I am trying to learn about custom reports. As a learning experience I am trying to create a simple report that would simply show the entire chart of accounts ordered by account code. Can someone explain how I would do this?

To answer your question directly, custom reports only list transactions.

[image] lubos: Custom reports will be soon gone. I’m working on a replacement that will be a lot more intuitive. I hope that the replacement will still be able to give me output in the form of a transaction journal, complete with all the fields listed in the transaction.

@lubos , the release of full custom reports asap would add fantastic values to Manager.io ,along with other useful functionalities we have already had. Thanks for your tireless development & efforts.

[image] MIO-gbensonii: I am trying to create a simple report that would simply show the entire chart of accounts ordered by account code. You can try Reports → General Ledger Summary and enable include account codes. The resulting View Screen can be copied to clipboard and pasted in a spread…

You can also just copy the balance sheet and P&L reports, paste into a spreadsheet, and delete the account figures. You can also drag and copy the Summary. All described methods are easier than defining a custom report. Custom reports are generally the last resort. There is almost always an easier …

Thanks for the info. I guess I will wait for the new version. I am really new to this and was just wanting to learn about creating reports so I set out to do that report just to learn.

[image] MIO-gbensonii: so I set out to do that report just to learn. So you learned that you indeed should not venture in learning the current custom reports system as explained by the developer and that a “…simple report that would simply show the entire chart of accounts ordered by account …

@lubos I’ve seen your comment about removing custom reports, and I wanted to share my perspective. Custom reports are essential for many users. While I appreciate your efforts to improve the system, I strongly recommend preserving custom reports. Enhancing and streamlining the feature for user-frie…

Create a Custom Report Showing Only List of Chart of Accounts

lubos October 16, 2023, 11:27pm 2

Custom reports will be soon gone. I’m working on a replacement that will be a lot more intuitive.

Ratio Analysis

Custom report help

Inventory control accounts show Unique Identifiers in Custom reports

Topic		Replies	Views
Creation of Custom Reports as provided for in the Reports Menu	32	10113	January 11, 2017
New implementation of custom reports available	111	10273	November 16, 2020
[18.9.60] Improved custom reports (added visual query builder)	90	6034	November 11, 2018
Chart of Account Listing with tax code	7	2172	March 4, 2016
Cannot Create a Customer List - custom report	11	724	July 12, 2020

Create a Custom Report Showing Only List of Chart of Accounts

Related topics