How to Build & Export Custom Reports

Filtering data, saving custom views, and exporting to Excel or PDF.

Generating Reports

1. Open any list view (e.g., Sales Invoices, Customers).
2. Click List View > Report Builder.
3. Use the column picker to add or remove fields.
4. Apply multi-condition filters (e.g., Posting Date >= 2026-01-01 and Status == Unpaid).
5. Click Menu > Export to download the report as Excel or CSV.