Help with creating a custom combined report in Manager.io

1

Hello Manager.io Support Team,

I hope you’re doing well.

I would like to create a custom combined report in Manager.io that includes several sections, such as:

  • Sales for today, until yesterday, and total sales for the month

  • Expenses for today, until yesterday, and total expenses for the month

  • Supplier balances, customer balances, and issued cheques

I tried using the Custom Reports section, but I couldn’t figure out how to combine multiple types of data (sales, expenses, receivables, payables, etc.) into one report.

Could you please explain or provide an example of how to build a combined report like this in Manager.io?

Thank you very much for your assistance and support.

2

Hello @essam,

Welcome to the forum.

That’s because it’s simply not possible.

The next best thing is to use Reports > Trial Balance with three columns like this one:

Screenshot_20251102_012202
Screenshot_20251102_0122021080×1938 153 KB

3

I thank you very much for your attention and help, and I hope I haven’t inconvenienced you.
Thank you.