Custom Reports

With Joiin reporting you can customise your Profit and Loss reports or balance sheets to suit the needs of your business. Create your own groups, choose which accounts appear in them, display budget information, add formulas to calculate custom totals and expand and collapse groups. Plus you can now save your custom reports and run or download them again – any time, anywhere.

With a custom report you can:

  • Add, rename and delete groups
  • Move accounts between groups
  • Add, rename and delete formulas
  • Change formulas to perform calculations on the totals from groups and other formulas
  • Expand/collapse groups
  • Pull budget data from Xero or QuickBooks for consolidated budget figures