Advanced Reporting

[HansieP]

Hi all

Is there a way to plug directly into the database and do advanced reporting ? This would bee great in both the cloud and server options. In the server option, I would like to be able to have advanced queries run periodically. Something like SQL queries.

Thank you

J

[Ealfardan]

Manager’s database isn’t relational, so SQL is not its native language. Manager is an object database so the api is the way to go.

[HansieP]

Thank you for the prompt response. Could you share more details and an example.

[tony]

@HansieP you may like to try Advanced Queries in case it helps you to extract the data you need - https://www.manager.io/guides/advanced-queries

[HansieP]

Hi Tony

Thanks for the idea. Unfortunately this is limiting as it does not have the ability to drill down further in the documents. e.g. If this could be extended to also report on line items, it would be a great capability.

Regards

J

[Ealfardan]

There are a few examples already here on the forum.

Python module for Manager API

There are a lot of nuances to how you might want to create a receipt, but perhaps something like the below can help you: customer = business.Customer["Amazon"] r = business.Receipt( Date = dateutil.parser.parse("2025-01-28").date(), Reference = "123", PaidBy = "Customer", Customer = customer, ReceivedIn = business.BankOrCashAccount["Any Bank"], Cleared = "OnALaterDate", Lines = [business.Receipt.Line( Account = "d1489e95-bb28-4f5d-b42e-67d3291b3893", # AR …

API 2 using Power Query

Look i am not here to justify myself to you. I know what i can and carnt do with my client data. They sign a forn saying i can put there data into excel to produce reports for them. All i wanted to know is what the path was. I certainly did not need an asumed lecturer.