# Custom reports with date

**URL:** <https://forum.manager.io/t/custom-reports-with-date/4340>\
**Category:** Uncategorized\
**Created:** [December 23, 2015, 8:08pm UTC](https://forum.manager.io/t/custom-reports-with-date/4340 "2015-12-23T20:08:22Z")\
**Posts on this page:** 9\
**Page:** 1

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**Author:** ![arslan](https://avatars.discourse-cdn.com/v4/letter/a/9dc877/32.png) [@arslan](https://forum.manager.io/u/arslan)\
**Post date:** [December 23, 2015, 8:08pm UTC](https://forum.manager.io/t/custom-reports-with-date/4340/1 "2015-12-23T20:08:22Z")

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How can I create the custom reports?

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**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [December 23, 2015, 11:33pm UTC](https://forum.manager.io/t/custom-reports-with-date/4340/2 "2015-12-23T23:33:57Z")

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What sort of report do you need to generate? I’m continuously improving it and there is currently no documentation for schema as it’s still changing quite often.

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**Author:** ![arslan](https://avatars.discourse-cdn.com/v4/letter/a/9dc877/32.png) [@arslan](https://forum.manager.io/u/arslan)\
**Post date:** [December 25, 2015, 10:46am UTC](https://forum.manager.io/t/custom-reports-with-date/4340/3 "2015-12-25T10:46:13Z")

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I want to generate simple income and expense report of the day for cash and bank and starting and closing balance of cash on one page.

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [December 25, 2015, 2:09pm UTC](https://forum.manager.io/t/custom-reports-with-date/4340/4 "2015-12-25T14:09:00Z")

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You can create a P&L Statement on cash basis and a Cash Summary report for one day.

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**Author:** ![Michele](https://avatars.discourse-cdn.com/v4/letter/m/ed8c4c/32.png) [@Michele](https://forum.manager.io/u/Michele)\
**Post date:** [April 1, 2016, 10:05am UTC](https://forum.manager.io/t/custom-reports-with-date/4340/5 "2016-04-01T10:05:41Z")

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I would like to be able to do BUDGET v ACTUALS in a report please

Also, a combination of reports to design a one pager with:  
eg Receivables  
Sources of income by Department  
Expenses by Department  
Balances in cash by Department.

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [April 1, 2016, 12:43pm UTC](https://forum.manager.io/t/custom-reports-with-date/4340/6 "2016-04-01T12:43:10Z")

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Manager currently has no budgeting capability. See the Roadmap at [Free Accounting Software | Manager](http://www.manager.io/roadmap).

You can currently do everything else you ask with tracking codes. That information would be available on a Profit and Loss Statement and Balance Sheet. If you want something more customized, you will have to design it yourself with custom reports, which are partially functional now.

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**Author:** ![Michele](https://avatars.discourse-cdn.com/v4/letter/m/ed8c4c/32.png) [@Michele](https://forum.manager.io/u/Michele)\
**Post date:** [April 3, 2016, 6:27am UTC](https://forum.manager.io/t/custom-reports-with-date/4340/7 "2016-04-03T06:27:10Z")

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Thanks.  
Yes, I would like to learn how to do Custom Reports but cannot find any help.

Another thing: when setting up the sequence of presentation of items on a P&L Stmt ie in Chart of Accounts and assigning a Code, I have just been entering 1, 2, 3, 4 etc for the order of presentation. IS that correct?

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [April 3, 2016, 1:55pm UTC](https://forum.manager.io/t/custom-reports-with-date/4340/8 "2016-04-03T13:55:53Z")

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Custom reports capability is a work in progress. Documentation is very sketchy at present.

You can number accounts as you wish. One concept is to use a more standard 3 or 4-digis account sequence, for which you can get ideas on the web. But 1, 2, 3 also works fine.

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**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 3:34pm UTC](https://forum.manager.io/t/custom-reports-with-date/4340/9 "2023-01-18T15:34:04Z")

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