There is a custom report menu option in accounting\reports. where is the tool for writing custom reports?
Thanks,
Good Afternoon,
The custom reporting you’re seeing under the accounting module is designated specifically from the ‘Trial Balance’ report (new version) under more options. Once you hit submit on that report, we populate additional column & formatting options along with a ‘Save Customizations’ button.
Setting the columns & formatting you want, then hitting save customizations, generates a report under the Custom Report tool in your accounting module:
I named my customized trial balance report ‘Custom Trial Balance Report’ and hit the save option. I then went into the Custom Reports report, hit submit, and my customized Trial Balance report is now available to use:
Keep in mind this is a beta feature that we’ve generated, and is still being worked through. Currently the Trial Balance report (new version) is the only report that allows this functionality, but we’re planning on expanding this to other accounting reports in future releases.
Hope this gets you the information you were looking for.
Thanks,
Cetec ERP Support