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Create custom reports

How to customize reports

Written by Yzza

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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