Could you assist me in creating a daily report similar to this? Please complete the custom report form and provide a screenshot for my reference. I will replicate the format.
The report primarily focuses on payments and a summary, but it should also include a detailed breakdown of accounts receivables, specifying whether they are in the bank. Lastly, it’s crucial to highlight the amounts in both the bank and in cash.
Thank you.
Please read the forum rules at FAQ - Manager Forum, specifically:
If your question is related to custom themes or custom reports, always post the code or report definition you have developed and the results it produces. Do not simply post a picture of something you want and ask other users to tell you how to achieve it.
I think there should be detailed version of every report. Including PL,BS and Inventory reports. These are possible through custom reports but there is always chance of error too.
You can already generate a lot of custom reports using the new Advanced Query function, see Advanced Queries
This function is being extended, search the forum for further improvements/changes. Also not for more complex ones that the Custom Reports feature is also available. However, as mentioned in my previous post, the forum rules requires the requester to show effort and not only a picture.
i request please if anyone expert can help me… i already tried many times but i could not get desire result…
I know how to use these, but sometimes, just to extract a simple purchase report, I have to apply many filters in custom reports and then review and recheck to ensure I haven’t excluded useful information. Having a detailed version of every report and then applying some filtering can make things much easier, rather than creating a complete report from general ledger transactions. Possible but not efficient.
So show us with screenshots these attempts, i.e. the report definitions and resulting screenshots as requested by the rules.
i deleted the tried costume reports for one month… but if its rule i can try again and this time i will keep taking screen shorts.
but for the moment i can send a screen short that how much i read the forum and solve my problems by myself.
Except for the “Detail of Payment” section, this is the built-in Receipts & Payments Summary report.
Why do you want to recreate an already existing report? @Kamran_Afzal
I feel compelled to point out that it is absolutely impossible for receivables to be “in the bank.” By definition, receivables have not yet been paid to you. They cannot be anywhere, because you do not have them.
Rather than tinkering with reports that are already available (actually in several forms), I recommend learning more about basic accounting.
