exactly what goes in and out each month, where it comes from and where it goes to. We want to use this information to then be able to project forward cashflow and then play with "what if" scenarios,
    Guest about 8 years ago in IRIS KashFlow / Uncategorised 0
    1 MERGED

    the option of creating a user's own report rather than choosing a preset option?

    I'd like to create my own report. For example showing actual money in rather than invoiced amounts (for future payments)..
    Guest about 8 years ago in IRIS KashFlow 0
    1 MERGED

    Tailor reports to match the business

    Please can you help me out with finding a suitable report. I want to be able to show the daily takings, by sales dept 1-6 (café, deli etc) by week. I also need to be able to show this as a monthly comparison (Like the Income sheet on the attached ...
    Guest almost 8 years ago in IRIS KashFlow / Reports 0
    0 MERGED

    Add the ability to create, save and share custom reports

    I need to produce a weekly balances sheet and there's no single report that contains all the data that I need in one. I end up having to merge two reports which is really impractical and time consuming. Having the ability to add or remove columns ...
    Rory Williams almost 7 years ago in IRIS KashFlow / Reports 0