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Create custom reports

How to customize reports

Yzza avatar
Written by Yzza
Updated over a week ago

All of the reports on LessAccounting can be filtered by tags, date range, and various other options depending on the report.

  • Profit and Loss: Can be filtered by date range, tags, cash vs accrual, and depreciation amounts

  • Chart of Accounts: Can be filtered by date range, cash vs accrual, and depreciation amounts

  • Invoices: can be filtered by invoice status (unpaid or overdue), date sent, date range, and contact

  • Expenses: Can be filtered by date range, tags, cash vs accrual, and payee

  • Payroll Summary: Can be filtered by date range

  • Payroll Details: Can be filtered by date range and contact (employee or contractor)

  • Mileage: Can be filtered by date range

  • Balance Sheet: Can be filtered by date range and cash vs accrual

  • Asset Value Depreciation: Can be filtered by date range, tags, cash vs accrual, and payee

  • Transactions: Can be filtered by date range

  • Sales Tax Report: Can be filtered by date range, date invoice was sent, invoice status (paid or unpaid), and specific sales tax

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